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 |
---|---|---|---|---|---|---|---|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-467- 0.59% |
$43.8K - $55.3K
|
78.3K
$10M
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-473- 2.27% |
$44.4K - $56K
|
20.4K
$2.61M
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-542- 11.85% |
$50.8K - $64.2K
|
4.03K
$518K
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-548- 10.74% |
$51.4K - $64.9K
|
4.56K
$585K
|
|
Oct 24, 2022
Q3 2022
|
Cmh Wealth Management LLC
|
SELL
|
- |
-549- 0.84% |
$51.5K - $65K
|
64.7K
$8.31M
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-564- 3.05% |
$52.9K - $66.8K
|
17.9K
$2.3M
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-614- 17.19% |
$57.6K - $72.7K
|
2.96K
$380K
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-656- 45.78% |
$61.5K - $77.7K
|
777
$99.8K
|
|
Nov 16, 2022
Q3 2022
|
M Financial Asset Management, Inc.
Portland, OR |
SELL
|
- |
-675- 4.85% |
$63.3K - $80K
|
13.2K
$1.7M
|
|
Nov 08, 2022
Q3 2022
|
North Star Asset Management Inc
|
SELL
|
- |
-680- 3.44% |
$63.8K - $80.5K
|
19.1K
$2.45M
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-744- 3.67% |
$69.8K - $88.1K
|
19.5K
$2.51M
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-767- 9.44% |
$71.9K - $90.9K
|
7.36K
$945K
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-774- 0.26% |
$72.6K - $91.7K
|
298K
$38.3M
|
|
Nov 08, 2022
Q3 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-779- 7.89% |
$73K - $92.3K
|
9.09K
$1.17M
|
|
Oct 27, 2022
Q3 2022
|
Regis Management CO LLC
|
SELL
|
- |
-780- 1.05% |
$73.1K - $92.4K
|
73.3K
$9.41M
|
|
Nov 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-793- 15.28% |
$74.4K - $93.9K
|
4.4K
$565K
|
|
Nov 14, 2022
Q3 2022
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-800- 24.78% |
$75K - $94.8K
|
2.43K
$312K
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-813- 69.19% |
$76.2K - $96.3K
|
362
$46.5K
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-895- 40.04% |
$83.9K - $106K
|
1.34K
$172K
|
|
Nov 14, 2022
Q3 2022
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-930- 13.64% |
$87.2K - $110K
|
5.89K
$756K
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-932- 16.77% |
$87.4K - $110K
|
4.63K
$594K
|
|
Nov 14, 2022
Q3 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-940- 1.32% |
$88.1K - $111K
|
70.4K
$9.04M
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.02K- 40.39% |
$95.6K - $121K
|
1.5K
$193K
|
|
Nov 14, 2022
Q3 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.28K- 4.63% |
$120K - $151K
|
26.3K
$3.38M
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.28K- 2.03% |
$120K - $152K
|
61.9K
$7.95M
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-1.31KClosed |
$122K - $155K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.44K- 11.36% |
$135K - $170K
|
11.2K
$1.44M
|
|
Oct 12, 2022
Q3 2022
|
Keudell
|
SELL
|
- |
-1.51K- 3.43% |
$142K - $179K
|
42.6K
$5.47M
|
|
Oct 19, 2022
Q3 2022
|
Sinecera Capital, LLC
|
SELL
|
- |
-1.62K- 7.95% |
$152K - $192K
|
18.8K
$2.41M
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
SELL
|
- |
-1.67K- 88.07% |
$156K - $198K
|
226
$29K
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-1.75K- 19.22% |
$164K - $207K
|
7.35K
$944K
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.01K- 6.66% |
$188K - $238K
|
28.1K
$3.61M
|
|
Nov 04, 2022
Q3 2022
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-2.06K- 2.26% |
$193K - $243K
|
88.8K
$11.4M
|
|
Oct 26, 2022
Q3 2022
|
Bouchey Financial Group LTD
|
SELL
|
- |
-2.18K- 1.7% |
$204K - $258K
|
126K
$16.2M
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.2K- 28.04% |
$206K - $261K
|
5.65K
$726K
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-2.3K- 28.01% |
$215K - $272K
|
5.9K
$758K
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-2.32K- 30.91% |
$218K - $275K
|
5.19K
$666K
|
|
Nov 15, 2022
Q3 2022
|
Family Firm, Inc.
|
SELL
|
- |
-2.64K- 9.02% |
$248K - $313K
|
26.7K
$3.42M
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.67K- 13.22% |
$250K - $316K
|
17.5K
$2.25M
|
|
Oct 11, 2022
Q3 2022
|
Rfg Holdings, Inc.
|
SELL
|
- |
-2.68K- 2.46% |
$251K - $318K
|
106K
$13.7M
|
|
Nov 14, 2022
Q3 2022
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-2.81K- 54.37% |
$263K - $332K
|
2.35K
$302K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-2.96K- 53.62% |
$277K - $350K
|
2.56K
$329K
|
|
Oct 28, 2022
Q3 2022
|
Grove Bank & Trust
|
SELL
|
- |
-3.21K- 13.91% |
$301K - $380K
|
19.8K
$2.55M
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.3K- 50.5% |
$309K - $391K
|
3.23K
$415K
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-3.32K- 30.77% |
$312K - $394K
|
7.48K
$960K
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.5K- 3.42% |
$328K - $414K
|
98.8K
$12.7M
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-3.7K- 3.98% |
$347K - $438K
|
89.2K
$11.5M
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.75K- 39.47% |
$351K - $444K
|
5.75K
$738K
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.88K- 56.63% |
$364K - $460K
|
2.97K
$382K
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.97K- 4.77% |
$373K - $471K
|
79.4K
$10.2M
|