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Vanguard Energy ETF
VDE

Overview Fund Activity

621 hedge funds and large institutions have $2.89B invested in Vanguard Energy ETF in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 205 increasing their positions, 213 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
+21
Holders Change %
+3.5%
% of All Funds
9.1%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.25%
New
80
Increased
205
Reduced
213
Closed
53
Calls
$13.9M
Puts
$3.25M
Net Calls
+$10.6M
Net Calls Change
-$26.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$435M
2
Bank of America
Bank of America
North Carolina
$334M
3
UBS Group
UBS Group
Switzerland
$262M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$56.2M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$99.6M

Top Sellers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$48.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$33.5M
3
Osaic Holdings
Osaic Holdings
Arizona
$30.1M
4
MMEA
Main Management ETF Advisors
California
$79.6M
5
ETC
Exchange Traded Concepts
Oklahoma
$2.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACP
226
Aveo Capital Partners
Colorado
$997K -$58.2K -496 -6%
Deutsche Bank
227
Deutsche Bank
Germany
$991K -$182K -1,553 -16%
WT
228
Whittier Trust
California
$980K – – –
CCA
229
Checchi Capital Advisers
California
$979K +$418K +3,561 +74%
BSW
230
Buckingham Strategic Wealth
Missouri
$974K -$352 -3 -0%
PFM
231
Phillips Financial Management
Indiana
$973K +$13.1K +112 +1%
HW
232
Hamilton Wealth
California
$972K +$386K +3,288 +66%
SCG
233
Sonata Capital Group
Washington
$953K -$156K -1,330 -14%
FOFP
234
Fee-Only Financial Planning
South Carolina
$950K – – –
DC
235
Davenport & Co
Virginia
$936K -$143K -1,217 -13%
CWM
236
Cornerstone Wealth Management
Missouri
$915K -$68.1K -581 -7%
FB
237
First Bancorp
Maine
$906K -$5.86K -50 -0.6%
MWM
238
Mission Wealth Management
California
$896K -$19.1K -163 -2%
SB
239
Simmons Bank
Arkansas
$894K – – –
AWM
240
Atticus Wealth Management
Florida
$882K -$87.3K -744 -9%
VIA
241
Vickerman Investment Advisors
Washington
$872K -$22.2K -189 -2%
CCA
242
Cora Capital Advisors
New Jersey
$864K -$51.4K -438 -6%
IWM
243
IHT Wealth Management
Illinois
$862K -$33.8K -288 -4%
SWA
244
Stratos Wealth Advisors
Ohio
$861K +$383K +3,262 +80%
IFWM
245
Institute for Wealth Management
Colorado
$853K -$43.2K -368 -5%
Fidelity Investments
246
Fidelity Investments
Massachusetts
$847K +$85.1K +726 +11%
IA
247
Insight Advisors
Pennsylvania
$836K -$143K -1,221 -15%
CIBC World Market
248
CIBC World Market
Ontario, Canada
$826K -$6.57K -56 -0.8%
FG
249
Fiduciary Group
Georgia
$819K +$819K +6,985 New
FP
250
Financial Perspectives
Minnesota
$809K -$65.2K -556 -7%
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