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
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
3.38K+ 1.37% |
$357K - $405K
|
250K
$29.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.34K+ 5.5% |
$353K - $401K
|
64.1K
$7.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.3K+ 163.14% |
$349K - $396K
|
5.32K
$620K
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.28KNew |
$347K - $394K
|
3.28K
$383K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3KNew |
$318K - $360K
|
3K
$350K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.96K+ 2.18% |
$314K - $356K
|
139K
$16.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.87K+ 4.24% |
$304K - $344K
|
70.6K
$8.23M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.69K+ 1.78% |
$285K - $323K
|
154K
$18M
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.66K+ 13.47% |
$282K - $319K
|
22.4K
$2.62M
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
2.64K+ 32.07% |
$280K - $317K
|
10.9K
$1.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.6K+ 12.4% |
$275K - $312K
|
23.6K
$2.75M
|
|
|
Jul 13, 2023
Q2 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
2.57K+ 37.0% |
$272K - $308K
|
9.5K
$1.11M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.51KNew |
$266K - $301K
|
2.51K
$293K
|
|
|
Aug 07, 2023
Q2 2023
|
Coastline Trust CO
|
BUY
|
- |
2.46KNew |
$260K - $295K
|
2.46K
$286K
|
|
|
Aug 11, 2023
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.43KNew |
$257K - $292K
|
2.43K
$284K
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.27KNew |
$241K - $273K
|
2.27K
$265K
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
2.22KNew |
$235K - $267K
|
2.22K
$259K
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.14KNew |
$226K - $257K
|
2.14K
$249K
|
|
|
Aug 04, 2023
Q2 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
2.07KNew |
$219K - $249K
|
2.07K
$242K
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.01K+ 6.06% |
$212K - $241K
|
35.1K
$4.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.91K+ 26.98% |
$202K - $229K
|
9K
$1.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.91KNew |
$202K - $229K
|
1.91K
$222K
|
|
|
Jul 13, 2023
Q2 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
1.9KNew |
$201K - $228K
|
1.9K
$222K
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
BUY
|
- |
1.87KNew |
$198K - $224K
|
1.87K
$218K
|
|
|
Aug 14, 2023
Q2 2023
|
Petix & Botte CO
|
BUY
|
- |
1.87KNew |
$198K - $224K
|
1.87K
$218K
|
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.8KNew |
$191K - $216K
|
1.8K
$210K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.62K+ 8.53% |
$171K - $194K
|
20.6K
$2.4M
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
1.4K+ 3.32% |
$148K - $168K
|
43.5K
$5.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.38K+ 51.69% |
$146K - $166K
|
4.05K
$473K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.36K+ 12.18% |
$144K - $163K
|
12.5K
$1.46M
|
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.33K+ 4.84% |
$140K - $159K
|
28.7K
$3.35M
|
|
|
Jul 27, 2023
Q2 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
1.3K+ 69.18% |
$137K - $155K
|
3.17K
$369K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.2KNew |
$127K - $144K
|
1.2K
$140K
|
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.12K+ 17.99% |
$118K - $134K
|
7.33K
$855K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.07K+ 4.16% |
$113K - $129K
|
26.9K
$3.13M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.07K+ 4.16% |
$113K - $129K
|
26.9K
$3.13M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
1K+ 8.07% |
$106K - $120K
|
13.4K
$1.56M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1K+ 32.26% |
$106K - $120K
|
4.1K
$478K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
993+ 2.55% |
$105K - $119K
|
39.9K
$4.66M
|
|
|
Aug 07, 2023
Q2 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
926+ 4.8% |
$98K - $111K
|
20.2K
$2.36M
|
|
|
Jul 13, 2023
Q2 2023
|
Sinecera Capital, LLC
|
BUY
|
- |
885+ 5.66% |
$93.7K - $106K
|
16.5K
$1.93M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
875+ 2243.59% |
$92.6K - $105K
|
914
$107K
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
817+ 14.79% |
$86.5K - $98K
|
6.34K
$740K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
800+ 66.67% |
$84.7K - $96K
|
2K
$233K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
775+ 9.61% |
$82K - $93K
|
8.84K
$1.03M
|
|
|
Aug 03, 2023
Q2 2023
|
Quaker Wealth Management, LLC
|
BUY
|
- |
744+ 2.33% |
$78.8K - $89.3K
|
32.7K
$3.81M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
713+ 3.01% |
$75.5K - $85.6K
|
24.4K
$2.85M
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
713+ 21.13% |
$75.5K - $85.6K
|
4.09K
$477K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
702+ 6.76% |
$74.3K - $84.2K
|
11.1K
$1.29M
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
648+ 12.99% |
$68.6K - $77.8K
|
5.64K
$657K
|