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Vanguard Energy ETF
VDE

Overview Fund Activity

423 hedge funds and large institutions have $1.85B invested in Vanguard Energy ETF in 2021 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 152 increasing their positions, 124 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
423
Holders Change
+29
Holders Change %
+7.36%
% of All Funds
7.38%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.24%
New
61
Increased
152
Reduced
124
Closed
24
Calls
$18.6M
Puts
$6.26M
Net Calls
+$12.3M
Net Calls Change
+$3.31M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$63.1M
2
Bank of America
2
Bank of America
North Carolina
$145M
3
PL
3
Polianta Ltd
Jersey
$13.2M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$85.6M
5
UBS Group
5
UBS Group
Switzerland
$73.1M

Top Sellers

1
AIC
1
Ameritas Investment Company
Nebraska
$52M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$68.6M
3
FP
3
Financial Perspectives
Minnesota
$508K
4
Morgan Stanley
4
Morgan Stanley
New York
$97M
5
CCM
5
Consolidated Capital Management
California
$8.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
226
Northside Capital Management
Oregon
$363K -$15.2K -200 -4%
CWS
227
Cypress Wealth Services
California
$363K +$43.5K +573 +14%
BDF
228
Black Diamond Financial
Maryland
$353K – – –
ACM
229
Advisors Capital Management
New Jersey
$352K +$47.1K +621 +15%
DI
230
Disciplined Investments
Oklahoma
$349K +$6.3K +83 +2%
Carson Wealth (CWM LLC)
231
Carson Wealth (CWM LLC)
Nebraska
$347K – – –
SWA
232
Stratos Wealth Advisors
Ohio
$345K -$4.41K -58 -1%
PPA
233
Parametric Portfolio Associates
Washington
$344K +$3.49K +46 +1%
LFF
234
Level Four Financial
Texas
$339K -$78.6K -1,036 -19%
BWM
235
Birchcreek Wealth Management
Ohio
$339K -$35.4K -466 -9%
MGIA
236
Moneta Group Investment Advisors
Missouri
$331K -$52.9K -697 -14%
PWM
237
Praetorian Wealth Management
California
$329K -$357K -4,714 -52%
HIC
238
Holderness Investments Company
North Carolina
$328K +$23.1K +305 +8%
RMAM
239
Raab & Moskowitz Asset Management
New Jersey
$322K -$76.9K -1,015 -19%
LWAC
240
Laurel Wealth Advisors (California)
California
$319K +$40.5K +534 +15%
IWM
241
IHT Wealth Management
Illinois
$319K +$85K +1,120 +36%
PFS
242
Prospera Financial Services
Texas
$319K +$319K +4,211 New
BWL
243
Bogart Wealth LLC
Virginia
$317K +$223K +2,930 +236%
SWM
244
Segment Wealth Management
Texas
$316K – – –
PFA
245
Paradigm Financial Advisors
Missouri
$315K +$315K +4,153 New
PP
246
PDS Planning
Ohio
$311K +$380 +5 +0.1%
CAG
247
Csenge Advisory Group
Florida
$306K -$95.2K -1,233 -24%
AWA
248
Arkadios Wealth Advisors
Georgia
$305K +$305K +4,025 New
HWA
249
Heartwood Wealth Advisors
Virginia
$304K – – –
LAI
250
Legal Advantage Investments
California
$304K – – –
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10
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