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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
8.86KNew |
$975K - $1.16M
|
8.86K
$1.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
8.47K+ 223.07% |
$932K - $1.11M
|
12.3K
$1.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.3K+ 2.57% |
$914K - $1.08M
|
331K
$38.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
7.86K+ 37.43% |
$865K - $1.03M
|
28.9K
$3.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.14KNew |
$786K - $932K
|
7.14K
$833K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7.13K+ 6.24% |
$785K - $931K
|
121K
$14.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.77K+ 51.6% |
$745K - $884K
|
19.9K
$2.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.76K+ 7.54% |
$744K - $882K
|
96.3K
$11.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
6.61K+ 63.76% |
$728K - $863K
|
17K
$1.98M
|
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
6.6K+ 89.19% |
$727K - $861K
|
14K
$1.63M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
6.59KNew |
$726K - $860K
|
6.59K
$769K
|
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
BUY
|
- |
6.58K+ 22.78% |
$724K - $859K
|
35.5K
$4.14M
|
|
|
Oct 12, 2023
Q3 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
6.32KNew |
$696K - $825K
|
6.32K
$737K
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
6.16K+ 9.12% |
$678K - $804K
|
73.8K
$8.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
6K+ 1442.31% |
$660K - $783K
|
6.42K
$749K
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
5.84KNew |
$643K - $762K
|
5.84K
$681K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.56K+ 38.01% |
$612K - $725K
|
20.2K
$2.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.54K+ 142.76% |
$610K - $723K
|
9.42K
$1.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
5.27KNew |
$580K - $688K
|
5.27K
$615K
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
5.26K+ 53.79% |
$579K - $686K
|
15K
$1.75M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.87K+ 58.2% |
$536K - $635K
|
13.2K
$1.54M
|
|
|
Oct 12, 2023
Q3 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
4.86K+ 130.52% |
$535K - $635K
|
8.59K
$1M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.73K+ 2.64% |
$520K - $617K
|
184K
$21.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
4.71K+ 49.62% |
$519K - $615K
|
14.2K
$1.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.69KNew |
$516K - $612K
|
4.69K
$547K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
4.57K+ 6.16% |
$503K - $597K
|
78.8K
$9.19M
|
|
|
Oct 20, 2023
Q3 2023
|
Bfsg, LLC
|
BUY
|
- |
4.08K+ 4.6% |
$449K - $533K
|
92.8K
$10.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
4.02K+ 16.21% |
$443K - $525K
|
28.8K
$3.36M
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
3.95K+ 3949.0% |
$435K - $515K
|
4.05K
$472K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.91K+ 105.02% |
$431K - $510K
|
7.64K
$891K
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
3.88K+ 5.23% |
$427K - $506K
|
78K
$9.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.87K+ 7.06% |
$426K - $505K
|
58.7K
$6.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
3.71KNew |
$409K - $484K
|
3.71K
$433K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.59KNew |
$396K - $469K
|
3.59K
$419K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.5K+ 8.28% |
$385K - $457K
|
45.8K
$5.34M
|
|
|
Oct 24, 2023
Q3 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
3.5K+ 31.72% |
$385K - $457K
|
14.5K
$1.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Derbend Asset Management
|
BUY
|
- |
3.43KNew |
$377K - $447K
|
3.43K
$400K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
3.35KNew |
$368K - $437K
|
3.35K
$390K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
3.3K+ 22.38% |
$363K - $430K
|
18K
$2.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
3.23K+ 56.99% |
$355K - $421K
|
8.89K
$1.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.14K+ 59.1% |
$346K - $410K
|
8.46K
$987K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.12K+ 23.46% |
$343K - $407K
|
16.4K
$1.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3K+ 4.93% |
$330K - $391K
|
63.8K
$7.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.9K+ 10.41% |
$319K - $379K
|
30.8K
$3.59M
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.76KNew |
$304K - $360K
|
2.76K
$322K
|
|
|
Nov 06, 2023
Q3 2023
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
2.6K+ 3.34% |
$287K - $340K
|
80.5K
$9.39M
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.58KNew |
$284K - $337K
|
2.58K
$301K
|
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
2.51K+ 23.05% |
$276K - $327K
|
13.4K
$1.56M
|
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2.48K+ 8.65% |
$273K - $324K
|
31.2K
$3.64M
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
2.4KNew |
$264K - $313K
|
2.4K
$280K
|