Purchases and Sales Made in Q1 2023 in Vanguard Energy ETF (VDE)
This table provides information about the institutional ownership of Vanguard Energy ETF (VDE) during Q1 2023. The information is specifically focused on institutions that hold shares of VANGUARD ENERGY ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
333K+ 35.69% |
$35.4M - $42.9M
|
1.27M
$167M
|
|
|
May 15, 2023
Q1 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
294K+ 7509.18% |
$31.2M - $37.8M
|
298K
$39.3M
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
177KNew |
$18.8M - $22.8M
|
177K
$23.4M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
127K+ 1704.72% |
$13.5M - $16.3M
|
134K
$17.7M
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
62.1KNew |
$6.59M - $7.99M
|
62.1K
$8.19M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
43.2KNew |
$4.59M - $5.56M
|
43.2K
$5.71M
|
|
|
Jul 18, 2023
Q1 2023
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
43.1KNew |
$4.58M - $5.55M
|
43.1K
$5.7M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
40.3K+ 296.06% |
$4.28M - $5.19M
|
53.9K
$7.12M
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
39.9KNew |
$4.23M - $5.13M
|
39.9K
$5.26M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
31.3K+ 1730.9% |
$3.33M - $4.03M
|
33.1K
$4.37M
|
|
|
May 11, 2023
Q1 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
26.4KNew |
$2.81M - $3.4M
|
26.4K
$3.49M
|
|
|
Apr 19, 2023
Q1 2023
|
Gunma Bank,Ltd.
|
BUY
|
- |
25.5K+ 82.26% |
$2.71M - $3.28M
|
56.5K
$7.46M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
25.1K+ 70.59% |
$2.67M - $3.24M
|
60.8K
$8.02M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
24.1KNew |
$2.55M - $3.1M
|
24.1K
$3.18M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
20.5K+ 47.88% |
$2.17M - $2.63M
|
63.2K
$8.35M
|
|
|
May 12, 2023
Q1 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
20KNew |
$2.12M - $2.57M
|
20K
$2.64M
|
|
|
May 04, 2023
Q1 2023
|
Estate Counselors, LLC
|
BUY
|
- |
17K+ 51.48% |
$1.8M - $2.18M
|
50K
$6.6M
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
14.9KNew |
$1.58M - $1.91M
|
14.9K
$1.96M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
11.1KNew |
$1.18M - $1.43M
|
11.1K
$1.47M
|
|
|
Jun 01, 2023
Q1 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
11KNew |
$1.17M - $1.41M
|
11K
$1.45M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.8K+ 3.52% |
$1.15M - $1.39M
|
317K
$41.9M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.3K+ 31.68% |
$1.09M - $1.32M
|
42.8K
$5.65M
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
10.2KNew |
$1.08M - $1.31M
|
10.2K
$1.34M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
9.38K+ 12.94% |
$997K - $1.21M
|
81.9K
$10.8M
|
|
|
Apr 21, 2023
Q1 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
9.25K+ 136.69% |
$982K - $1.19M
|
16K
$2.11M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
8.54K+ 49.53% |
$907K - $1.1M
|
25.8K
$3.41M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.5K+ 20.12% |
$903K - $1.09M
|
50.8K
$6.71M
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
8.5KNew |
$903K - $1.09M
|
8.5K
$1.12M
|
|
|
May 17, 2023
Q1 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
8.2KNew |
$871K - $1.06M
|
8.2K
$1.08M
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
8.13K+ 6.36% |
$863K - $1.05M
|
136K
$18M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.73K+ 296.58% |
$821K - $994K
|
10.3K
$1.36M
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
7.64K+ 276.26% |
$812K - $984K
|
10.4K
$1.37M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.46K+ 5.59% |
$792K - $960K
|
141K
$18.6M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.43K+ 0.8% |
$789K - $956K
|
936K
$124M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
7.34KNew |
$779K - $944K
|
7.34K
$969K
|
|
|
May 08, 2023
Q1 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
7.17KNew |
$761K - $922K
|
7.17K
$946K
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
6.46KNew |
$686K - $832K
|
6.46K
$854K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
6.27KNew |
$665K - $806K
|
6.27K
$827K
|
|
|
Jun 27, 2024
Q1 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
6.2KNew |
$659K - $798K
|
6.2K
$819K
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
6.08K+ 5335.09% |
$646K - $783K
|
6.2K
$818K
|
|
|
May 15, 2023
Q1 2023
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
5.66KNew |
$601K - $729K
|
5.66K
$748K
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
5.63K+ 187.77% |
$598K - $725K
|
8.63K
$1.14M
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.48KNew |
$582K - $706K
|
5.48K
$724K
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
5.34KNew |
$567K - $687K
|
5.34K
$705K
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
5.31K+ 7.12% |
$564K - $684K
|
79.9K
$10.6M
|
|
|
Apr 10, 2023
Q1 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
5.26K+ 7.93% |
$559K - $677K
|
71.6K
$9.45M
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
5.24K+ 30.2% |
$556K - $674K
|
22.6K
$2.98M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.98K+ 283.28% |
$529K - $641K
|
6.74K
$890K
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
4.96KNew |
$527K - $639K
|
4.96K
$656K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.94K+ 178.5% |
$525K - $636K
|
7.71K
$1.02M
|