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 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
175+ 3.07% |
$18.5K - $21K
|
5.88K
$686K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Management Associates
New York, NY |
BUY
|
- |
171+ 1.84% |
$18.1K - $20.5K
|
9.44K
$1.1M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
155+ 9.75% |
$16.4K - $18.6K
|
1.74K
$203K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
153+ 1.85% |
$16.2K - $18.4K
|
8.42K
$982K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
150+ 2.22% |
$15.9K - $18K
|
6.92K
$807K
|
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
150+ 7.76% |
$15.9K - $18K
|
2.08K
$243K
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
147+ 1.41% |
$15.6K - $17.6K
|
10.6K
$1.23M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
142+ 3.31% |
$15K - $17K
|
4.43K
$517K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
125New |
$13.2K - $15K
|
125
$14.6K
|
|
|
Aug 08, 2024
Q2 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
123+ 2.42% |
$13K - $14.8K
|
5.21K
$608K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
115+ 1.85% |
$12.2K - $13.8K
|
6.34K
$739K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
114+ 1.89% |
$12.1K - $13.7K
|
6.15K
$718K
|
|
|
Jul 17, 2023
Q2 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
110+ 0.87% |
$11.6K - $13.2K
|
12.8K
$1.49M
|
|
|
Aug 10, 2023
Q2 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
108+ 0.24% |
$11.4K - $13K
|
44.9K
$5.24M
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
108New |
$11.4K - $13K
|
108
$12.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
104New |
$11K - $12.5K
|
104
$12.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$10.6K - $12K
|
100
$11.7K
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
BUY
|
- |
100+ 4.29% |
$10.6K - $12K
|
2.43K
$284K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
100+ 5.0% |
$10.6K - $12K
|
2.1K
$245K
|
|
|
Aug 09, 2023
Q2 2023
|
North Star Asset Management Inc
|
BUY
|
- |
100+ 0.53% |
$10.6K - $12K
|
19.1K
$2.23M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
95+ 1.39% |
$10.1K - $11.4K
|
6.92K
$807K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
82+ 1.42% |
$8.68K - $9.84K
|
5.87K
$685K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
80+ 4.63% |
$8.47K - $9.6K
|
1.81K
$211K
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
80+ 2.98% |
$8.47K - $9.6K
|
2.76K
$322K
|
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
BUY
|
- |
72+ 0.33% |
$7.62K - $8.64K
|
21.7K
$2.53M
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
70+ 1.26% |
$7.41K - $8.4K
|
5.62K
$655K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
70New |
$7.41K - $8.4K
|
70
$8.17K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
64+ 8.24% |
$6.78K - $7.68K
|
841
$98.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
60New |
$6.35K - $7.2K
|
60
$7K
|
|
|
Jul 28, 2023
Q2 2023
|
Bray Capital Advisors
|
BUY
|
- |
55+ 1.19% |
$5.82K - $6.6K
|
4.67K
$544K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
50+ 5.62% |
$5.29K - $6K
|
939
$110K
|
|
|
May 01, 2024
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
50+ 1.57% |
$5.29K - $6K
|
3.24K
$377K
|
|
|
Aug 08, 2023
Q2 2023
|
Rice Partnership, LLC
|
BUY
|
- |
50New |
$5.29K - $6K
|
50
$5.83K
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
50+ 0.42% |
$5.29K - $6K
|
12.1K
$1.41M
|
|
|
Aug 10, 2023
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
50+ 1.57% |
$5.29K - $6K
|
3.24K
$377K
|
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
BUY
|
- |
48+ 0.17% |
$5.08K - $5.76K
|
28.9K
$3.37M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
BUY
|
- |
46+ 0.54% |
$4.87K - $5.52K
|
8.61K
$1M
|
|
|
Aug 01, 2023
Q2 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
46+ 2.35% |
$4.87K - $5.52K
|
2K
$234K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
46+ 0.45% |
$4.87K - $5.52K
|
10.3K
$1.21M
|
|
|
Jul 21, 2023
Q2 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
37+ 1.26% |
$3.92K - $4.44K
|
2.97K
$347K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
37+ 6.35% |
$3.92K - $4.44K
|
620
$72.3K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
37+ 1.0% |
$3.92K - $4.44K
|
3.75K
$438K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
36+ 1.04% |
$3.81K - $4.32K
|
3.51K
$410K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
35+ 1.32% |
$3.71K - $4.2K
|
2.69K
$314K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
35+ 0.91% |
$3.71K - $4.2K
|
3.88K
$453K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
30New |
$3.18K - $3.6K
|
30
$3.5K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
25+ 0.38% |
$2.65K - $3K
|
6.56K
$765K
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
BUY
|
- |
25+ 0.14% |
$2.65K - $3K
|
18.3K
$2.14M
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
22+ 0.45% |
$2.33K - $2.64K
|
4.96K
$579K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
18+ 11.39% |
$1.91K - $2.16K
|
176
$20.5K
|