Purchases and Sales Made in Q1 2022 in Vanguard Energy ETF (VDE)
This table provides information about the institutional ownership of Vanguard Energy ETF (VDE) during Q1 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 |
---|---|---|---|---|---|---|---|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
2.14K+ 5.59% |
$171K - $236K
|
40.4K
$5.02M
|
|
Apr 21, 2022
Q1 2022
|
Gfs Advisors, LLC
|
BUY
|
- |
2.09KNew |
$167K - $231K
|
2.09K
$260K
|
|
Jan 03, 2023
Q1 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
2.01K+ 12.56% |
$161K - $222K
|
18K
$2.24M
|
|
May 12, 2022
Q1 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
2.01KNew |
$161K - $222K
|
2.01K
$250K
|
|
Apr 25, 2022
Q1 2022
|
Flc Capital Advisors
|
BUY
|
- |
2KNew |
$160K - $221K
|
2K
$249K
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.98KNew |
$158K - $218K
|
1.98K
$246K
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.96K+ 703.96% |
$157K - $216K
|
2.24K
$278K
|
|
Apr 21, 2022
Q1 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.95KNew |
$156K - $215K
|
1.95K
$242K
|
|
May 16, 2022
Q1 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.93KNew |
$154K - $213K
|
1.93K
$240K
|
|
May 02, 2022
Q1 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.92KNew |
$154K - $213K
|
1.92K
$239K
|
|
Apr 15, 2022
Q1 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
1.92KNew |
$154K - $212K
|
1.92K
$239K
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.92KNew |
$153K - $212K
|
1.92K
$238K
|
|
May 13, 2022
Q1 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1.9KNew |
$152K - $210K
|
1.9K
$236K
|
|
May 10, 2022
Q1 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.89KNew |
$151K - $209K
|
1.89K
$235K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.84K+ 11.18% |
$148K - $204K
|
18.3K
$2.28M
|
|
May 10, 2022
Q1 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.79K+ 7.13% |
$143K - $198K
|
26.9K
$3.34M
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.7K+ 48.43% |
$136K - $187K
|
5.2K
$647K
|
|
May 12, 2022
Q1 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.69K+ 7.16% |
$136K - $187K
|
25.3K
$3.15M
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.68K+ 33.72% |
$134K - $185K
|
6.65K
$828K
|
|
May 06, 2022
Q1 2022
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1.62K+ 33.06% |
$130K - $179K
|
6.52K
$811K
|
|
May 11, 2022
Q1 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.54K+ 2.69% |
$123K - $170K
|
58.8K
$7.31M
|
|
May 13, 2022
Q1 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
1.41K+ 1.87% |
$113K - $156K
|
76.9K
$9.58M
|
|
Jul 13, 2022
Q1 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
1.36K+ 6.68% |
$109K - $150K
|
21.7K
$2.7M
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.34K+ 12.49% |
$108K - $149K
|
12.1K
$1.51M
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.34KNew |
$107K - $148K
|
1.34K
$167K
|
|
May 16, 2022
Q1 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.32K+ 12.44% |
$106K - $146K
|
12K
$1.49M
|
|
Apr 18, 2022
Q1 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
1.29K+ 24.08% |
$103K - $142K
|
6.64K
$826K
|
|
May 10, 2022
Q1 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.26K+ 30.53% |
$101K - $139K
|
5.38K
$670K
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.06K+ 149.93% |
$84.9K - $117K
|
1.77K
$220K
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.03KNew |
$82.7K - $114K
|
1.03K
$128K
|
|
May 02, 2022
Q1 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
1K+ 22.15% |
$80.1K - $111K
|
5.52K
$686K
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
995New |
$79.7K - $110K
|
995
$124K
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
985New |
$78.9K - $109K
|
985
$123K
|
|
Apr 13, 2022
Q1 2022
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
951+ 7.88% |
$76.2K - $105K
|
13K
$1.62M
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
942+ 2.75% |
$75.5K - $104K
|
35.2K
$4.38M
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
885+ 379.83% |
$70.9K - $97.8K
|
1.12K
$139K
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
872+ 13.05% |
$69.8K - $96.4K
|
7.55K
$940K
|
|
May 13, 2022
Q1 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
837+ 3.73% |
$67K - $92.5K
|
23.3K
$2.9M
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
811+ 15.99% |
$65K - $89.7K
|
5.88K
$732K
|
|
May 16, 2022
Q1 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
804New |
$64.4K - $88.9K
|
804
$100K
|
|
Nov 30, 2022
Q1 2022
|
Family Firm, Inc.
|
BUY
|
- |
791+ 2.97% |
$63.4K - $87.4K
|
27.5K
$3.42M
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
773+ 7.4% |
$61.9K - $85.5K
|
11.2K
$1.4M
|
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
755+ 0.89% |
$60.5K - $83.5K
|
85.4K
$10.6M
|
|
Apr 21, 2022
Q1 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
750+ 25.42% |
$60.1K - $82.9K
|
3.7K
$461K
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
729+ 17.26% |
$58.4K - $80.6K
|
4.95K
$616K
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
701+ 42.48% |
$56.2K - $77.5K
|
2.35K
$293K
|
|
May 13, 2022
Q1 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
700+ 5.56% |
$56.1K - $77.4K
|
13.3K
$1.66M
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
687+ 16.96% |
$55K - $75.9K
|
4.74K
$590K
|
|
Apr 25, 2022
Q1 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
680+ 22.15% |
$54.5K - $75.2K
|
3.75K
$467K
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
669+ 91.9% |
$53.6K - $74K
|
1.4K
$174K
|