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 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-293- 30.91% |
$31.4K - $38.6K
|
655
$86.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-340- 9.65% |
$36.4K - $44.8K
|
3.19K
$421K
|
|
|
Feb 09, 2023
Q4 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-356- 3.92% |
$38.1K - $46.9K
|
8.74K
$1.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-365- 11.7% |
$39.1K - $48.1K
|
2.75K
$364K
|
|
|
Feb 09, 2023
Q4 2022
|
Coastline Trust CO
|
SELL
|
- |
-365- 16.08% |
$39.1K - $48.1K
|
1.91K
$252K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-367- 1.85% |
$39.3K - $48.4K
|
19.5K
$2.57M
|
|
|
May 18, 2023
Q4 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-392- 1.29% |
$42K - $51.7K
|
30.1K
$3.98M
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-399- 6.25% |
$42.7K - $52.6K
|
5.98K
$790K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-400- 9.83% |
$42.9K - $52.8K
|
3.67K
$485K
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-407- 5.35% |
$43.6K - $53.7K
|
7.21K
$952K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-442- 0.45% |
$47.4K - $58.3K
|
97.8K
$12.9M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-470- 0.59% |
$50.4K - $62K
|
78.9K
$10.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-470- 2.12% |
$50.4K - $62K
|
21.7K
$2.86M
|
|
|
Feb 02, 2023
Q4 2022
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-499- 20.55% |
$53.5K - $65.8K
|
1.93K
$255K
|
|
|
Feb 09, 2023
Q4 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-548- 92.88% |
$58.7K - $72.3K
|
42
$5.55K
|
|
|
Feb 09, 2023
Q4 2022
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-550- 21.15% |
$58.9K - $72.5K
|
2.05K
$271K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-601- 8.17% |
$64.4K - $79.3K
|
6.75K
$892K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-615- 31.96% |
$65.9K - $81.1K
|
1.31K
$173K
|
|
|
Feb 01, 2023
Q4 2022
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-624- 3.1% |
$66.8K - $82.3K
|
19.5K
$2.58M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-673- 20.82% |
$72.1K - $88.8K
|
2.56K
$338K
|
|
|
Feb 01, 2023
Q4 2022
|
First Bancorp, Inc
|
SELL
|
- |
-680- 7.15% |
$72.8K - $89.7K
|
8.83K
$1.17M
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-749- 1.21% |
$80.2K - $98.8K
|
61.2K
$8.08M
|
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-753- 12.22% |
$80.7K - $99.3K
|
5.41K
$714K
|
|
|
Jun 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-813- 2.97% |
$87.1K - $107K
|
26.6K
$3.51M
|
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-842- 30.05% |
$90.2K - $111K
|
1.96K
$259K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-856- 33.45% |
$91.7K - $113K
|
1.7K
$225K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-928- 10.63% |
$99.4K - $122K
|
7.81K
$1.03M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-958- 16.96% |
$103K - $126K
|
4.69K
$619K
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.06K- 27.48% |
$113K - $139K
|
2.79K
$368K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-1.06K- 59.99% |
$114K - $140K
|
707
$93.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
SELL
|
- |
-1.1K- 4.12% |
$118K - $145K
|
25.6K
$3.38M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.11K- 24.37% |
$119K - $146K
|
3.45K
$455K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.14K- 3.73% |
$122K - $150K
|
29.3K
$3.87M
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.15K- 29.68% |
$123K - $151K
|
2.72K
$359K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.21K- 1.12% |
$130K - $160K
|
107K
$14.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Roof Eidam & Maycock
|
SELL
|
- |
-1.25K- 37.88% |
$134K - $165K
|
2.05K
$271K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.26K- 56.52% |
$135K - $166K
|
970
$128K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.29K- 0.6% |
$138K - $170K
|
215K
$28.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Goal Fusion Wealth Management, LLC
|
SELL
|
- |
-1.32K- 2.49% |
$142K - $174K
|
51.7K
$6.83M
|
|
|
Jan 27, 2023
Q4 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-1.39K- 23.37% |
$149K - $184K
|
4.57K
$604K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.46K- 4.63% |
$157K - $193K
|
30.1K
$3.98M
|
|
|
Feb 08, 2023
Q4 2022
|
Hc Advisors, LLC
|
SELL
|
- |
-1.47K- 4.46% |
$157K - $193K
|
31.4K
$4.15M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.51K- 2.64% |
$161K - $198K
|
55.6K
$7.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.55K- 27.04% |
$166K - $205K
|
4.19K
$554K
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.58K- 3.5% |
$169K - $209K
|
43.6K
$5.76M
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.6K- 8.61% |
$171K - $210K
|
16.9K
$2.23M
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.72K- 6.45% |
$184K - $226K
|
24.9K
$3.29M
|
|
|
Jan 18, 2023
Q4 2022
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-1.79K- 4.12% |
$192K - $236K
|
41.7K
$5.51M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.82K- 4.76% |
$195K - $240K
|
36.4K
$4.8M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.33K- 41.78% |
$250K - $307K
|
3.25K
$429K
|