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Vanguard Energy ETF
VDE

Overview Fund Activity

281 hedge funds and large institutions have $961M invested in Vanguard Energy ETF in 2019 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 78 increasing their positions, 108 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
-35
Holders Change %
-11.08%
% of All Funds
6.17%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
26
Increased
78
Reduced
108
Closed
58
Calls
$14.4M
Puts
$2.54M
Net Calls
+$11.8M
Net Calls Change
+$6.68M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$33.3M
2
Baird Financial Group
Baird Financial Group
Wisconsin
$9.64M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$40.2M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$12M
5
Citadel Advisors
Citadel Advisors
Florida
$3.69M

Top Sellers

1
VA
Valmark Advisers
Ohio
$571K
2
Wealthfront Advisers
Wealthfront Advisers
California
$89.7M
3
UBS Group
UBS Group
Switzerland
$68.2M
4
Morgan Stanley
Morgan Stanley
New York
$69.5M
5
BOPW
Brandywine Oak Private Wealth
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
226
Realta Investment Advisors
Delaware
$40K – – –
WB
227
Webster Bank
Connecticut
$39K – – –
FDCDDQ
228
Federation des caisses Desjardins du Quebec
Quebec, Canada
$38.3K – – –
SAM
229
Shamrock Asset Management
Texas
$38K +$38K +490 New
AIM
230
Anchor Investment Management
South Carolina
$35.2K -$7.8K -100 -18%
ASN
231
Advisory Services Network
Georgia
$34K – – –
RFWA
232
RPg Family Wealth Advisory
Massachusetts
$33.7K -$22K -282 -39%
CIA
233
Cascade Investment Advisors
Oregon
$32K – – –
BFEC
234
Benjamin F. Edwards & Company
Missouri
$31K -$7.29K -92 -19%
SIS
235
Sound Income Strategies
Florida
$29K – – –
IWA
236
Intercontinental Wealth Advisors
Texas
$28K – – –
PWP
237
Personal Wealth Partners
Minnesota
$28K +$20.3K +258 +263%
BWM
238
Baystate Wealth Management
Massachusetts
$27K – – –
GSWM
239
Golden State Wealth Management
California
$26K -$119K -1,542 -82%
1NWS
240
1 North Wealth Services
Maryland
$26K +$26K +334 New
CFA
241
Carroll Financial Associates
North Carolina
$25K -$920 -12 -4%
RFA
242
Reilly Financial Advisors
California
$22K – – –
GRP
243
Global Retirement Partners
California
$22K – – –
APSP
244
Asset Planning Services (Pennsylvania)
Pennsylvania
$20K – – –
VNA
245
Valley National Advisers
Pennsylvania
$18K +$18K +235 New
SIAP
246
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$16K – – –
S
247
SignatureFD
Georgia
$14K -$26.7K -338 -66%
CTC
248
Central Trust Company
Missouri
$14K -$5.03K -65 -26%
HI
249
Hudock Inc
Pennsylvania
$14K – – –
LFG
250
Larson Financial Group
Missouri
$14K +$14K +181 New
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