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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-10- 16.39% |
$1.07K - $1.32K
|
51
$6.74K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-12- 7.36% |
$1.29K - $1.58K
|
151
$19.9K
|
|
|
Jan 19, 2024
Q4 2022
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-13- 0.62% |
$1.39K - $1.71K
|
2.1K
$277K
|
|
|
Mar 06, 2023
Q4 2022
|
North Star Asset Management Inc
|
SELL
|
- |
-15- 0.08% |
$1.61K - $1.98K
|
19.1K
$2.52M
|
|
|
Jan 31, 2023
Q4 2022
|
Money Design Co.,Ltd.
|
SELL
|
- |
-17- 94.44% |
$1.82K - $2.24K
|
1
$132
|
|
|
Aug 02, 2023
Q4 2022
|
Money Design Co.,Ltd.
|
SELL
|
- |
-17- 94.44% |
$1.82K - $2.24K
|
1
$132
|
|
|
Jan 19, 2023
Q4 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-21- 0.2% |
$2.25K - $2.77K
|
10.7K
$1.41M
|
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
SELL
|
- |
-30- 0.45% |
$3.21K - $3.96K
|
6.68K
$883K
|
|
|
Feb 13, 2023
Q4 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-30- 0.19% |
$3.21K - $3.96K
|
15.8K
$2.09M
|
|
|
Jan 09, 2023
Q4 2022
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-34- 0.31% |
$3.64K - $4.48K
|
10.8K
$1.43M
|
|
|
Jan 25, 2023
Q4 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-36- 1.24% |
$3.86K - $4.75K
|
2.86K
$378K
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-50- 0.26% |
$5.36K - $6.59K
|
19.2K
$2.53M
|
|
|
Jan 10, 2023
Q4 2022
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-50- 2.45% |
$5.36K - $6.59K
|
1.99K
$263K
|
|
|
Feb 09, 2023
Q4 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-56- 0.53% |
$6K - $7.39K
|
10.5K
$1.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-62- 1.49% |
$6.64K - $8.18K
|
4.11K
$543K
|
|
|
Jan 18, 2023
Q4 2022
|
Trust CO Of Oklahoma
|
SELL
|
- |
-73- 0.51% |
$7.82K - $9.63K
|
14.3K
$1.88M
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-82- 7.93% |
$8.78K - $10.8K
|
952
$126K
|
|
|
Feb 13, 2023
Q4 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-83- 1.25% |
$8.89K - $10.9K
|
6.55K
$865K
|
|
|
Feb 13, 2023
Q4 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-83- 2.01% |
$8.89K - $10.9K
|
4.04K
$533K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-84- 1.67% |
$9K - $11.1K
|
4.95K
$654K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-86- 0.43% |
$9.21K - $11.3K
|
20K
$2.64M
|
|
|
Jan 18, 2023
Q4 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-87- 2.98% |
$9.32K - $11.5K
|
2.83K
$374K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-88- 8.38% |
$9.43K - $11.6K
|
962
$127K
|
|
|
Jan 31, 2023
Q4 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-97- 2.86% |
$10.4K - $12.8K
|
3.3K
$436K
|
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
SELL
|
- |
-116- 4.74% |
$12.4K - $15.3K
|
2.33K
$308K
|
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-118- 2.08% |
$12.6K - $15.6K
|
5.55K
$732K
|
|
|
Feb 13, 2023
Q4 2022
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-125- 40.98% |
$13.4K - $16.5K
|
180
$23.8K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-127- 33.69% |
$13.6K - $16.7K
|
250
$33K
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-128- 6.36% |
$13.7K - $16.9K
|
1.88K
$249K
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-131- 6.49% |
$14K - $17.3K
|
1.89K
$249K
|
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-134- 3.61% |
$14.4K - $17.7K
|
3.58K
$473K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-137- 1.81% |
$14.7K - $18.1K
|
7.44K
$983K
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-140- 25.18% |
$15K - $18.5K
|
416
$54.9K
|
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
SELL
|
- |
-156- 8.42% |
$16.7K - $20.6K
|
1.7K
$224K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-158- 3.59% |
$16.9K - $20.8K
|
4.24K
$560K
|
|
|
Feb 09, 2023
Q4 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-179- 2.11% |
$19.2K - $23.6K
|
8.3K
$1.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-180- 10.29% |
$19.3K - $23.7K
|
1.57K
$207K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-183- 6.24% |
$19.6K - $24.1K
|
2.75K
$363K
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-185- 5.78% |
$19.8K - $24.4K
|
3.02K
$398K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-185- 60.46% |
$19.8K - $24.4K
|
121
$16K
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-192- 1.57% |
$20.6K - $25.3K
|
12K
$1.59M
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-198- 4.78% |
$21.2K - $26.1K
|
3.94K
$521K
|
|
|
Feb 09, 2023
Q4 2022
|
Firestone Capital Management
|
SELL
|
- |
-200- 8.51% |
$21.4K - $26.4K
|
2.15K
$284K
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
SELL
|
- |
-202- 4.52% |
$21.6K - $26.6K
|
4.27K
$564K
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-245- 2.51% |
$26.2K - $32.3K
|
9.51K
$1.26M
|
|
|
Feb 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-246- 1.33% |
$26.4K - $32.4K
|
18.2K
$2.41M
|
|
|
Feb 10, 2023
Q4 2022
|
M Financial Asset Management, Inc.
Portland, OR |
SELL
|
- |
-262- 1.98% |
$28.1K - $34.6K
|
13K
$1.71M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-263- 5.95% |
$28.2K - $34.7K
|
4.16K
$549K
|
|
|
Jan 12, 2023
Q4 2022
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-264- 4.71% |
$28.3K - $34.8K
|
5.34K
$705K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-281- 7.18% |
$30.1K - $37.1K
|
3.64K
$480K
|