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 11, 2023
Q1 2023
|
Sinecera Capital, LLC
|
BUY
|
- |
17+ 0.11% |
$1.81K - $2.19K
|
15.6K
$1.93M
|
|
|
Oct 13, 2023
Q1 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
17+ 0.87% |
$1.81K - $2.19K
|
1.98K
$244K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
16+ 0.4% |
$1.7K - $2.06K
|
4.01K
$495K
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
12+ 0.48% |
$1.27K - $1.54K
|
2.51K
$310K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
12+ 0.89% |
$1.27K - $1.54K
|
1.36K
$169K
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
12+ 0.78% |
$1.27K - $1.54K
|
1.55K
$192K
|
|
|
Apr 24, 2023
Q1 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
10+ 0.1% |
$1.06K - $1.29K
|
10.3K
$1.28M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
9+ 0.25% |
$956 - $1.16K
|
3.64K
$451K
|
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
9+ 0.22% |
$956 - $1.16K
|
4.11K
$508K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
6+ 0.11% |
$637 - $772
|
5.57K
$689K
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5+ 0.12% |
$531 - $644
|
4.16K
$515K
|
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
BUY
|
- |
5+ 0.09% |
$531 - $644
|
5.77K
$713K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
5+ 0.65% |
$531 - $644
|
775
$95.8K
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
5+ 0.04% |
$531 - $644
|
12K
$1.48M
|
|
|
Apr 24, 2023
Q1 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
4+ 0.2% |
$425 - $515
|
2.03K
$251K
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
4+ 0.06% |
$425 - $515
|
6.86K
$848K
|
|
|
May 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
4+ 0.1% |
$425 - $515
|
4.04K
$500K
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3+ 0.85% |
$319 - $386
|
354
$43.8K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3+ 0.36% |
$319 - $386
|
834
$103K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3+ 0.28% |
$319 - $386
|
1.08K
$133K
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
3+ 0.07% |
$319 - $386
|
4.12K
$509K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
3+ 0.78% |
$319 - $386
|
387
$47.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
2+ 1.0% |
$212 - $257
|
202
$25K
|
|
|
Apr 10, 2023
Q1 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
2+ 0.04% |
$212 - $257
|
4.78K
$591K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.01% |
$212 - $257
|
13.8K
$1.71M
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 1.22% |
$212 - $257
|
166
$20.5K
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
2+ 1.35% |
$212 - $257
|
150
$18.5K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.31% |
$212 - $257
|
657
$81.2K
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2+ 0.1% |
$212 - $257
|
1.94K
$239K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.15% |
$106 - $129
|
674
$83.3K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1New |
$106 - $129
|
1
$124
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1+ 0.66% |
$106 - $129
|
152
$18.8K
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 0.53% |
$106 - $129
|
189
$23.4K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 1.85% |
$106 - $129
|
55
$6.8K
|
|
|
May 08, 2023
Q1 2023
|
Emfo, LLC
|
BUY
|
- |
1+ 2.08% |
$106 - $129
|
49
$6.06K
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1+ 2.13% |
$106 - $129
|
48
$5.93K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1- 0.04% |
$106 - $129
|
2.51K
$311K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-4- 0.21% |
$425 - $515
|
1.88K
$232K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-7- 15.22% |
$744 - $901
|
39
$4.82K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-7- 5.79% |
$744 - $901
|
114
$14.1K
|
|
|
Apr 10, 2023
Q1 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-10- 0.37% |
$1.06K - $1.29K
|
2.7K
$334K
|
|
|
May 10, 2023
Q1 2023
|
Athena Investment Management
|
SELL
|
- |
-13- 0.12% |
$1.38K - $1.67K
|
10.5K
$1.3M
|
|
|
May 04, 2023
Q1 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-13- 0.15% |
$1.38K - $1.67K
|
8.72K
$1.08M
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-15- 0.2% |
$1.59K - $1.93K
|
7.62K
$942K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-15- 34.09% |
$1.59K - $1.93K
|
29
$3.59K
|
|
|
May 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-18- 0.32% |
$1.91K - $2.32K
|
5.69K
$703K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-19- 0.54% |
$2.02K - $2.45K
|
3.48K
$430K
|
|
|
May 08, 2023
Q1 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-20- 0.2% |
$2.12K - $2.57K
|
9.98K
$1.23M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-22- 0.86% |
$2.34K - $2.83K
|
2.54K
$314K
|
|
|
May 10, 2023
Q1 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-25- 0.13% |
$2.66K - $3.22K
|
19K
$2.35M
|