Purchases and Sales Made in Q2 2023 in Vanguard Energy ETF (VDE)
This table provides information about the institutional ownership of Vanguard Energy ETF (VDE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
268K+ 10663.68% |
$28.4M - $32.2M
|
271K
$31.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
131K+ 13.98% |
$13.8M - $15.7M
|
1.06M
$124M
|
|
|
Aug 14, 2023
Q2 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
107K+ 35.97% |
$11.3M - $12.8M
|
405K
$47.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Polianta LTD
|
BUY
|
- |
76KNew |
$8.05M - $9.12M
|
76K
$8.87M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
56.8K+ 169.03% |
$6.02M - $6.82M
|
90.5K
$10.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
53.7K+ 7.01% |
$5.69M - $6.44M
|
820K
$95.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
50.3K+ 2.85% |
$5.32M - $6.03M
|
1.81M
$212M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
42.3K+ 53.14% |
$4.48M - $5.08M
|
122K
$14.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
33.7K+ 10.62% |
$3.57M - $4.04M
|
351K
$41M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
31.5KNew |
$3.33M - $3.78M
|
31.5K
$3.67M
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
27.6K+ 6447.43% |
$2.92M - $3.31M
|
28K
$3.27M
|
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
26.9KNew |
$2.85M - $3.23M
|
26.9K
$3.14M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
24.1K+ 309.56% |
$2.55M - $2.9M
|
31.9K
$3.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
19K+ 52.91% |
$2.01M - $2.28M
|
54.8K
$6.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
18.9K+ 17.83% |
$2M - $2.27M
|
125K
$14.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Newport Capital Group, LLC
|
BUY
|
- |
16.1KNew |
$1.7M - $1.93M
|
16.1K
$1.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
13.8KNew |
$1.46M - $1.66M
|
13.8K
$1.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
13.7K+ 70.76% |
$1.45M - $1.64M
|
33K
$3.85M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.7K+ 10.98% |
$1.35M - $1.53M
|
129K
$15M
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.1K+ 64.28% |
$1.28M - $1.45M
|
30.9K
$3.61M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
11.6K+ 48.71% |
$1.23M - $1.39M
|
35.3K
$4.12M
|
|
|
Aug 08, 2023
Q2 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
10.4KNew |
$1.1M - $1.24M
|
10.4K
$1.21M
|
|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
9.77KNew |
$1.03M - $1.17M
|
9.77K
$1.14M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
8.6KNew |
$910K - $1.03M
|
8.6K
$1M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
8.02K+ 12.12% |
$849K - $962K
|
74.2K
$8.65M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
8K+ 178.37% |
$847K - $960K
|
12.5K
$1.46M
|
|
|
Aug 07, 2023
Q2 2023
|
Bfsg, LLC
|
BUY
|
- |
7.73K+ 9.55% |
$818K - $928K
|
88.7K
$10.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
6.95K+ 48.13% |
$736K - $834K
|
21.4K
$2.5M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
6.58K+ 230.9% |
$697K - $790K
|
9.43K
$1.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.14K+ 79.6% |
$650K - $736K
|
13.8K
$1.62M
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
5.71K+ 30.48% |
$605K - $685K
|
24.4K
$2.85M
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
5.56K+ 8.95% |
$588K - $667K
|
67.6K
$7.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.49K+ 36.19% |
$581K - $658K
|
20.6K
$2.41M
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
5.41K+ 3.06% |
$573K - $649K
|
183K
$21.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.36K+ 9.23% |
$567K - $643K
|
63.4K
$7.4M
|
|
|
Aug 22, 2023
Q2 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
4.98KNew |
$527K - $598K
|
4.98K
$581K
|
|
|
Jul 17, 2023
Q2 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
4.93K+ 6.89% |
$522K - $592K
|
76.5K
$8.93M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.85K+ 93.66% |
$513K - $582K
|
10K
$1.17M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
4.47KNew |
$473K - $536K
|
4.47K
$521K
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
4.3KNew |
$455K - $515K
|
4.3K
$501K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4.28K+ 4071.43% |
$453K - $513K
|
4.38K
$511K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
4.23K+ 14.27% |
$448K - $507K
|
33.9K
$3.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.22K+ 13.15% |
$447K - $507K
|
36.3K
$4.24M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4K+ 16.62% |
$423K - $480K
|
28.1K
$3.27M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
3.89K+ 88.82% |
$412K - $467K
|
8.27K
$965K
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.84K+ 33.26% |
$407K - $461K
|
15.4K
$1.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
3.73KNew |
$394K - $447K
|
3.73K
$435K
|
|
|
Jul 20, 2023
Q2 2023
|
Nvest Financial, LLC
|
BUY
|
- |
3.51K+ 26.62% |
$372K - $421K
|
16.7K
$1.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.4K+ 2.55% |
$360K - $408K
|
137K
$16M
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3.4KNew |
$360K - $408K
|
3.4K
$397K
|