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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2023
Q3 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-12- 0.17% |
$1.32K - $1.57K
|
7.1K
$884K
|
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-16- 0.41% |
$1.76K - $2.09K
|
3.85K
$479K
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-18- 0.19% |
$1.98K - $2.35K
|
9.65K
$1.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-19- 0.09% |
$2.09K - $2.48K
|
20.2K
$2.52M
|
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
SELL
|
- |
-20- 0.35% |
$2.2K - $2.61K
|
5.75K
$715K
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-25- 0.21% |
$2.75K - $3.26K
|
12K
$1.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-26- 0.27% |
$2.86K - $3.39K
|
9.46K
$1.18M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-30- 4.47% |
$3.3K - $3.92K
|
641
$79.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-32- 0.36% |
$3.52K - $4.18K
|
8.81K
$1.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-32- 0.91% |
$3.52K - $4.18K
|
3.48K
$433K
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
SELL
|
- |
-35- 54.69% |
$3.85K - $4.57K
|
29
$3.61K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-37- 1.26% |
$4.07K - $4.83K
|
2.89K
$360K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-37- 5.97% |
$4.07K - $4.83K
|
583
$72.6K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-40- 20.41% |
$4.4K - $5.22K
|
156
$19.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
SELL
|
- |
-45- 1.4% |
$4.95K - $5.87K
|
3.18K
$395K
|
|
|
Oct 27, 2023
Q3 2023
|
Bray Capital Advisors
|
SELL
|
- |
-50- 1.07% |
$5.5K - $6.53K
|
4.62K
$575K
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-50- 0.82% |
$5.5K - $6.53K
|
6.07K
$755K
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-50- 30.12% |
$5.5K - $6.53K
|
116
$14.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-56- 0.85% |
$6.16K - $7.31K
|
6.5K
$809K
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-59- 23.89% |
$6.49K - $7.7K
|
188
$23.4K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-59- 5.74% |
$6.49K - $7.7K
|
969
$121K
|
|
|
Nov 08, 2023
Q3 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-60- 21.05% |
$6.6K - $7.83K
|
225
$28K
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-63- 2.88% |
$6.94K - $8.22K
|
2.12K
$264K
|
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-65- 0.99% |
$7.16K - $8.48K
|
6.49K
$808K
|
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-65- 2.64% |
$7.16K - $8.48K
|
2.4K
$298K
|
|
|
Nov 03, 2023
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-75- 2.32% |
$8.26K - $9.79K
|
3.16K
$393K
|
|
|
May 01, 2024
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-75- 2.32% |
$8.26K - $9.79K
|
3.16K
$393K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-80- 4.42% |
$8.81K - $10.4K
|
1.73K
$215K
|
|
|
Nov 01, 2023
Q3 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-83- 4.15% |
$9.14K - $10.8K
|
1.92K
$239K
|
|
|
Nov 14, 2023
Q3 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-90- 0.72% |
$9.91K - $11.7K
|
12.4K
$1.55M
|
|
|
Oct 17, 2023
Q3 2023
|
Coastline Trust CO
|
SELL
|
- |
-95- 3.87% |
$10.5K - $12.4K
|
2.36K
$294K
|
|
|
Oct 27, 2023
Q3 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-98- 11.12% |
$10.8K - $12.8K
|
783
$97.5K
|
|
|
Oct 31, 2023
Q3 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-102- 0.64% |
$11.2K - $13.3K
|
15.7K
$1.96M
|
|
|
Oct 26, 2023
Q3 2023
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-105- 5.07% |
$11.6K - $13.7K
|
1.97K
$245K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-109- 1.29% |
$12K - $14.2K
|
8.31K
$1.03M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
SELL
|
- |
-112- 1.06% |
$12.3K - $14.6K
|
10.5K
$1.31M
|
|
|
Oct 10, 2023
Q3 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-115- 4.88% |
$12.7K - $15K
|
2.24K
$279K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-119- 2.04% |
$13.1K - $15.5K
|
5.71K
$711K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-119- 6.35% |
$13.1K - $15.5K
|
1.76K
$219K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-124- 1.56% |
$13.6K - $16.2K
|
7.8K
$971K
|
|
|
Oct 26, 2023
Q3 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-125- 0.65% |
$13.8K - $16.3K
|
19K
$2.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-142- 8.72% |
$15.6K - $18.5K
|
1.49K
$185K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-144- 2.76% |
$15.9K - $18.8K
|
5.08K
$632K
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-153- 0.08% |
$16.8K - $20K
|
182K
$22.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-161- 5.41% |
$17.7K - $21K
|
2.81K
$350K
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-167- 3.91% |
$18.4K - $21.8K
|
4.1K
$511K
|
|
|
Aug 08, 2024
Q3 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-185- 3.26% |
$20.4K - $24.1K
|
5.49K
$683K
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
SELL
|
- |
-186- 5.7% |
$20.5K - $24.3K
|
3.08K
$383K
|
|
|
Oct 10, 2023
Q3 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-187- 3.32% |
$20.6K - $24.4K
|
5.45K
$678K
|
|
|
Oct 27, 2023
Q3 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-200- 0.99% |
$22K - $26.1K
|
20K
$2.49M
|