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 |
---|---|---|---|---|---|---|---|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
4.67K+ 98.79% |
$496K - $601K
|
9.39K
$1.24M
|
|
Apr 25, 2023
Q1 2023
|
Quaker Wealth Management, LLC
|
BUY
|
- |
4.22K+ 15.21% |
$448K - $542K
|
31.9K
$4.22M
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
3.93K+ 91.31% |
$417K - $506K
|
8.23K
$1.09M
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
3.92K+ 11.18% |
$416K - $504K
|
39K
$5.14M
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
3.87KNew |
$411K - $498K
|
3.87K
$511K
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
3.63K+ 82.85% |
$385K - $467K
|
8.01K
$1.06M
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.42K+ 3.0% |
$363K - $440K
|
117K
$15.5M
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.3K+ 39.92% |
$350K - $424K
|
11.6K
$1.53M
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.3K+ 9.24% |
$350K - $424K
|
39K
$5.15M
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.16K+ 24.39% |
$336K - $407K
|
16.1K
$2.13M
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.01K+ 11.09% |
$320K - $388K
|
30.2K
$3.99M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.01K+ 2.88% |
$320K - $388K
|
108K
$14.2M
|
|
Apr 18, 2023
Q1 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
2.9K+ 27.65% |
$308K - $373K
|
13.4K
$1.76M
|
|
May 10, 2023
Q1 2023
|
Bfsg, LLC
|
BUY
|
- |
2.86K+ 3.66% |
$304K - $368K
|
81K
$10.7M
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
2.74K+ 1789.54% |
$291K - $352K
|
2.89K
$382K
|
|
May 15, 2023
Q1 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
2.7KNew |
$286K - $347K
|
2.7K
$356K
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.68KNew |
$285K - $345K
|
2.68K
$354K
|
|
May 12, 2023
Q1 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
2.68K+ 16.57% |
$285K - $345K
|
18.8K
$2.49M
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
2.57KNew |
$273K - $331K
|
2.57K
$339K
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2.42K+ 22.44% |
$257K - $312K
|
13.2K
$1.75M
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.34KNew |
$249K - $301K
|
2.34K
$309K
|
|
Jan 24, 2024
Q1 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
2.31K+ 110.12% |
$245K - $297K
|
4.4K
$581K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.29K+ 29.29% |
$243K - $294K
|
10.1K
$1.33M
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
2.23K+ 8.38% |
$237K - $287K
|
28.8K
$3.81M
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.17KNew |
$230K - $279K
|
2.17K
$286K
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.12K+ 12.04% |
$226K - $273K
|
19.8K
$2.61M
|
|
Jun 06, 2023
Q1 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
2KNew |
$212K - $257K
|
2K
$264K
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2KNew |
$212K - $257K
|
2K
$264K
|
|
May 04, 2023
Q1 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.96KNew |
$208K - $252K
|
1.96K
$258K
|
|
Apr 21, 2023
Q1 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.82KNew |
$194K - $235K
|
1.82K
$241K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.8K+ 3.2% |
$191K - $232K
|
58K
$7.66M
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
1.8KNew |
$191K - $231K
|
1.8K
$237K
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.75KNew |
$186K - $225K
|
1.75K
$231K
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.73K+ 62.89% |
$184K - $223K
|
4.49K
$592K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.65K+ 18.7% |
$175K - $212K
|
10.5K
$1.38M
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.64K+ 7.42% |
$174K - $211K
|
23.7K
$3.13M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
1.61K+ 122.69% |
$171K - $207K
|
2.92K
$385K
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
1.6K+ 37.47% |
$170K - $206K
|
5.87K
$775K
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
1.49K+ 4.05% |
$158K - $192K
|
38.3K
$5.06M
|
|
May 11, 2023
Q1 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.49K+ 32.15% |
$158K - $191K
|
6.11K
$807K
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.48K+ 7.59% |
$157K - $190K
|
21K
$2.77M
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.47KNew |
$156K - $189K
|
1.47K
$194K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.47K+ 9.11% |
$156K - $189K
|
17.6K
$2.32M
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.45K+ 9.15% |
$154K - $187K
|
17.3K
$2.29M
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.35K+ 10.22% |
$144K - $174K
|
14.6K
$1.92M
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.28K+ 5.43% |
$136K - $165K
|
24.9K
$3.28M
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1.24KNew |
$131K - $159K
|
1.24K
$163K
|
|
May 11, 2023
Q1 2023
|
True Wealth Financial Partners
|
BUY
|
- |
1.19K+ 0.98% |
$126K - $153K
|
122K
$16.1M
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.11K+ 3.92% |
$118K - $143K
|
29.5K
$3.89M
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.1K+ 70.06% |
$117K - $142K
|
2.67K
$353K
|