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
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
18+ 0.83% |
$1.91K - $2.16K
|
2.18K
$255K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
17+ 0.32% |
$1.8K - $2.04K
|
5.4K
$630K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
14+ 2.13% |
$1.48K - $1.68K
|
671
$78.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
14+ 0.23% |
$1.48K - $1.68K
|
6.21K
$725K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
11+ 0.38% |
$1.16K - $1.32K
|
2.93K
$342K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
11+ 0.55% |
$1.16K - $1.32K
|
2.02K
$236K
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
10+ 0.51% |
$1.06K - $1.2K
|
1.96K
$229K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
6+ 0.08% |
$635 - $720
|
7.34K
$857K
|
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
BUY
|
- |
6+ 10.34% |
$635 - $720
|
64
$7.47K
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
4+ 0.16% |
$423 - $480
|
2.55K
$297K
|
|
|
Aug 11, 2023
Q2 2023
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
3+ 0.01% |
$318 - $360
|
43.2K
$5.03M
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2+ 0.11% |
$212 - $240
|
1.88K
$219K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2+ 0.13% |
$212 - $240
|
1.55K
$181K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
1New |
$106 - $120
|
1
$117
|
|
|
Jul 24, 2023
Q2 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
1New |
$106 - $120
|
1
$117
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1+ 0.03% |
$106 - $120
|
3.3K
$385K
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.0% |
$106 - $120
|
24.2K
$2.82M
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
SELL
|
- |
-1- 0.01% |
$106 - $120
|
14.7K
$1.72M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 0.88% |
$106 - $120
|
113
$13.2K
|
|
|
Aug 03, 2023
Q2 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-2- 0.7% |
$212 - $240
|
285
$33.3K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-3- 0.32% |
$318 - $360
|
939
$110K
|
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-4- 0.06% |
$423 - $480
|
6.86K
$800K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-8- 0.12% |
$847 - $960
|
6.57K
$767K
|
|
|
Jul 18, 2023
Q2 2023
|
Welch Group, LLC
|
SELL
|
- |
-12- 0.56% |
$1.27K - $1.44K
|
2.14K
$250K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-13- 24.07% |
$1.38K - $1.56K
|
41
$4.78K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-15- 0.18% |
$1.59K - $1.8K
|
8.27K
$965K
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-16- 0.49% |
$1.69K - $1.92K
|
3.28K
$382K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-20- 6.47% |
$2.12K - $2.4K
|
289
$33.7K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-20- 6.47% |
$2.12K - $2.4K
|
289
$33.7K
|
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
SELL
|
- |
-24- 1.32% |
$2.54K - $2.88K
|
1.8K
$210K
|
|
|
Nov 27, 2023
Q2 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-26Closed |
$2.75K - $3.12K
|
0
$0
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-26- 44.83% |
$2.75K - $3.12K
|
32
$3.73K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-27- 1.68% |
$2.86K - $3.24K
|
1.58K
$185K
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-30- 1.51% |
$3.18K - $3.6K
|
1.96K
$228K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-35- 12.87% |
$3.71K - $4.2K
|
237
$27.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-36- 9.05% |
$3.81K - $4.32K
|
362
$42.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-37- 1.37% |
$3.92K - $4.44K
|
2.66K
$310K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-38- 2.18% |
$4.02K - $4.56K
|
1.7K
$199K
|
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-39- 0.73% |
$4.13K - $4.68K
|
5.3K
$618K
|
|
|
Aug 01, 2023
Q2 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-40- 0.7% |
$4.23K - $4.8K
|
5.71K
$667K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
SELL
|
- |
-42- 89.36% |
$4.45K - $5.04K
|
5
$583
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-43- 5.53% |
$4.55K - $5.16K
|
734
$85.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-45- 0.79% |
$4.76K - $5.4K
|
5.65K
$659K
|
|
|
Jul 20, 2023
Q2 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-46- 0.3% |
$4.87K - $5.52K
|
15.1K
$1.76M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-47- 4.37% |
$4.98K - $5.64K
|
1.03K
$120K
|
|
|
Sep 26, 2023
Q2 2023
|
M Financial Asset Management, Inc.
Portland, OR |
SELL
|
- |
-50- 0.39% |
$5.29K - $6K
|
12.9K
$1.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Hamilton Wealth, LLC
|
SELL
|
- |
-50- 0.7% |
$5.29K - $6K
|
7.12K
$830K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-55- 1.5% |
$5.82K - $6.6K
|
3.62K
$423K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-56- 1.02% |
$5.93K - $6.72K
|
5.43K
$633K
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-66- 27.62% |
$6.99K - $7.92K
|
173
$20.2K
|