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 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-223- 12.16% |
$23.7K - $28.7K
|
1.61K
$199K
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-228- 2.72% |
$24.2K - $29.3K
|
8.16K
$1.01M
|
|
|
May 11, 2023
Q1 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-231- 1.18% |
$24.5K - $29.7K
|
19.3K
$2.39M
|
|
|
Apr 28, 2023
Q1 2023
|
Northeast Investment Management
|
SELL
|
- |
-233- 5.38% |
$24.7K - $30K
|
4.09K
$506K
|
|
|
Apr 14, 2023
Q1 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-250- 3.48% |
$26.6K - $32.2K
|
6.94K
$857K
|
|
|
May 15, 2023
Q1 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-252- 5.72% |
$26.8K - $32.4K
|
4.16K
$514K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-253- 45.59% |
$26.9K - $32.6K
|
302
$37.3K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-256- 11.56% |
$27.2K - $32.9K
|
1.96K
$242K
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-276- 6.51% |
$29.3K - $35.5K
|
3.96K
$490K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-288- 2.52% |
$30.6K - $37.1K
|
11.1K
$1.38M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-300- 3.38% |
$31.9K - $38.6K
|
8.56K
$1.06M
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-300- 5.15% |
$31.9K - $38.6K
|
5.52K
$683K
|
|
|
Apr 14, 2023
Q1 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-302- 2.42% |
$32.1K - $38.9K
|
12.2K
$1.51M
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-303- 5.9% |
$32.2K - $39K
|
4.84K
$598K
|
|
|
May 05, 2023
Q1 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-312- 11.02% |
$33.1K - $40.2K
|
2.52K
$311K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-342- 27.12% |
$36.3K - $44K
|
919
$114K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-368- 10.83% |
$39.1K - $47.4K
|
3.03K
$375K
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-383- 6.29% |
$40.7K - $49.3K
|
5.7K
$705K
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-391- 5.23% |
$41.5K - $50.3K
|
7.09K
$876K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-418- 18.17% |
$44.4K - $53.8K
|
1.88K
$233K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-418- 17.86% |
$44.4K - $53.8K
|
1.92K
$238K
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-433- 11.63% |
$46K - $55.7K
|
3.29K
$407K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-440- 6.15% |
$46.7K - $56.6K
|
6.72K
$831K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-440- 1.57% |
$46.7K - $56.6K
|
27.6K
$3.42M
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-460- 2.4% |
$48.9K - $59.2K
|
18.7K
$2.32M
|
|
|
May 04, 2023
Q1 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-468- 10.24% |
$49.7K - $60.2K
|
4.1K
$507K
|
|
|
Apr 21, 2023
Q1 2023
|
Financial Management Network Inc
|
SELL
|
- |
-472- 4.43% |
$50.1K - $60.7K
|
10.2K
$1.26M
|
|
|
Apr 14, 2023
Q1 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-479- 3.36% |
$50.9K - $61.6K
|
13.8K
$1.7M
|
|
|
May 05, 2023
Q1 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-532- 22.13% |
$56.5K - $68.5K
|
1.87K
$231K
|
|
|
Apr 24, 2023
Q1 2023
|
Rfg Holdings, Inc.
|
SELL
|
- |
-559- 0.52% |
$59.4K - $71.9K
|
107K
$13.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-562- 13.25% |
$59.7K - $72.3K
|
3.68K
$455K
|
|
|
Aug 08, 2024
Q1 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-587- 10.34% |
$62.4K - $75.5K
|
5.09K
$629K
|
|
|
May 11, 2023
Q1 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-610- 11.44% |
$64.8K - $78.5K
|
4.72K
$584K
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-634- 11.38% |
$67.3K - $81.6K
|
4.94K
$610K
|
|
|
May 02, 2023
Q1 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-669- 23.13% |
$71.1K - $86.1K
|
2.22K
$275K
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-675- 37.99% |
$71.7K - $86.9K
|
1.1K
$136K
|
|
|
Apr 24, 2023
Q1 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-683- 4.31% |
$72.5K - $87.9K
|
15.2K
$1.87M
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-704- 20.96% |
$74.8K - $90.6K
|
2.65K
$328K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-705- 19.68% |
$74.9K - $90.7K
|
2.88K
$356K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-717- 0.91% |
$76.2K - $92.3K
|
78.2K
$9.67M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-764- 5.58% |
$81.2K - $98.3K
|
12.9K
$1.6M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-779- 11.6% |
$82.7K - $100K
|
5.94K
$734K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-789- 13.13% |
$83.8K - $102K
|
5.22K
$645K
|
|
|
May 04, 2023
Q1 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-812- 5.07% |
$86.3K - $105K
|
15.2K
$1.88M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-886- 1.02% |
$94.1K - $114K
|
86.4K
$10.7M
|
|
|
May 05, 2023
Q1 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-888- 15.08% |
$94.3K - $114K
|
5K
$618K
|
|
|
Apr 24, 2023
Q1 2023
|
First Bancorp, Inc
|
SELL
|
- |
-890- 10.08% |
$94.5K - $115K
|
7.94K
$982K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-897- 13.28% |
$95.3K - $115K
|
5.86K
$724K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-926- 0.86% |
$98.4K - $119K
|
106K
$13.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-933- 35.06% |
$99.1K - $120K
|
1.73K
$214K
|