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 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-207- 2.83% |
$22.8K - $27K
|
7.1K
$884K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-217- 1.96% |
$23.9K - $28.3K
|
10.9K
$1.35M
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-225- 3.55% |
$24.8K - $29.4K
|
6.11K
$761K
|
|
|
Oct 30, 2023
Q3 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-227- 4.02% |
$25K - $29.6K
|
5.42K
$674K
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-233- 10.9% |
$25.6K - $30.4K
|
1.91K
$237K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-233- 10.7% |
$25.6K - $30.4K
|
1.95K
$242K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-242- 5.46% |
$26.6K - $31.6K
|
4.19K
$521K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-245- 9.76% |
$27K - $32K
|
2.26K
$282K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-248- 14.22% |
$27.3K - $32.4K
|
1.5K
$186K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-250- 2.9% |
$27.5K - $32.6K
|
8.36K
$1.04M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-264- 72.93% |
$29.1K - $34.5K
|
98
$12.2K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-284- 4.83% |
$31.3K - $37.1K
|
5.59K
$696K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-288- 16.9% |
$31.7K - $37.6K
|
1.42K
$176K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-290- 3.51% |
$31.9K - $37.9K
|
7.98K
$993K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-291- 96.36% |
$32K - $38K
|
11
$1.37K
|
|
|
Oct 16, 2023
Q3 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-295- 2.19% |
$32.5K - $38.5K
|
13.2K
$1.64M
|
|
|
Oct 30, 2023
Q3 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-299- 7.66% |
$32.9K - $39K
|
3.6K
$448K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-306- 8.19% |
$33.7K - $39.9K
|
3.43K
$427K
|
|
|
Nov 14, 2023
Q3 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-319- 0.27% |
$35.1K - $41.6K
|
117K
$14.5M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-346- 6.92% |
$38.1K - $45.2K
|
4.66K
$580K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-350- 27.13% |
$38.5K - $45.7K
|
940
$117K
|
|
|
Nov 02, 2023
Q3 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-350- 4.39% |
$38.5K - $45.7K
|
7.62K
$948K
|
|
|
Jan 24, 2024
Q3 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-364- 7.51% |
$40.1K - $47.5K
|
4.48K
$558K
|
|
|
Nov 06, 2023
Q3 2023
|
My Personal Cfo, LLC
|
SELL
|
- |
-366- 2.29% |
$40.3K - $47.8K
|
15.6K
$1.95M
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-371- 50.54% |
$40.8K - $48.4K
|
363
$45.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-390- 7.54% |
$42.9K - $50.9K
|
4.79K
$596K
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-402- 1.26% |
$44.3K - $52.5K
|
31.5K
$3.92M
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-415- 9.23% |
$45.7K - $54.2K
|
4.08K
$508K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-430- 20.49% |
$47.3K - $56.1K
|
1.67K
$208K
|
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
SELL
|
- |
-455- 2.1% |
$50.1K - $59.4K
|
21.3K
$2.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-468- 82.39% |
$51.5K - $61.1K
|
100
$12.4K
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-473- 2.84% |
$52.1K - $61.7K
|
16.2K
$2.01M
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-500- 33.33% |
$55K - $65.3K
|
1K
$124K
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-500- 9.26% |
$55K - $65.3K
|
4.9K
$610K
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-500- 14.78% |
$55K - $65.3K
|
2.88K
$359K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-502- 8.16% |
$55.3K - $65.5K
|
5.65K
$703K
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-512- 10.68% |
$56.4K - $66.8K
|
4.28K
$533K
|
|
|
Nov 07, 2023
Q3 2023
|
Hc Advisors, LLC
|
SELL
|
- |
-520- 2.89% |
$57.2K - $67.9K
|
17.5K
$2.17M
|
|
|
Oct 31, 2023
Q3 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-532- 5.49% |
$58.6K - $69.4K
|
9.17K
$1.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-560- 3.3% |
$61.6K - $73.1K
|
16.4K
$2.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-583- 4.55% |
$64.2K - $76.1K
|
12.2K
$1.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-585- 0.7% |
$64.4K - $76.4K
|
83.2K
$10.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Newport Capital Group, LLC
|
SELL
|
- |
-619- 3.85% |
$68.1K - $80.8K
|
15.5K
$1.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-636- 3.08% |
$70K - $83K
|
20K
$2.49M
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-705- 1.0% |
$77.6K - $92K
|
69.9K
$8.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-818- 11.82% |
$90K - $107K
|
6.1K
$759K
|
|
|
Jan 26, 2024
Q3 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-853- 33.26% |
$93.9K - $111K
|
1.71K
$213K
|
|
|
Sep 06, 2024
Q3 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-863- 14.67% |
$95K - $113K
|
5.02K
$625K
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-875- 95.73% |
$96.3K - $114K
|
39
$4.85K
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-904- 7.95% |
$99.5K - $118K
|
10.5K
$1.3M
|