Purchases and Sales Made in Q3 2023 in Vanguard Energy ETF (VDE)
This table provides information about the institutional ownership of Vanguard Energy ETF (VDE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
1.73M+ 6245.98% |
$191M - $226M
|
1.76M
$205M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
889K+ 518.89% |
$97.8M - $116M
|
1.06M
$124M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
361K+ 154.38% |
$39.7M - $47.1M
|
595K
$69.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
191K+ 1868.95% |
$21M - $24.9M
|
201K
$23.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
153K+ 18.67% |
$16.9M - $20M
|
973K
$114M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
133K+ 4412.61% |
$14.6M - $17.3M
|
136K
$15.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
115K+ 13.47% |
$12.7M - $15.1M
|
973K
$114M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
106K+ 541.72% |
$11.7M - $13.8M
|
125K
$14.6M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
102K+ 718.36% |
$11.2M - $13.3M
|
116K
$13.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
89.5K+ 646.2% |
$9.85M - $11.7M
|
103K
$12.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
87.5K+ 82.08% |
$9.63M - $11.4M
|
194K
$22.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
83.5KNew |
$9.19M - $10.9M
|
83.5K
$9.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
79KNew |
$8.7M - $10.3M
|
79K
$9.22M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
75.1K+ 231.37% |
$8.27M - $9.81M
|
108K
$12.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
74.3KNew |
$8.18M - $9.7M
|
74.3K
$8.67M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
70.4KNew |
$7.75M - $9.19M
|
70.4K
$8.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
68.7KNew |
$7.56M - $8.96M
|
68.7K
$8.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
61.1KNew |
$6.73M - $7.98M
|
61.1K
$7.13M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
53.4K+ 49.29% |
$5.87M - $6.96M
|
162K
$18.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
52.7KNew |
$5.8M - $6.88M
|
52.7K
$6.15M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
50.6K+ 2505.79% |
$5.57M - $6.6M
|
52.6K
$6.14M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
49.5K+ 105.6% |
$5.45M - $6.46M
|
96.3K
$11.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
42.8K+ 8.99% |
$4.72M - $5.59M
|
520K
$60.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
42.8KNew |
$4.71M - $5.58M
|
42.8K
$4.99M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
41.2K+ 54.36% |
$4.53M - $5.37M
|
117K
$13.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Retireful, LLC
|
BUY
|
- |
38.6KNew |
$4.25M - $5.04M
|
38.6K
$4.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
34.4K+ 44.98% |
$3.79M - $4.49M
|
111K
$12.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
32.9K+ 13.16% |
$3.63M - $4.3M
|
283K
$33.1M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
25.9K+ 33.31% |
$2.85M - $3.38M
|
104K
$12.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
23.6K+ 976.25% |
$2.6M - $3.08M
|
26K
$3.03M
|
|
|
Oct 13, 2023
Q3 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
23KNew |
$2.53M - $3M
|
23K
$2.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
20.2K+ 85.26% |
$2.23M - $2.64M
|
43.9K
$5.13M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
20.2K+ 78.63% |
$2.23M - $2.64M
|
45.9K
$5.36M
|
|
|
Oct 19, 2023
Q3 2023
|
Quaker Wealth Management, LLC
|
BUY
|
- |
19.7K+ 60.16% |
$2.16M - $2.57M
|
52.3K
$6.1M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
18.5KNew |
$2.04M - $2.42M
|
18.5K
$2.16M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17K+ 33.3% |
$1.87M - $2.21M
|
67.9K
$7.92M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16.6K+ 10.75% |
$1.82M - $2.16M
|
170K
$19.9M
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
15.9K+ 139.51% |
$1.75M - $2.08M
|
27.4K
$3.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
15.8KNew |
$1.74M - $2.07M
|
15.8K
$1.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
14.8K+ 96.21% |
$1.63M - $1.93M
|
30.2K
$3.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14K+ 66.64% |
$1.54M - $1.83M
|
35K
$4.08M
|
|
|
Nov 09, 2023
Q3 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
13.5KNew |
$1.48M - $1.76M
|
13.5K
$1.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.3K+ 275.61% |
$1.24M - $1.47M
|
15.4K
$1.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
11.2KNew |
$1.23M - $1.46M
|
11.2K
$1.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
11.1K+ 105.25% |
$1.22M - $1.45M
|
21.6K
$2.52M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
11K+ 335.1% |
$1.21M - $1.44M
|
14.3K
$1.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
10KNew |
$1.1M - $1.31M
|
10K
$1.17M
|
|
|
Nov 01, 2023
Q3 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
9.98KNew |
$1.1M - $1.3M
|
9.98K
$1.16M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
9.74K+ 170.33% |
$1.07M - $1.27M
|
15.5K
$1.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.98K+ 2.56% |
$988K - $1.17M
|
360K
$42M
|