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 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
22+ 0.8% |
$2.42K - $2.87K
|
2.76K
$341K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
21+ 0.03% |
$2.31K - $2.74K
|
63.4K
$7.84M
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
20+ 0.8% |
$2.2K - $2.61K
|
2.52K
$312K
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
19+ 0.26% |
$2.09K - $2.48K
|
7.45K
$921K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
19+ 0.13% |
$2.09K - $2.48K
|
15.1K
$1.87M
|
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
BUY
|
- |
18+ 0.18% |
$1.98K - $2.35K
|
9.93K
$1.23M
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
17+ 0.87% |
$1.87K - $2.22K
|
1.98K
$244K
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
16New |
$1.76K - $2.09K
|
16
$1.98K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
14+ 9.33% |
$1.54K - $1.83K
|
164
$20.3K
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
13+ 0.84% |
$1.43K - $1.7K
|
1.57K
$194K
|
|
|
Oct 25, 2023
Q3 2023
|
Regis Management CO LLC
|
BUY
|
- |
12+ 0.06% |
$1.32K - $1.57K
|
18.5K
$2.29M
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
12+ 0.85% |
$1.32K - $1.57K
|
1.42K
$176K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
11+ 4.15% |
$1.21K - $1.44K
|
276
$34.1K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
BUY
|
- |
11New |
$1.21K - $1.44K
|
11
$1.36K
|
|
|
Oct 18, 2023
Q3 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
10+ 0.19% |
$1.1K - $1.31K
|
5.3K
$655K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.22% |
$991 - $1.17K
|
4.08K
$505K
|
|
|
Oct 25, 2023
Q3 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
9+ 0.49% |
$991 - $1.17K
|
1.85K
$228K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
8+ 0.87% |
$881 - $1.04K
|
927
$115K
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
8+ 0.36% |
$881 - $1.04K
|
2.23K
$276K
|
|
|
Oct 18, 2023
Q3 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
7+ 0.11% |
$771 - $914
|
6.12K
$756K
|
|
|
Nov 08, 2023
Q3 2023
|
Northeast Investment Management
|
BUY
|
- |
7+ 0.16% |
$771 - $914
|
4.28K
$529K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7+ 0.19% |
$771 - $914
|
3.63K
$449K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
6+ 0.15% |
$660 - $783
|
4.09K
$505K
|
|
|
Oct 31, 2023
Q3 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
5+ 0.25% |
$550 - $653
|
2.04K
$252K
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5+ 0.02% |
$550 - $653
|
28.1K
$3.47M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
5New |
$550 - $653
|
5
$618
|
|
|
Nov 06, 2023
Q3 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
4+ 0.05% |
$440 - $522
|
7.41K
$915K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
3+ 0.07% |
$330 - $392
|
4.12K
$510K
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3+ 0.36% |
$330 - $392
|
837
$103K
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3+ 0.85% |
$330 - $392
|
357
$44.1K
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
3+ 0.13% |
$330 - $392
|
2.26K
$280K
|
|
|
Nov 15, 2023
Q3 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
3+ 0.05% |
$330 - $392
|
6.07K
$751K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.8% |
$220 - $261
|
252
$31.2K
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2+ 1.06% |
$220 - $261
|
191
$23.6K
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2+ 0.11% |
$220 - $261
|
1.88K
$233K
|
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 1.0% |
$220 - $261
|
202
$25K
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2+ 0.1% |
$220 - $261
|
1.94K
$239K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.15% |
$220 - $261
|
1.37K
$169K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.15% |
$110 - $131
|
675
$83.5K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1+ 0.08% |
$110 - $131
|
1.21K
$149K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 0.01% |
$110 - $131
|
14.1K
$1.75M
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.13% |
$110 - $131
|
776
$95.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1+ 0.58% |
$110 - $131
|
174
$21.5K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 1.06% |
$110 - $131
|
95
$11.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 1.43% |
$110 - $131
|
71
$8.78K
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-1- 0.03% |
$110 - $131
|
3.03K
$374K
|
|
|
Oct 10, 2023
Q3 2023
|
Boltwood Capital Management
|
SELL
|
- |
-1- 0.06% |
$110 - $131
|
1.8K
$223K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-6- 0.38% |
$660 - $783
|
1.58K
$195K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-8- 0.14% |
$881 - $1.04K
|
5.52K
$682K
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-8- 0.2% |
$881 - $1.04K
|
4.08K
$504K
|