Purchases and Sales Made in Q4 2022 in Vanguard Energy ETF (VDE)
This table provides information about the institutional ownership of Vanguard Energy ETF (VDE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.2M+ 69110.78% |
$343M - $422M
|
3.2M
$423M
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
343K+ 1034.0% |
$36.7M - $45.2M
|
376K
$49.7M
|
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
196K+ 206.74% |
$21M - $25.8M
|
291K
$38.4M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
182KNew |
$19.5M - $24M
|
182K
$24.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
155K+ 6200.0% |
$16.6M - $20.4M
|
158K
$20.8M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
132K+ 113.55% |
$14.1M - $17.4M
|
248K
$32.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
132K+ 113.55% |
$14.1M - $17.4M
|
248K
$32.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
126K+ 7.25% |
$13.5M - $16.7M
|
1.87M
$247M
|
|
|
Feb 15, 2023
Q4 2022
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
118KNew |
$12.6M - $15.5M
|
118K
$15.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
88.4KNew |
$9.47M - $11.7M
|
88.4K
$11.7M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
87K+ 28.08% |
$9.32M - $11.5M
|
397K
$52.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
73.3KNew |
$7.85M - $9.66M
|
73.3K
$9.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
70.9K+ 33.34% |
$7.6M - $9.35M
|
284K
$37.4M
|
|
|
Jan 11, 2024
Q4 2022
|
Whitford Management LLC
New York, NY |
BUY
|
- |
69.8KNew |
$7.48M - $9.21M
|
69.8K
$9.22M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
68.8K+ 22.77% |
$7.37M - $9.08M
|
371K
$49M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
66.1K+ 2.01% |
$7.08M - $8.71M
|
3.35M
$442M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
60K+ 6.91% |
$6.43M - $7.92M
|
928K
$123M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
57.2K+ 56.35% |
$6.13M - $7.55M
|
159K
$21M
|
|
|
Feb 14, 2023
Q4 2022
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
57.1K+ 281.29% |
$6.12M - $7.53M
|
77.4K
$10.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
55.7K+ 104.45% |
$5.97M - $7.35M
|
109K
$14.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
53.1KNew |
$5.69M - $7M
|
53.1K
$7.01M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
35.7KNew |
$3.82M - $4.7M
|
35.7K
$4.71M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
34.1K+ 2268.22% |
$3.65M - $4.5M
|
35.6K
$4.7M
|
|
|
Jan 30, 2023
Q4 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
33.4KNew |
$3.57M - $4.4M
|
33.4K
$4.41M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
31.8K+ 7.08% |
$3.41M - $4.19M
|
481K
$63.5M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
30.8K+ 94.72% |
$3.29M - $4.06M
|
63.2K
$8.35M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
30.6KNew |
$3.28M - $4.04M
|
30.6K
$4.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
30.6K+ 93.74% |
$3.28M - $4.03M
|
63.2K
$8.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
29.5K+ 3.65% |
$3.16M - $3.89M
|
838K
$111M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
28.2KNew |
$3.02M - $3.71M
|
28.2K
$3.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Boxwood Ventures, Inc.
|
BUY
|
- |
27.7KNew |
$2.97M - $3.66M
|
27.7K
$3.66M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
27.5K+ 5015.48% |
$2.95M - $3.63M
|
28.1K
$3.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.6KNew |
$2.74M - $3.37M
|
25.6K
$3.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
24.8K+ 27.94% |
$2.66M - $3.27M
|
114K
$15M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
23.6KNew |
$2.53M - $3.12M
|
23.6K
$3.12M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
23.2K+ 6416.02% |
$2.49M - $3.06M
|
23.6K
$3.12M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
23.1K+ 979.41% |
$2.47M - $3.04M
|
25.4K
$3.36M
|
|
|
Feb 06, 2023
Q4 2022
|
Park National Corp
|
BUY
|
- |
23KNew |
$2.46M - $3.03M
|
23K
$3.04M
|
|
|
Feb 10, 2023
Q4 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
22.1KNew |
$2.37M - $2.91M
|
22.1K
$2.92M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
21K+ 183.98% |
$2.25M - $2.77M
|
32.5K
$4.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20.7K+ 5.07% |
$2.22M - $2.73M
|
429K
$56.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
20.7KNew |
$2.22M - $2.73M
|
20.7K
$2.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
20.4KNew |
$2.19M - $2.69M
|
20.4K
$2.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
20.1K+ 187.66% |
$2.15M - $2.65M
|
30.8K
$4.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
19.3KNew |
$2.07M - $2.55M
|
19.3K
$2.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
18.1KNew |
$1.94M - $2.39M
|
18.1K
$2.4M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
17.9K+ 32.81% |
$1.92M - $2.36M
|
72.5K
$9.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
17.3KNew |
$1.86M - $2.29M
|
17.3K
$2.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.8K+ 49.63% |
$1.8M - $2.22M
|
50.7K
$6.69M
|
|
|
Jan 30, 2023
Q4 2022
|
Valence8 Us LP
Cambridge, MA |
BUY
|
- |
15.9KNew |
$1.7M - $2.1M
|
15.9K
$2.1M
|