Purchases and Sales Made in Q3 2022 in Vanguard Energy ETF (VDE)
This table provides information about the institutional ownership of Vanguard Energy ETF (VDE) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
330+ 6.62% |
$30.9K - $39.1K
|
5.31K
$620K
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
326+ 2.92% |
$30.6K - $38.6K
|
11.5K
$1.34M
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
325+ 8.45% |
$30.5K - $38.5K
|
4.17K
$487K
|
|
Oct 12, 2022
Q3 2022
|
Rba Wealth Management, LLC
|
BUY
|
- |
309+ 12.55% |
$29K - $36.6K
|
2.77K
$323K
|
|
Nov 03, 2022
Q3 2022
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
302+ 2.02% |
$28.3K - $35.8K
|
15.2K
$1.78M
|
|
Oct 25, 2022
Q3 2022
|
Sonata Capital Group Inc
|
BUY
|
- |
300+ 3.1% |
$28.1K - $35.5K
|
9.98K
$1.16M
|
|
Oct 20, 2022
Q3 2022
|
First Premier Bank
|
BUY
|
- |
286+ 13.23% |
$26.8K - $33.9K
|
2.45K
$285K
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
283+ 5.28% |
$26.5K - $33.5K
|
5.64K
$658K
|
|
Oct 25, 2022
Q3 2022
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
275+ 1.38% |
$25.8K - $32.6K
|
20.2K
$2.35M
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
275+ 1.88% |
$25.8K - $32.6K
|
14.9K
$1.74M
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
269+ 368.49% |
$25.2K - $31.9K
|
342
$39.9K
|
|
Oct 24, 2022
Q3 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
267+ 0.75% |
$25K - $31.6K
|
36K
$4.21M
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
256+ 3.6% |
$24K - $30.3K
|
7.37K
$859K
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
BUY
|
- |
255New |
$23.9K - $30.2K
|
255
$29.8K
|
|
Nov 01, 2022
Q3 2022
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
240+ 2.04% |
$22.5K - $28.4K
|
12K
$1.4M
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
226+ 3.67% |
$21.2K - $26.8K
|
6.38K
$744K
|
|
Nov 14, 2022
Q3 2022
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
225+ 281.25% |
$21.1K - $26.7K
|
305
$35.6K
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
BUY
|
- |
220+ 6.53% |
$20.6K - $26.1K
|
3.59K
$419K
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
209New |
$19.6K - $24.8K
|
209
$24.4K
|
|
Oct 07, 2022
Q3 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
200New |
$18.8K - $23.7K
|
200
$23.3K
|
|
Nov 15, 2022
Q3 2022
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
193+ 0.96% |
$18.1K - $22.9K
|
20.3K
$2.37M
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
190+ 16.83% |
$17.8K - $22.5K
|
1.32K
$154K
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
188+ 3.15% |
$17.6K - $22.3K
|
6.16K
$719K
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
187+ 0.94% |
$17.5K - $22.2K
|
20.1K
$2.34M
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
187+ 1.66% |
$17.5K - $22.2K
|
11.5K
$1.34M
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
161+ 0.42% |
$15.1K - $19.1K
|
38.2K
$4.46M
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
160+ 5.41% |
$15K - $19K
|
3.12K
$364K
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
153+ 31.35% |
$14.3K - $18.1K
|
641
$74.8K
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
140+ 33.65% |
$13.1K - $16.6K
|
556
$64.9K
|
|
Oct 20, 2022
Q3 2022
|
Girard Partners Ltd.
|
BUY
|
- |
130+ 2.6% |
$12.2K - $15.4K
|
5.14K
$600K
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
128+ 5.12% |
$12K - $15.2K
|
2.63K
$307K
|
|
Nov 14, 2022
Q3 2022
|
Fca Corp
Houston, TX |
BUY
|
- |
127+ 0.89% |
$11.9K - $15K
|
14.5K
$1.69M
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
123+ 3.25% |
$11.5K - $14.6K
|
3.91K
$456K
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
121New |
$11.3K - $14.3K
|
121
$14.1K
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
119+ 5.32% |
$11.2K - $14.1K
|
2.36K
$275K
|
|
Nov 09, 2022
Q3 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
109+ 0.76% |
$10.2K - $12.9K
|
14.4K
$1.68M
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
106+ 4.35% |
$9.94K - $12.6K
|
2.54K
$296K
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
104+ 16.17% |
$9.75K - $12.3K
|
747
$87.2K
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
103New |
$9.66K - $12.2K
|
103
$12K
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
98+ 0.58% |
$9.19K - $11.6K
|
16.9K
$1.97M
|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
96+ 0.78% |
$9K - $11.4K
|
12.5K
$1.45M
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
76+ 7.8% |
$7.13K - $9K
|
1.05K
$123K
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
70+ 7.04% |
$6.56K - $8.29K
|
1.06K
$124K
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
64+ 0.24% |
$6K - $7.58K
|
26.6K
$3.1M
|
|
Nov 14, 2022
Q3 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
57+ 1.4% |
$5.34K - $6.75K
|
4.14K
$483K
|
|
Nov 04, 2022
Q3 2022
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
53+ 0.05% |
$4.97K - $6.28K
|
117K
$13.7M
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
49+ 1.19% |
$4.59K - $5.8K
|
4.17K
$487K
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
47+ 0.86% |
$4.41K - $5.57K
|
5.52K
$644K
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
46+ 0.51% |
$4.31K - $5.45K
|
9.03K
$1.05M
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
46+ 0.21% |
$4.31K - $5.45K
|
22.2K
$2.59M
|