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
|
Wealthfront Advisers LLC
|
SELL
|
- |
-47.2K- 4.25% |
$5M - $5.66M
|
1.06M
$127M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-47.8K- 16.98% |
$5.06M - $5.74M
|
234K
$27.9M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-50.6K- 96.16% |
$5.36M - $6.07M
|
2.02K
$241K
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-54.6K- 84.75% |
$5.78M - $6.55M
|
9.83K
$1.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-56.9K- 20.67% |
$6.03M - $6.83M
|
219K
$26.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-66.9K- 83.68% |
$7.08M - $8.02M
|
13K
$1.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-68.7K- 4.2% |
$7.27M - $8.24M
|
1.57M
$187M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-78.4K- 8.38% |
$8.3M - $9.41M
|
857K
$102M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-101K- 95.42% |
$10.7M - $12.2M
|
4.87K
$580K
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-103K- 76.82% |
$10.9M - $12.4M
|
31.1K
$3.71M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-112K- 39.5% |
$11.8M - $13.4M
|
171K
$20.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-289K- 10.36% |
$30.6M - $34.7M
|
2.5M
$298M
|