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
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-4.63K- 21.35% |
$492K - $596K
|
17.1K
$2.25M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.81K- 8.65% |
$511K - $619K
|
50.8K
$6.71M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.91K- 15.98% |
$521K - $631K
|
25.8K
$3.41M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.03K- 13.18% |
$534K - $647K
|
33.1K
$4.38M
|
|
|
May 01, 2023
Q1 2023
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-5.24K- 23.23% |
$557K - $675K
|
17.3K
$2.29M
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-6.1K- 98.17% |
$648K - $786K
|
114
$15.1K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-6.46K- 22.48% |
$686K - $831K
|
22.3K
$2.94M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.55K- 7.41% |
$696K - $843K
|
81.8K
$10.8M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-7.08K- 65.75% |
$752K - $911K
|
3.69K
$487K
|
|
|
Apr 18, 2023
Q1 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-7.32K- 12.94% |
$778K - $942K
|
49.2K
$6.5M
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-7.74K- 35.05% |
$822K - $996K
|
14.3K
$1.89M
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-7.83K- 34.49% |
$832K - $1.01M
|
14.9K
$1.96M
|
|
|
Apr 21, 2023
Q1 2023
|
Stapp Wealth Management, Pllc
Olympia, WA |
SELL
|
- |
-7.89K- 24.61% |
$838K - $1.02M
|
24.2K
$3.19M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-8.09K- 2.85% |
$859K - $1.04M
|
275K
$36.4M
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Fusion Wealth Management, LLC
|
SELL
|
- |
-9.59K- 18.54% |
$1.02M - $1.23M
|
42.1K
$5.56M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.84K- 32.68% |
$1.05M - $1.27M
|
20.3K
$2.68M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-10.5K- 12.21% |
$1.12M - $1.36M
|
75.8K
$10M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.5K- 2.68% |
$1.22M - $1.48M
|
418K
$55.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-11.6K- 18.03% |
$1.23M - $1.49M
|
52.7K
$6.97M
|
|
|
Apr 26, 2023
Q1 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-11.8K- 41.8% |
$1.25M - $1.51M
|
16.4K
$2.16M
|
|
|
May 08, 2023
Q1 2023
|
Hc Advisors, LLC
|
SELL
|
- |
-12.6K- 39.98% |
$1.33M - $1.62M
|
18.9K
$2.49M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-12.8K- 62.91% |
$1.36M - $1.65M
|
7.57K
$1M
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-12.9K- 15.97% |
$1.37M - $1.66M
|
67.7K
$8.94M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-13.4K- 2.57% |
$1.42M - $1.72M
|
508K
$67M
|
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-13.5K- 99.81% |
$1.43M - $1.73M
|
26
$3.43K
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-14K- 32.04% |
$1.48M - $1.8M
|
29.6K
$3.91M
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-14.7K- 99.99% |
$1.56M - $1.89M
|
1
$132
|
|
|
May 02, 2023
Q1 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-15.1K- 17.71% |
$1.6M - $1.94M
|
70.1K
$9.26M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-15.8K- 16.54% |
$1.68M - $2.03M
|
79.6K
$10.5M
|
|
|
Apr 10, 2023
Q1 2023
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-16.8K- 90.16% |
$1.79M - $2.16M
|
1.83K
$242K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-19.1K- 61.91% |
$2.02M - $2.45M
|
11.7K
$1.55M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-20.5K- 32.38% |
$2.17M - $2.63M
|
42.8K
$5.65M
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-21K- 39.49% |
$2.23M - $2.7M
|
32.1K
$4.24M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-21.2K- 12.29% |
$2.25M - $2.73M
|
151K
$20M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-21.7K- 84.96% |
$2.31M - $2.79M
|
3.85K
$508K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-23.9K- 2.11% |
$2.54M - $3.08M
|
1.11M
$147M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-26.2K- 51.64% |
$2.78M - $3.37M
|
24.5K
$3.24M
|
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-26.8K- 98.43% |
$2.85M - $3.45M
|
428
$56.5K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-31.8K- 47.0% |
$3.38M - $4.09M
|
35.9K
$4.74M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-38.8K- 18.05% |
$4.12M - $4.99M
|
176K
$23.2M
|
|
|
May 12, 2023
Q1 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-40K- 13.94% |
$4.25M - $5.15M
|
247K
$32.6M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-42.8K- 26.96% |
$4.55M - $5.51M
|
116K
$15.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Regis Management CO LLC
|
SELL
|
- |
-46.2K- 71.36% |
$4.9M - $5.94M
|
18.5K
$2.45M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-51.7K- 13.02% |
$5.49M - $6.65M
|
345K
$45.6M
|
|
|
May 12, 2023
Q1 2023
|
Main Management ETF Advisors, LLC
San Francisco, CA |
SELL
|
- |
-71.8K- 8.57% |
$7.63M - $9.25M
|
766K
$101M
|
|
|
May 04, 2023
Q1 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-79.1K- 89.56% |
$8.41M - $10.2M
|
9.23K
$1.22M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-89.5K- 24.12% |
$9.51M - $11.5M
|
282K
$37.2M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-106K- 5.68% |
$11.3M - $13.7M
|
1.76M
$233M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-108K- 83.14% |
$11.5M - $13.9M
|
21.9K
$2.89M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-126K- 50.98% |
$13.4M - $16.3M
|
122K
$16.1M
|