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 06, 2023
Q3 2023
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
2.33KNew |
$256K - $304K
|
2.33K
$288K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.24KNew |
$246K - $292K
|
2.24K
$276K
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.23KNew |
$246K - $291K
|
2.23K
$276K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
2.17KNew |
$239K - $284K
|
2.17K
$269K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
2.16K+ 37.12% |
$238K - $282K
|
7.99K
$988K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
2.07KNew |
$228K - $270K
|
2.07K
$256K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
2.02KNew |
$222K - $264K
|
2.02K
$250K
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.99KNew |
$219K - $260K
|
1.99K
$246K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1.99K+ 8.8% |
$219K - $259K
|
24.6K
$3.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
1.96K+ 47.22% |
$216K - $256K
|
6.12K
$757K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.96K+ 107.03% |
$216K - $256K
|
3.8K
$469K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.96K+ 1114.2% |
$216K - $256K
|
2.14K
$264K
|
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.88KNew |
$207K - $246K
|
1.88K
$233K
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
1.88KNew |
$207K - $245K
|
1.88K
$232K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.85K+ 7.85% |
$204K - $241K
|
25.4K
$3.14M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.84K+ 41.15% |
$202K - $240K
|
6.31K
$780K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.82KNew |
$201K - $238K
|
1.82K
$225K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.82KNew |
$200K - $237K
|
1.82K
$224K
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.78KNew |
$196K - $232K
|
1.78K
$220K
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.75KNew |
$193K - $228K
|
1.75K
$216K
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.75KNew |
$192K - $228K
|
1.75K
$216K
|
|
|
Oct 18, 2023
Q3 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
1.75KNew |
$192K - $228K
|
1.75K
$216K
|
|
|
Nov 14, 2023
Q3 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.74KNew |
$192K - $227K
|
1.74K
$215K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.72KNew |
$189K - $224K
|
1.72K
$212K
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
1.7KNew |
$187K - $222K
|
1.7K
$210K
|
|
|
Oct 10, 2023
Q3 2023
|
Sinecera Capital, LLC
|
BUY
|
- |
1.68K+ 10.18% |
$185K - $220K
|
18.2K
$2.25M
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
1.68KNew |
$185K - $219K
|
1.68K
$207K
|
|
|
Nov 15, 2023
Q3 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
1.65KNew |
$182K - $215K
|
1.65K
$204K
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.63KNew |
$179K - $212K
|
1.63K
$201K
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.63KNew |
$179K - $212K
|
1.63K
$201K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
1.37K+ 2.36% |
$151K - $179K
|
59.7K
$7.38M
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.37KNew |
$151K - $179K
|
1.37K
$169K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
1.37K+ 48.6% |
$151K - $179K
|
4.18K
$517K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.25K+ 41.68% |
$138K - $163K
|
4.25K
$525K
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.24K+ 35.9% |
$136K - $161K
|
4.68K
$578K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.2K+ 0.88% |
$132K - $156K
|
137K
$16.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.19K+ 411.76% |
$131K - $155K
|
1.48K
$183K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.17K+ 48.71% |
$129K - $153K
|
3.58K
$443K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.16K+ 24.2% |
$128K - $152K
|
5.97K
$739K
|
|
|
Nov 13, 2023
Q3 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
1.14K+ 0.28% |
$126K - $149K
|
406K
$50.2M
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.08K+ 4.81% |
$119K - $141K
|
23.5K
$2.91M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.05K+ 14.36% |
$116K - $137K
|
8.38K
$1.04M
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.05K+ 689.47% |
$115K - $137K
|
1.2K
$148K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.04K+ 3.86% |
$114K - $135K
|
27.9K
$3.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.04K+ 3.86% |
$114K - $135K
|
27.9K
$3.45M
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.01K+ 229.55% |
$111K - $132K
|
1.45K
$179K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
1K+ 9.33% |
$111K - $131K
|
11.8K
$1.45M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1KNew |
$110K - $131K
|
1K
$124K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
978+ 4.57% |
$108K - $128K
|
22.4K
$2.77M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
882+ 93.93% |
$97.1K - $115K
|
1.82K
$225K
|