We are live on ! Find out more
VDE icon

Vanguard Energy ETF

568 hedge funds and large institutions have $2.29B invested in Vanguard Energy ETF in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 171 increasing their positions, 194 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

413% more call options, than puts

Call options by funds: $18.2M | Put options by funds: $3.56M

18% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 40

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

0% more funds holding

Funds holding: 566568 (+2)

0.34% less ownership

Funds ownership: 32.05%31.72% (-0.34%)

5% less capital invested

Capital invested by funds: $2.43B → $2.29B (-$132M)

12% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 194

Holders
568
Holders Change
+2
Holders Change %
+0.35%
% of All Funds
8.92%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.2%
New
47
Increased
171
Reduced
194
Closed
40
Calls
$18.2M
Puts
$3.56M
Net Calls
+$14.7M
Net Calls Change
+$3.74M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
226
Savant Capital
Illinois
$829K +$676 +6 +0.1%
ORC
227
O'Rourke & Company
Massachusetts
$827K +$126K +1,117 +18%
CIBC World Market
228
CIBC World Market
Ontario, Canada
$825K -$29.6K -263 -3%
HW
229
Hamilton Wealth
California
$803K -$5.63K -50 -0.7%
Chevy Chase Trust
230
Chevy Chase Trust
Maryland
$803K -$122K -1,086 -13%
IFWM
231
Institute for Wealth Management
Colorado
$789K -$28.7K -255 -4%
SCA
232
Snowden Capital Advisors
New York
$781K +$16.9K +150 +2%
BCM
233
Brookstone Capital Management
Illinois
$779K +$10.7K +95 +1%
GLLW
234
Graves Light Lenhart Wealth
Virginia
$774K -$450 -4 -0.1%
RIA
235
Realta Investment Advisors
Delaware
$759K
EWA
236
EP Wealth Advisors
California
$749K +$3.54M +31,469 New
HWM
237
HB Wealth Management
Georgia
$742K -$901 -8 -0.1%
SI
238
Stephens Inc
Arkansas
$740K -$40.1K -356 -5%
CA
239
Cambridge Advisors
Nebraska
$740K +$2.81K +25 +0.4%
MWM
240
Modera Wealth Management
New Jersey
$716K +$92K +817 +15%
CBFP
241
Cedar Brook Financial Partners
Ohio
$715K +$12.9K +115 +2%
SSWM
242
Sheets Smith Wealth Management
North Carolina
$701K +$1.58K +14 +0.2%
Fidelity Investments
243
Fidelity Investments
Massachusetts
$701K +$119K +1,056 +20%
AP
244
Arlington Partners
Alabama
$694K -$12.9K -115 -2%
UCFA
245
United Capital Financial Advisors
Texas
$694K +$12.8K +114 +2%
SCM
246
SOL Capital Management
Maryland
$691K -$53.5K -475 -7%
OW
247
Olistico Wealth
Oklahoma
$690K
HIC
248
Holderness Investments Company
North Carolina
$685K -$68.9K -612 -9%
CB
249
Commerce Bank
Missouri
$684K
OIA
250
OneDigital Investment Advisors
Kansas
$677K -$12.9K -115 -2%