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 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
640+ 21.33% |
$67.8K - $76.8K
|
3.64K
$425K
|
|
Jul 13, 2023
Q2 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
611+ 27.49% |
$64.7K - $73.3K
|
2.83K
$331K
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
583+ 4.77% |
$61.7K - $70K
|
12.8K
$1.49M
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
580+ 32.28% |
$61.4K - $69.6K
|
2.38K
$277K
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
572+ 2.64% |
$60.6K - $68.6K
|
22.2K
$2.6M
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
569+ 10.82% |
$60.2K - $68.3K
|
5.83K
$680K
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
568New |
$60.1K - $68.2K
|
568
$66.3K
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
561+ 2.26% |
$59.4K - $67.3K
|
25.4K
$2.97M
|
|
Jul 28, 2023
Q2 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
540+ 1.6% |
$57.2K - $64.8K
|
34.4K
$4.01M
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
523+ 0.49% |
$55.4K - $62.8K
|
108K
$12.6M
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
506+ 3.83% |
$53.6K - $60.7K
|
13.7K
$1.6M
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
487+ 18.86% |
$51.6K - $58.4K
|
3.07K
$358K
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
484+ 10.71% |
$51.2K - $58.1K
|
5K
$584K
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
477+ 41.41% |
$50.5K - $57.2K
|
1.63K
$190K
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
458+ 1.88% |
$48.5K - $55K
|
24.8K
$2.89M
|
|
Jul 28, 2023
Q2 2023
|
Financial Management Network Inc
|
BUY
|
- |
445+ 4.38% |
$47.1K - $53.4K
|
10.6K
$1.24M
|
|
Jan 24, 2024
Q2 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
444+ 10.09% |
$47K - $53.3K
|
4.85K
$565K
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
441+ 11.35% |
$46.7K - $52.9K
|
4.33K
$505K
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
432+ 3.88% |
$45.7K - $51.8K
|
11.6K
$1.35M
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
403+ 10.98% |
$42.7K - $48.4K
|
4.07K
$475K
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
361+ 3.88% |
$38.2K - $43.3K
|
9.67K
$1.13M
|
|
Jul 20, 2023
Q2 2023
|
Keudell
|
BUY
|
- |
355+ 1.03% |
$37.6K - $42.6K
|
35K
$4.08M
|
|
Jul 28, 2023
Q2 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
354+ 2.91% |
$37.5K - $42.5K
|
12.5K
$1.46M
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
347+ 32.4% |
$36.7K - $41.6K
|
1.42K
$165K
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
334+ 1.34% |
$35.4K - $40.1K
|
25.2K
$2.95M
|
|
Jul 06, 2023
Q2 2023
|
Dentgroup LLC
|
BUY
|
- |
327+ 11.3% |
$34.6K - $39.2K
|
3.22K
$376K
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
322+ 0.53% |
$34.1K - $38.6K
|
60.9K
$7.1M
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
319+ 3.06% |
$33.8K - $38.3K
|
10.8K
$1.26M
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
313+ 7.9% |
$33.1K - $37.6K
|
4.28K
$499K
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
309+ 6.89% |
$32.7K - $37.1K
|
4.8K
$559K
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
302+ 11.9% |
$32K - $36.2K
|
2.84K
$331K
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
302New |
$32K - $36.2K
|
302
$35.2K
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
299+ 6.71% |
$31.7K - $35.9K
|
4.76K
$555K
|
|
Jul 19, 2023
Q2 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
294+ 16.13% |
$31.1K - $35.3K
|
2.12K
$247K
|
|
Aug 14, 2023
Q2 2023
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
277+ 0.36% |
$29.3K - $33.2K
|
77.9K
$9.09M
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
265+ 20.77% |
$28.1K - $31.8K
|
1.54K
$180K
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
260+ 4.67% |
$27.5K - $31.2K
|
5.83K
$681K
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
256+ 13.32% |
$27.1K - $30.7K
|
2.18K
$254K
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
256+ 13.6% |
$27.1K - $30.7K
|
2.14K
$249K
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
247+ 1.4% |
$26.1K - $29.6K
|
17.9K
$2.09M
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
242+ 2.85% |
$25.6K - $29K
|
8.74K
$1.02M
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
223+ 20.24% |
$23.6K - $26.8K
|
1.33K
$155K
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
203New |
$21.5K - $24.4K
|
203
$23.7K
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
200+ 5.24% |
$21.2K - $24K
|
4.02K
$469K
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
BUY
|
- |
200New |
$21.2K - $24K
|
200
$23.3K
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
190+ 345.45% |
$20.1K - $22.8K
|
245
$28.6K
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
189+ 4.31% |
$20K - $22.7K
|
4.57K
$533K
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
188+ 318.64% |
$19.9K - $22.6K
|
247
$28.8K
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
181+ 1.4% |
$19.2K - $21.7K
|
13.1K
$1.53M
|
|
Jul 28, 2023
Q2 2023
|
Northeast Investment Management
|
BUY
|
- |
180+ 4.4% |
$19.1K - $21.6K
|
4.27K
$499K
|