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 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-947- 1.45% |
$101K - $122K
|
64.4K
$8.51M
|
|
|
Apr 28, 2023
Q1 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-964- 8.63% |
$102K - $124K
|
10.2K
$1.35M
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-1K- 10.75% |
$106K - $129K
|
8.3K
$1.1M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.03K- 96.0% |
$110K - $133K
|
43
$5.68K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.06K- 26.22% |
$112K - $136K
|
2.97K
$392K
|
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.08K- 24.17% |
$114K - $138K
|
3.38K
$446K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.11K- 7.72% |
$118K - $143K
|
13.3K
$1.76M
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.16K- 5.08% |
$123K - $149K
|
21.7K
$2.86M
|
|
|
Apr 14, 2023
Q1 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-1.18K- 22.12% |
$125K - $152K
|
4.16K
$549K
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-1.19K- 6.1% |
$127K - $153K
|
18.3K
$2.42M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.25K- 38.33% |
$133K - $161K
|
2.01K
$265K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
SELL
|
- |
-1.26K- 8.01% |
$134K - $162K
|
14.4K
$1.91M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.32K- 31.66% |
$140K - $170K
|
2.85K
$377K
|
|
|
Apr 03, 2023
Q1 2023
|
Park National Corp
|
SELL
|
- |
-1.34K- 5.83% |
$142K - $173K
|
21.6K
$2.86M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-1.36K- 16.4% |
$144K - $175K
|
6.91K
$913K
|
|
|
Apr 11, 2023
Q1 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-1.37K- 7.43% |
$146K - $176K
|
17.1K
$2.25M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.48K- 2.44% |
$158K - $191K
|
59.2K
$7.82M
|
|
|
Sep 06, 2024
Q1 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-1.51K- 19.53% |
$160K - $194K
|
6.21K
$820K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.52K- 5.16% |
$161K - $195K
|
27.8K
$3.67M
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.62K- 19.87% |
$172K - $208K
|
6.52K
$861K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.65K- 5.09% |
$175K - $213K
|
30.8K
$4.07M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.66K- 51.08% |
$176K - $214K
|
1.59K
$210K
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.7K- 9.44% |
$180K - $218K
|
16.3K
$2.15M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.76K- 5.15% |
$187K - $227K
|
32.5K
$4.29M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.04K- 23.66% |
$217K - $263K
|
6.58K
$869K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.08K- 25.61% |
$221K - $267K
|
6.04K
$797K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.08K- 1.54% |
$221K - $268K
|
133K
$17.6M
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-2.1K- 89.77% |
$223K - $270K
|
239
$31.6K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.1K- 3.35% |
$223K - $270K
|
60.5K
$7.99M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.1K- 8.13% |
$223K - $271K
|
23.8K
$3.14M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-2.12K- 23.68% |
$225K - $272K
|
6.82K
$901K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.22K- 52.35% |
$236K - $286K
|
2.02K
$267K
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-2.35K- 16.03% |
$249K - $302K
|
12.3K
$1.62M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-2.42K- 31.54% |
$257K - $312K
|
5.26K
$694K
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.54K- 4.15% |
$269K - $327K
|
58.7K
$7.75M
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-2.71K- 15.12% |
$288K - $349K
|
15.2K
$2.01M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.73K- 12.55% |
$290K - $352K
|
19K
$2.52M
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.8K- 43.65% |
$297K - $360K
|
3.62K
$477K
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-2.89KClosed |
$307K - $372K
|
0
$0
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
SELL
|
- |
-3K- 60.98% |
$319K - $386K
|
1.92K
$254K
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-3.09K- 2.83% |
$328K - $398K
|
106K
$14M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-3.28K- 98.17% |
$348K - $421K
|
61
$8.06K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.5K- 74.52% |
$371K - $450K
|
1.2K
$158K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.58K- 44.98% |
$380K - $461K
|
4.38K
$579K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.91K- 3.45% |
$416K - $504K
|
110K
$14.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.05K- 19.23% |
$430K - $521K
|
17K
$2.25M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-4.11K- 5.85% |
$437K - $529K
|
66.1K
$8.73M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.27K- 11.73% |
$453K - $549K
|
32.1K
$4.24M
|
|
|
May 11, 2023
Q1 2023
|
Capital Management Associates
New York, NY |
SELL
|
- |
-4.31K- 31.72% |
$457K - $554K
|
9.27K
$1.22M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-4.5K- 19.3% |
$478K - $579K
|
18.8K
$2.49M
|