VDE icon

Vanguard Energy ETF
VDE

Overview Fund Activity

407 hedge funds and large institutions have $1.88B invested in Vanguard Energy ETF in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 146 increasing their positions, 116 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
-16
Holders Change %
-3.78%
% of All Funds
7.15%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.18%
New
25
Increased
146
Reduced
116
Closed
35
Calls
$21.7M
Puts
$9.1M
Net Calls
+$12.6M
Net Calls Change
+$222K

Top Buyers

1
Citigroup
1
Citigroup
New York
$59.7M
2
AIC
2
Ameritas Investment Company
Nebraska
$52.2M
3
UBS Group
3
UBS Group
Switzerland
$101M
4
Goldman Sachs
4
Goldman Sachs
New York
$25.6M
5
FIM
5
Freedom Investment Management
Connecticut
$23.4M

Top Sellers

1
BO
1
BRR OpCo
Ohio
$1.33M
2
AA
2
ALPS Advisors
Colorado
$0
3
PL
3
Polianta Ltd
Jersey
$0
4
EC
4
Estate Counselors
Wisconsin
$7.66M
5
Wealthfront Advisers
5
Wealthfront Advisers
California
$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
BDF
226
Black Diamond Financial
Maryland
$344K – – –
DI
227
Disciplined Investments
Oklahoma
$336K -$3.92K -53 -1%
SWA
228
Stratos Wealth Advisors
Ohio
$336K – – –
MWM
229
Mission Wealth Management
California
$335K -$97.5K -1,319 -23%
LFF
230
Level Four Financial
Texas
$333K +$2.81K +38 +0.9%
BWM
231
Birchcreek Wealth Management
Ohio
$324K -$5.69K -77 -2%
MGIA
232
Moneta Group Investment Advisors
Missouri
$322K -$370 -5 -0.1%
FIA
233
Foundations Investment Advisors
Arizona
$316K +$7.96K +102 +3%
RMAM
234
Raab & Moskowitz Asset Management
New Jersey
$314K – – –
CPO
235
Cerity Partners OCIO
New York
$312K +$24.3K +328 +8%
HWA
236
Heartwood Wealth Advisors
Virginia
$307K +$11.1K +150 +4%
PPA
237
Parametric Portfolio Associates
Washington
$306K -$29.1K -394 -9%
AWA
238
Arkadios Wealth Advisors
Georgia
$306K +$9.22K +125 +3%
PP
239
PDS Planning
Ohio
$303K – – –
NHC
240
Nicholas Hoffman & Company
Georgia
$299K +$5.33K +72 +2%
LAI
241
Legal Advantage Investments
California
$296K – – –
BW
242
Bison Wealth
Georgia
$295K – – –
IRAG
243
Investment Research & Advisory Group
Georgia
$295K – – –
EFS
244
Essex Financial Services
Connecticut
$287K +$9.23K +125 +3%
LWAC
245
Laurel Wealth Advisors (California)
California
$285K -$25.8K -349 -8%
PGFC
246
Peapack-Gladstone Financial Corp
New Jersey
$284K -$8.19K -111 -3%
BWP
247
BSW Wealth Partners
Colorado
$284K – – –
AAM
248
Autus Asset Management
Arizona
$284K +$50.5K +685 +22%
ACA
249
Aptus Capital Advisors
Alabama
$283K -$7.23K -97 -2%
LIM
250
Leavell Investment Management
Alabama
$281K +$281K +3,750 New
8 9
10
11 12