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 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-28- 15.05% |
$2.97K - $3.6K
|
158
$20.9K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-28- 2.89% |
$2.97K - $3.6K
|
942
$124K
|
|
|
May 12, 2023
Q1 2023
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-40- 1.0% |
$4.25K - $5.15K
|
3.95K
$521K
|
|
|
Apr 25, 2023
Q1 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-41- 0.2% |
$4.36K - $5.28K
|
20.7K
$2.73M
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-45- 2.43% |
$4.78K - $5.79K
|
1.8K
$238K
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-46- 1.52% |
$4.89K - $5.92K
|
2.97K
$392K
|
|
|
Apr 18, 2023
Q1 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-46- 1.52% |
$4.89K - $5.92K
|
2.98K
$393K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-50- 3.73% |
$5.31K - $6.43K
|
1.29K
$170K
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-50- 3.55% |
$5.31K - $6.43K
|
1.36K
$179K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-56- 1.36% |
$5.95K - $7.21K
|
4.05K
$535K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-61- 49.19% |
$6.48K - $7.85K
|
63
$8.32K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-63- 0.92% |
$6.69K - $8.11K
|
6.77K
$894K
|
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-66- 2.13% |
$7.01K - $8.49K
|
3.03K
$400K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-69- 1.11% |
$7.33K - $8.88K
|
6.14K
$811K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
SELL
|
- |
-70- 4.12% |
$7.44K - $9.01K
|
1.63K
$215K
|
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-71- 6.31% |
$7.54K - $9.14K
|
1.05K
$139K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-73- 21.35% |
$7.75K - $9.4K
|
269
$35.5K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-75- 25.6% |
$7.97K - $9.65K
|
218
$28.8K
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-75- 2.09% |
$7.97K - $9.65K
|
3.51K
$463K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-80- 12.07% |
$8.5K - $10.3K
|
583
$77K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-81- 4.14% |
$8.6K - $10.4K
|
1.88K
$248K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-82- 4.5% |
$8.71K - $10.6K
|
1.74K
$230K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-85- 6.87% |
$9.03K - $10.9K
|
1.15K
$152K
|
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-85- 1.68% |
$9.03K - $10.9K
|
4.99K
$659K
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
SELL
|
- |
-88- 1.32% |
$9.35K - $11.3K
|
6.6K
$871K
|
|
|
May 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-90- 4.67% |
$9.56K - $11.6K
|
1.84K
$243K
|
|
|
May 12, 2023
Q1 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-93- 1.48% |
$9.88K - $12K
|
6.21K
$820K
|
|
|
Apr 13, 2023
Q1 2023
|
Welch Group, LLC
|
SELL
|
- |
-94- 4.18% |
$9.98K - $12.1K
|
2.15K
$284K
|
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-100- 1.51% |
$10.6K - $12.9K
|
6.53K
$863K
|
|
|
Apr 28, 2023
Q1 2023
|
Bray Capital Advisors
|
SELL
|
- |
-100- 2.12% |
$10.6K - $12.9K
|
4.61K
$609K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-100- 50.0% |
$10.6K - $12.9K
|
100
$13.2K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-104- 11.8% |
$11K - $13.4K
|
777
$103K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-114- 1.85% |
$12.1K - $14.7K
|
6.04K
$797K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-119- 1.42% |
$12.6K - $15.3K
|
8.28K
$1.09M
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-126- 4.79% |
$13.4K - $16.2K
|
2.5K
$331K
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-133- 1.36% |
$14.1K - $17.1K
|
9.68K
$1.28M
|
|
|
Apr 28, 2023
Q1 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-140- 0.77% |
$14.9K - $18K
|
18.1K
$2.39M
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-146- 1.4% |
$15.5K - $18.8K
|
10.3K
$1.36M
|
|
|
May 15, 2023
Q1 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-152- 34.62% |
$16.1K - $19.6K
|
287
$37.9K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-171- 18.04% |
$18.2K - $22K
|
777
$103K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-181- 3.85% |
$19.2K - $23.3K
|
4.52K
$597K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-189- 5.92% |
$20.1K - $24.3K
|
3K
$396K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-190- 11.16% |
$20.2K - $24.5K
|
1.51K
$200K
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-200- 6.06% |
$21.2K - $25.7K
|
3.1K
$409K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-200- 5.28% |
$21.2K - $25.7K
|
3.59K
$474K
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-200- 9.15% |
$21.2K - $25.7K
|
1.99K
$262K
|
|
|
Apr 28, 2023
Q1 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-200- 2.41% |
$21.2K - $25.7K
|
8.1K
$1.07M
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-212- 8.3% |
$22.5K - $27.3K
|
2.34K
$309K
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-215- 37.65% |
$22.8K - $27.7K
|
356
$47K
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-220- 1.9% |
$23.4K - $28.3K
|
11.4K
$1.5M
|