Purchases and Sales Made in Q1 2023 in Vanguard Energy ETF (VDE)
This table provides information about the institutional ownership of Vanguard Energy ETF (VDE) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2023
Q1 2023
|
Nvest Financial, LLC
|
BUY
|
- |
227+ 1.75% |
$24.1K - $29.2K
|
13.2K
$1.7M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
217+ 11.44% |
$23K - $27.9K
|
2.11K
$272K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
204+ 4.19% |
$21.7K - $26.3K
|
5.07K
$654K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
199New |
$21.1K - $25.6K
|
199
$25.6K
|
|
|
Apr 18, 2023
Q1 2023
|
Keudell
|
BUY
|
- |
190+ 0.55% |
$20.2K - $24.5K
|
34.6K
$4.46M
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
184+ 7.79% |
$19.5K - $23.7K
|
2.55K
$328K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
183+ 4.46% |
$19.4K - $23.6K
|
4.29K
$553K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
182+ 25.74% |
$19.3K - $23.4K
|
889
$115K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
165+ 154.21% |
$17.5K - $21.2K
|
272
$35K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
155+ 1.53% |
$16.5K - $19.9K
|
10.3K
$1.33M
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
133+ 0.91% |
$14.1K - $17.1K
|
14.7K
$1.9M
|
|
|
May 12, 2023
Q1 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
129+ 1.97% |
$13.7K - $16.6K
|
6.68K
$861K
|
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
BUY
|
- |
125+ 7.35% |
$13.3K - $16.1K
|
1.83K
$235K
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
123+ 4.57% |
$13.1K - $15.8K
|
2.81K
$362K
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
120+ 1.99% |
$12.7K - $15.4K
|
6.14K
$791K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
118+ 94.4% |
$12.5K - $15.2K
|
243
$31.3K
|
|
|
May 22, 2023
Q1 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
117+ 4.88% |
$12.4K - $15.1K
|
2.51K
$324K
|
|
|
May 02, 2023
Q1 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
115+ 0.92% |
$12.2K - $14.8K
|
12.7K
$1.63M
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
109+ 11.33% |
$11.6K - $14K
|
1.07K
$138K
|
|
|
Apr 24, 2023
Q1 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
101+ 1.79% |
$10.7K - $13K
|
5.75K
$741K
|
|
|
Aug 09, 2023
Q1 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
100+ 4.83% |
$10.6K - $12.9K
|
2.17K
$280K
|
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
BUY
|
- |
100+ 2.64% |
$10.6K - $12.9K
|
3.89K
$501K
|
|
|
Apr 17, 2023
Q1 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
93+ 3.27% |
$9.88K - $12K
|
2.94K
$378K
|
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
91+ 2.08% |
$9.67K - $11.7K
|
4.46K
$574K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
86+ 1.91% |
$9.13K - $11.1K
|
4.59K
$591K
|
|
|
May 15, 2023
Q1 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
85+ 0.83% |
$9.03K - $10.9K
|
10.3K
$1.33M
|
|
|
May 12, 2023
Q1 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
83+ 0.57% |
$8.82K - $10.7K
|
14.6K
$1.89M
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
80New |
$8.5K - $10.3K
|
80
$10.3K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
76+ 0.62% |
$8.07K - $9.78K
|
12.4K
$1.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Dentgroup LLC
|
BUY
|
- |
72+ 2.55% |
$7.65K - $9.27K
|
2.89K
$373K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
67+ 2.63% |
$7.12K - $8.62K
|
2.62K
$337K
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
60+ 0.5% |
$6.37K - $7.72K
|
12.1K
$1.56M
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
59New |
$6.27K - $7.59K
|
59
$7.6K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
54New |
$5.74K - $6.95K
|
54
$6.96K
|
|
|
Apr 04, 2023
Q1 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
54+ 0.77% |
$5.74K - $6.95K
|
7.08K
$912K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
52New |
$5.52K - $6.69K
|
52
$6.7K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
52+ 5.46% |
$5.52K - $6.69K
|
1K
$129K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
50+ 1.23% |
$5.31K - $6.43K
|
4.12K
$530K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
47New |
$4.99K - $6.05K
|
47
$6.06K
|
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
42+ 0.34% |
$4.46K - $5.41K
|
12.6K
$1.62M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
41+ 0.37% |
$4.36K - $5.28K
|
11.2K
$1.44M
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
38+ 0.53% |
$4.04K - $4.89K
|
7.24K
$933K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
36+ 0.14% |
$3.82K - $4.63K
|
24.9K
$3.21M
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
32+ 1.67% |
$3.4K - $4.12K
|
1.95K
$251K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
30+ 0.74% |
$3.19K - $3.86K
|
4.06K
$523K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
26+ 81.25% |
$2.76K - $3.35K
|
58
$7.47K
|
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
25+ 0.79% |
$2.66K - $3.22K
|
3.19K
$410K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
23+ 0.85% |
$2.44K - $2.96K
|
2.74K
$353K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
20+ 6.92% |
$2.12K - $2.57K
|
309
$39.8K
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
19+ 0.26% |
$2.02K - $2.45K
|
7.43K
$958K
|