Purchases and Sales Made in Q3 2022 in Vanguard Energy ETF (VDE)
This table provides information about the institutional ownership of Vanguard Energy ETF (VDE) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
5.59KNew |
$524K - $662K
|
5.59K
$718K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.58K+ 34.93% |
$523K - $661K
|
21.5K
$2.77M
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.27K+ 94.7% |
$494K - $624K
|
10.8K
$1.39M
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5.2K+ 101.96% |
$488K - $616K
|
10.3K
$1.32M
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
5.2K+ 7.62% |
$487K - $616K
|
73.4K
$9.42M
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.84K+ 4.06% |
$454K - $574K
|
124K
$15.9M
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.83K+ 4.22% |
$453K - $572K
|
119K
$15.3M
|
|
Nov 03, 2022
Q3 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
4.83K+ 18.94% |
$453K - $572K
|
30.3K
$3.89M
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.58K+ 5.82% |
$429K - $542K
|
83.2K
$10.7M
|
|
Oct 18, 2022
Q3 2022
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
4.38KNew |
$411K - $519K
|
4.38K
$562K
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.34K+ 21.98% |
$407K - $514K
|
24.1K
$3.09M
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.29K+ 96.62% |
$402K - $508K
|
8.73K
$1.12M
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4.11K+ 23.77% |
$385K - $487K
|
21.4K
$2.75M
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.06K+ 15.65% |
$381K - $481K
|
30K
$3.85M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.7K+ 12.26% |
$347K - $438K
|
33.9K
$4.35M
|
|
Oct 31, 2022
Q3 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
3.63K+ 29.02% |
$340K - $430K
|
16.1K
$2.07M
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.33KNew |
$313K - $395K
|
3.33K
$428K
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.33K+ 143.97% |
$313K - $395K
|
5.65K
$725K
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
3.32KNew |
$311K - $393K
|
3.32K
$426K
|
|
Nov 14, 2022
Q3 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
3.3KNew |
$309K - $391K
|
3.3K
$424K
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
3.11K+ 2.04% |
$291K - $368K
|
155K
$20M
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.08K+ 25.94% |
$289K - $364K
|
14.9K
$1.92M
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
3.08K+ 1.5% |
$288K - $364K
|
208K
$26.7M
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.05K+ 18.16% |
$286K - $361K
|
19.8K
$2.55M
|
|
Oct 12, 2022
Q3 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
3K+ 33.37% |
$281K - $355K
|
12K
$1.54M
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.98KNew |
$280K - $353K
|
2.98K
$383K
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.89K+ 0.33% |
$271K - $342K
|
868K
$112M
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.76KNew |
$258K - $326K
|
2.76K
$354K
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
2.66KNew |
$250K - $316K
|
2.66K
$342K
|
|
Nov 09, 2022
Q3 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
2.58K+ 100.12% |
$242K - $306K
|
5.16K
$662K
|
|
Oct 25, 2022
Q3 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2.55KNew |
$239K - $302K
|
2.55K
$327K
|
|
Nov 14, 2022
Q3 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.51K+ 8.67% |
$235K - $297K
|
31.4K
$4.03M
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
2.46KNew |
$230K - $291K
|
2.46K
$315K
|
|
Oct 19, 2022
Q3 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
2.4KNew |
$225K - $284K
|
2.4K
$308K
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
2.37K+ 223.63% |
$222K - $280K
|
3.42K
$440K
|
|
Oct 19, 2022
Q3 2022
|
Patten & Patten Inc
|
BUY
|
- |
2.32K+ 14.73% |
$218K - $275K
|
18.1K
$2.32M
|
|
Oct 24, 2022
Q3 2022
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
2.32K+ 4.57% |
$218K - $275K
|
53.1K
$6.81M
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2.21K+ 5.14% |
$207K - $262K
|
45.2K
$5.8M
|
|
Nov 08, 2022
Q3 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.2K+ 15.33% |
$206K - $261K
|
16.6K
$2.13M
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.18K+ 37.0% |
$205K - $258K
|
8.08K
$1.04M
|
|
Oct 12, 2022
Q3 2022
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
2.18K+ 25.18% |
$204K - $258K
|
10.8K
$1.39M
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.12KNew |
$199K - $251K
|
2.12K
$273K
|
|
Jan 19, 2024
Q3 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
2.11KNew |
$198K - $250K
|
2.11K
$271K
|
|
Oct 24, 2022
Q3 2022
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
2.07K+ 18.07% |
$194K - $245K
|
13.5K
$1.73M
|
|
Oct 31, 2022
Q3 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
2.02KNew |
$189K - $239K
|
2.02K
$259K
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.01KNew |
$189K - $238K
|
2.01K
$258K
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
BUY
|
- |
2KNew |
$188K - $237K
|
2K
$257K
|
|
Nov 14, 2022
Q3 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
2KNew |
$188K - $237K
|
2K
$257K
|
|
Oct 27, 2022
Q3 2022
|
Windham Capital Management, LLC
|
BUY
|
- |
1.99KNew |
$186K - $235K
|
1.99K
$255K
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.97K+ 9.97% |
$184K - $233K
|
21.7K
$2.78M
|