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Vanguard Energy ETF

600 hedge funds and large institutions have $3.11B invested in Vanguard Energy ETF in 2023 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 224 increasing their positions, 165 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
600
Holders Change
+36
Holders Change %
+6.38%
% of All Funds
9.57%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.26%
New
73
Increased
224
Reduced
165
Closed
32
Calls
$48.1M
Puts
$11.2M
Net Calls
+$36.9M
Net Calls Change
+$22.2M
Name Holding Trade Value Shares
Change
Shares
Change %
BSW
226
Buckingham Strategic Wealth
Missouri
$1.05M -$13.8K -109 -1%
AWM
227
Atticus Wealth Management
Florida
$1.05M +$12.9K +102 +1%
PFM
228
Phillips Financial Management
Indiana
$1.04M +$79.1K +624 +8%
FOFP
229
Fee-Only Financial Planning
South Carolina
$1.03M
Citigroup
230
Citigroup
New York
$1.01M +$274K +2,163 +37%
PA
231
PFG Advisors
Arizona
$1.01M -$36.8K -290 -4%
CCA
232
Cora Capital Advisors
New Jersey
$989K -$154K -1,218 -13%
MWM
233
Mission Wealth Management
California
$989K -$15.7K -124 -2%
FB
234
First Bancorp
Maine
$986K
IFWM
235
Institute for Wealth Management
Colorado
$969K +$82.9K +654 +9%
IWM
236
IHT Wealth Management
Illinois
$968K +$496K +3,911 +105%
SB
237
Simmons Bank
Arkansas
$966K
VIA
238
Vickerman Investment Advisors
Washington
$966K -$44.4K -350 -4%
FP
239
Financial Perspectives
Minnesota
$944K +$2.41K +19 +0.3%
WF
240
Warner Financial
Maryland
$939K +$507 +4 +0.1%
BCM
241
Brookstone Capital Management
Illinois
$922K +$31.9K +248 +4%
TSS
242
Two Sigma Securities
New York
$905K +$905K +7,140 New
EW
243
Evoke Wealth
California
$901K -$446K -3,495 -33%
CIBC World Market
244
CIBC World Market
Ontario, Canada
$900K -$26.2K -207 -3%
Chevy Chase Trust
245
Chevy Chase Trust
Maryland
$900K -$1.52K -12 -0.2%
TLP
246
Trinity Legacy Partners
Texas
$863K -$434K -3,428 -33%
HWM
247
HB Wealth Management
Georgia
$841K +$7.6K +60 +0.9%
MWM
248
Modera Wealth Management
New Jersey
$835K +$31.7K +250 +4%
SSWM
249
Sheets Smith Wealth Management
North Carolina
$833K +$46K +363 +6%
OIA
250
OneDigital Investment Advisors
Kansas
$830K +$70.3K +555 +9%