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Vanguard Energy ETF
VDE

Overview Fund Activity

627 hedge funds and large institutions have $3.05B invested in Vanguard Energy ETF in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 226 increasing their positions, 199 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
627
Holders Change
+6
Holders Change %
+0.97%
% of All Funds
9.09%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.28%
New
70
Increased
226
Reduced
199
Closed
57
Calls
$15.3M
Puts
$2.75M
Net Calls
+$12.6M
Net Calls Change
+$1.94M

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$121M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$54.9M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$33.7M
4
PP
Prudential plc
United Kingdom
+$17.5M
5
GG
Greenwood Gearhart
Arkansas
+$13.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$269M
2
UBS Group
UBS Group
Switzerland
-$76.6M
3
Bank of America
Bank of America
North Carolina
-$53.7M
4
MM
Main Management
California
-$15.5M
5
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSW
226
Buckingham Strategic Wealth
Missouri
$1.09M – – –
CIBC World Market
227
CIBC World Market
Ontario, Canada
$1.05M +$123K +933 +13%
SCG
228
Sonata Capital Group
Washington
$1.05M -$23.7K -180 -2%
FOFP
229
Fee-Only Financial Planning
South Carolina
$1.04M -$26.3K -200 -2%
FG
230
Fiduciary Group
Georgia
$1.04M +$115K +874 +13%
PFM
231
Phillips Financial Management
Indiana
$1.03M -$58.9K -447 -5%
AWM
232
AE Wealth Management
Kansas
$1.02M -$2.49M -18,893 -71%
Deutsche Bank
233
Deutsche Bank
Germany
$1.02M -$95.7K -727 -9%
ACP
234
Aveo Capital Partners
Colorado
$1.01M -$83.4K -646 -8%
CCA
235
Checchi Capital Advisers
California
$1.01M -$85.7K -651 -8%
SB
236
Simmons Bank
Arkansas
$1M – – –
FB
237
First Bancorp
Maine
$994K -$23.7K -180 -2%
IFWM
238
Institute for Wealth Management
Colorado
$989K +$31.3K +238 +3%
Susquehanna International Group
239
Susquehanna International Group
Pennsylvania
$969K -$4.5M -34,164 -82%
VIA
240
Vickerman Investment Advisors
Washington
$967K -$11.6K -88 -1%
Northern Trust
241
Northern Trust
Illinois
$964K +$116K +883 +14%
RSWM
242
Robertson Stephens Wealth Management
California
$957K +$350K +2,658 +58%
AWM
243
Atticus Wealth Management
Florida
$955K -$35.6K -270 -4%
PWP
244
Principle Wealth Partners
Connecticut
$951K -$248K -1,886 -21%
ASN
245
Advisory Services Network
Georgia
$951K +$157K +1,193 +20%
SSWM
246
Sheets Smith Wealth Management
North Carolina
$947K +$85.5K +649 +10%
HWM
247
HB Wealth Management
Georgia
$945K -$259K -1,965 -21%
NAG
248
Northstar Advisory Group
New Jersey
$941K +$413K +3,134 +78%
DC
249
Davenport & Co
Virginia
$941K -$110K -835 -10%
Prudential Financial
250
Prudential Financial
New Jersey
$938K -$2.46M -18,661 -72%
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