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
|
Stephens Inc
|
SELL
|
- |
-356- 5.15% |
$37.7K - $42.7K
|
6.56K
$765K
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-369- 2.8% |
$39.1K - $44.3K
|
12.8K
$1.49M
|
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-378- 2.09% |
$40K - $45.4K
|
17.7K
$2.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-383- 3.8% |
$40.5K - $46K
|
9.71K
$1.13M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-391- 2.68% |
$41.4K - $46.9K
|
14.2K
$1.65M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-398- 26.31% |
$42.1K - $47.8K
|
1.12K
$130K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-422- 6.87% |
$44.7K - $50.6K
|
5.72K
$667K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-473- 4.24% |
$50.1K - $56.8K
|
10.7K
$1.25M
|
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
SELL
|
- |
-475- 7.2% |
$50.3K - $57K
|
6.12K
$714K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-497- 0.64% |
$52.6K - $59.6K
|
77.7K
$9.07M
|
|
|
Aug 04, 2023
Q2 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-500- 5.01% |
$52.9K - $60K
|
9.48K
$1.11M
|
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-509- 4.99% |
$53.9K - $61.1K
|
9.7K
$1.13M
|
|
|
Jul 25, 2023
Q2 2023
|
Stapp Wealth Management, Pllc
Olympia, WA |
SELL
|
- |
-537- 2.22% |
$56.9K - $64.4K
|
23.6K
$2.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-537- 8.31% |
$56.9K - $64.4K
|
5.93K
$691K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-567- 4.84% |
$60K - $68K
|
11.2K
$1.3M
|
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-568- 28.73% |
$60.1K - $68.2K
|
1.41K
$164K
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-569- 18.77% |
$60.2K - $68.3K
|
2.46K
$287K
|
|
|
Aug 02, 2023
Q2 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-589- 3.87% |
$62.4K - $70.7K
|
14.6K
$1.71M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-606- 3.45% |
$64.2K - $72.7K
|
16.9K
$1.98M
|
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-612- 9.16% |
$64.8K - $73.4K
|
6.07K
$708K
|
|
|
Aug 10, 2023
Q2 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-690- 2.25% |
$73.1K - $82.8K
|
29.9K
$3.49M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-737- 25.62% |
$78K - $88.4K
|
2.14K
$250K
|
|
|
Jul 31, 2023
Q2 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-754- 8.64% |
$79.8K - $90.5K
|
7.97K
$930K
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-800- 25.81% |
$84.7K - $96K
|
2.3K
$268K
|
|
|
Aug 10, 2023
Q2 2023
|
Hc Advisors, LLC
|
SELL
|
- |
-880- 4.67% |
$93.2K - $106K
|
18K
$2.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-900- 10.84% |
$95.3K - $108K
|
7.4K
$863K
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-909- 5.18% |
$96.2K - $109K
|
16.7K
$1.94M
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1K- 8.14% |
$106K - $120K
|
11.3K
$1.32M
|
|
|
Jul 31, 2023
Q2 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-1K- 1.1% |
$106K - $120K
|
90K
$10.5M
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.07K- 3.54% |
$113K - $128K
|
29.1K
$3.4M
|
|
|
Jul 24, 2023
Q2 2023
|
True Wealth Financial Partners
|
SELL
|
- |
-1.08K- 0.88% |
$114K - $129K
|
121K
$14.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.09K- 13.25% |
$115K - $130K
|
7.11K
$830K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1.09K- 7.18% |
$116K - $131K
|
14.1K
$1.65M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.11K- 2.02% |
$117K - $133K
|
53.5K
$6.24M
|
|
|
Jul 10, 2023
Q2 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-1.13K- 9.94% |
$120K - $136K
|
10.2K
$1.19M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.16K- 38.14% |
$122K - $139K
|
1.88K
$219K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.25K- 34.15% |
$132K - $150K
|
2.41K
$281K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.27K- 2.14% |
$134K - $152K
|
57.9K
$6.76M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.28K- 5.76% |
$136K - $154K
|
21K
$2.45M
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.34K- 20.58% |
$142K - $161K
|
5.18K
$604K
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.35K- 10.61% |
$142K - $161K
|
11.3K
$1.32M
|
|
|
Jul 11, 2023
Q2 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-1.44K- 20.4% |
$153K - $173K
|
5.64K
$657K
|
|
|
Aug 14, 2023
Q2 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-1.45K- 1.23% |
$154K - $174K
|
117K
$13.6M
|
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
SELL
|
- |
-1.46K- 12.84% |
$155K - $175K
|
9.92K
$1.16M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.5K- 9.3% |
$159K - $180K
|
14.6K
$1.71M
|
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.55K- 10.78% |
$164K - $186K
|
12.8K
$1.49M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.57K- 4.75% |
$167K - $189K
|
31.6K
$3.68M
|
|
|
Jul 18, 2023
Q2 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1.62K- 6.13% |
$172K - $195K
|
24.8K
$2.89M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.75K- 48.89% |
$186K - $210K
|
1.83K
$214K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.81K- 3.42% |
$191K - $217K
|
50.9K
$5.94M
|