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Vanguard Energy ETF
VDE

Overview Fund Activity

622 hedge funds and large institutions have $2.85B invested in Vanguard Energy ETF in 2024 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 196 increasing their positions, 217 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
622
Holders Change
-5
Holders Change %
-0.8%
% of All Funds
9.05%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.23%
New
54
Increased
196
Reduced
217
Closed
50
Calls
$11.5M
Puts
$1.3M
Net Calls
+$10.2M
Net Calls Change
-$2.32M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$126M
2
MHS
2
M Holdings Securities
Oregon
$7.46M
3
PCH
3
PGIM Custom Harvest
New Jersey
$36.3M
4
LPL Financial
4
LPL Financial
California
$69.1M
5
GS
5
GTS Securities
New York
$5.48M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$180M
2
PP
2
Prudential plc
United Kingdom
$0
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$203M
5
BCMIO
5
Beacon Capital Management Inc (Ohio)
Ohio
$160M
Name Holding Trade Value Shares
Change 		Shares
Change %
MECA
226
Miller Equity Capital Advisors
Texas
$1.07M – – –
HFS
227
Hoge Financial Services
Pennsylvania
$1.06M -$121K -951 -10%
HWM
228
HB Wealth Management
Georgia
$1.05M +$139K +1,086 +15%
MWM
229
Mission Wealth Management
California
$1.04M -$124K -973 -11%
SCG
230
Sonata Capital Group
Washington
$1.04M +$22.3K +175 +2%
ACP
231
Aveo Capital Partners
Colorado
$1.02M +$18.2K +143 +2%
WDC
232
Woodward Diversified Capital
California
$1.02M -$58.6K -459 -5%
AWM
233
AE Wealth Management
Kansas
$1.01M +$25.8K +202 +3%
Charles Schwab
234
Charles Schwab
California
$1.01M -$62.1K -487 -6%
Fisher Asset Management
235
Fisher Asset Management
Washington
$1.01M -$633K -4,958 -39%
FG
236
Fiduciary Group
Georgia
$1M – – –
FOFP
237
Fee-Only Financial Planning
South Carolina
$995K -$12.8K -100 -1%
Deutsche Bank
238
Deutsche Bank
Germany
$985K – – –
PFM
239
Phillips Financial Management
Indiana
$973K -$29.2K -229 -3%
LFAS
240
Level Four Advisory Services
Texas
$971K +$408K +3,196 +72%
IFWM
241
Institute for Wealth Management
Colorado
$966K +$7.53K +59 +0.8%
SB
242
Simmons Bank
Arkansas
$962K -$10.2K -80 -1%
FB
243
First Bancorp
Maine
$958K -$5.1K -40 -0.5%
CL
244
Choreo LLC
Illinois
$955K +$606K +4,747 +173%
VIA
245
Vickerman Investment Advisors
Washington
$920K -$17.2K -135 -2%
AWM
246
Atticus Wealth Management
Florida
$911K -$13.5K -106 -1%
CCA
247
Checchi Capital Advisers
California
$907K -$74.2K -582 -8%
CCA
248
Cora Capital Advisors
New Jersey
$907K – – –
DC
249
Davenport & Co
Virginia
$904K -$7.4K -58 -0.8%
QCM
250
Quantinno Capital Management
New York
$891K +$367K +2,879 +70%
8 9
10
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