Purchases and Sales Made in Q2 2022 in Vanguard Energy ETF (VDE)
This table provides information about the institutional ownership of Vanguard Energy ETF (VDE) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
37+ 0.2% |
$3.62K - $4.77K
|
18.6K
$2.39M
|
|
Aug 03, 2022
Q2 2022
|
Goodman Advisory Group, LLC
|
BUY
|
- |
36New |
$3.53K - $4.64K
|
36
$4.62K
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
35New |
$3.43K - $4.51K
|
35
$4.49K
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
34+ 41.98% |
$3.33K - $4.39K
|
115
$14.8K
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
BUY
|
- |
33+ 0.85% |
$3.23K - $4.26K
|
3.9K
$500K
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
32+ 1.32% |
$3.13K - $4.13K
|
2.46K
$316K
|
|
Jul 19, 2022
Q2 2022
|
Sym Financial Corp
|
BUY
|
- |
29+ 100.0% |
$2.84K - $3.74K
|
58
$7.45K
|
|
Oct 13, 2023
Q2 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
27+ 0.97% |
$2.64K - $3.48K
|
2.8K
$360K
|
|
Jul 28, 2022
Q2 2022
|
Trust CO Of Oklahoma
|
BUY
|
- |
27+ 0.19% |
$2.64K - $3.48K
|
14.5K
$1.86M
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
25New |
$2.45K - $3.22K
|
25
$3.21K
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
25+ 0.88% |
$2.45K - $3.22K
|
2.86K
$367K
|
|
Jul 12, 2022
Q2 2022
|
Dentgroup LLC
|
BUY
|
- |
25+ 0.9% |
$2.45K - $3.22K
|
2.79K
$358K
|
|
Aug 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
24+ 0.46% |
$2.35K - $3.1K
|
5.19K
$667K
|
|
Jul 20, 2022
Q2 2022
|
Capital Insight Partners, LLC
|
BUY
|
- |
23+ 0.46% |
$2.25K - $2.97K
|
5.04K
$647K
|
|
Jul 26, 2022
Q2 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
23+ 0.62% |
$2.25K - $2.97K
|
3.71K
$476K
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
18+ 1.08% |
$1.76K - $2.32K
|
1.68K
$216K
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
14New |
$1.37K - $1.81K
|
14
$1.8K
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
11+ 0.98% |
$1.08K - $1.42K
|
1.13K
$145K
|
|
Jul 27, 2022
Q2 2022
|
Emfo, LLC
|
BUY
|
- |
10New |
$979 - $1.29K
|
10
$1.28K
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
9+ 0.38% |
$881 - $1.16K
|
2.36K
$303K
|
|
Aug 09, 2022
Q2 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
9+ 0.2% |
$881 - $1.16K
|
4.41K
$567K
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
6+ 0.53% |
$588 - $774
|
1.15K
$147K
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
5New |
$490 - $645
|
5
$642
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
5+ 5.0% |
$490 - $645
|
105
$13.5K
|
|
Aug 02, 2022
Q2 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
4+ 0.01% |
$392 - $516
|
55.5K
$7.12M
|
|
Jul 15, 2022
Q2 2022
|
Pds Planning, Inc
|
BUY
|
- |
3+ 0.07% |
$294 - $387
|
4.11K
$528K
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
2+ 0.09% |
$196 - $258
|
2.33K
$299K
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
2+ 1.03% |
$196 - $258
|
196
$25.2K
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2+ 1.1% |
$196 - $258
|
184
$23.6K
|
|
Aug 15, 2022
Q2 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1+ 0.04% |
$97.9 - $129
|
2.7K
$347K
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.78% |
$97.9 - $129
|
130
$16.7K
|
|
Jul 25, 2022
Q2 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1+ 1.67% |
$97.9 - $129
|
61
$7.83K
|
|
Jul 18, 2022
Q2 2022
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1+ 0.03% |
$97.9 - $129
|
3.2K
$411K
|
|
Aug 12, 2022
Q2 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.91% |
$97.9 - $129
|
111
$14.3K
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 1.54% |
$97.9 - $129
|
66
$8.47K
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 2.5% |
$97.9 - $129
|
41
$5.26K
|
|
Aug 11, 2022
Q2 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-1Closed |
$97.9 - $129
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-3- 0.12% |
$294 - $387
|
2.51K
$322K
|
|
Aug 01, 2022
Q2 2022
|
James Investment Research Inc
|
SELL
|
- |
-3- 21.43% |
$294 - $387
|
11
$1.41K
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-6Closed |
$588 - $774
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-6- 0.03% |
$588 - $774
|
20.3K
$2.6M
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-10- 0.26% |
$979 - $1.29K
|
3.91K
$502K
|
|
Aug 11, 2022
Q2 2022
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-10- 11.11% |
$979 - $1.29K
|
80
$10.3K
|
|
Aug 15, 2022
Q2 2022
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-19Closed |
$1.86K - $2.45K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-24- 7.48% |
$2.35K - $3.1K
|
297
$38.1K
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
SELL
|
- |
-27- 0.68% |
$2.64K - $3.48K
|
3.96K
$508K
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-31- 6.15% |
$3.04K - $4K
|
473
$60.7K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-37- 3.72% |
$3.62K - $4.77K
|
958
$123K
|