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Vanguard Energy ETF
VDE

Overview Fund Activity

621 hedge funds and large institutions have $2.56B invested in Vanguard Energy ETF in 2024 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 229 increasing their positions, 208 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
8.98%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.14%
New
56
Increased
229
Reduced
208
Closed
49
Calls
$12.3M
Puts
$2.32M
Net Calls
+$10M
Net Calls Change
-$213K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$209M
2
SC
Swan Capital
Florida
$10.7M
3
Bank of America
Bank of America
North Carolina
$296M
4
GB
Gunma Bank
Japan
$6.25M
5
RB
Richmond Brothers
Michigan
$3.13M

Top Sellers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$110M
2
MMEA
Main Management ETF Advisors
California
$45.2M
3
SFC
Strategic Financial Concepts
Texas
$209K
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$39.7M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$62.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFM
226
Phillips Financial Management
Indiana
$906K -$27.7K -226 -3%
AWM
227
AE Wealth Management
Kansas
$903K -$70.2K -573 -7%
CWM
228
Congress Wealth Management
Massachusetts
$900K -$1.42M -11,555 -61%
QCM
229
Quantinno Capital Management
New York
$894K +$38.8K +317 +5%
AWM
230
Atticus Wealth Management
Florida
$893K +$18.2K +149 +2%
VIA
231
Vickerman Investment Advisors
Washington
$877K -$5.39K -44 -0.6%
ASN
232
Advisory Services Network
Georgia
$876K – – –
CCA
233
Checchi Capital Advisers
California
$871K – – –
Focus Partners Wealth
234
Focus Partners Wealth
Massachusetts
$869K +$598K +4,882 +220%
IFWM
235
Institute for Wealth Management
Colorado
$855K -$72.6K -593 -8%
MMA
236
Miracle Mile Advisors
California
$855K +$104K +848 +14%
CCA
237
Cora Capital Advisors
New Jersey
$851K -$19.4K -158 -2%
FP
238
Financial Perspectives
Minnesota
$848K +$1.72K +14 +0.2%
GT
239
Glenmede Trust
Pennsylvania
$841K +$52.2K +426 +7%
Charles Schwab
240
Charles Schwab
California
$841K -$130K -1,059 -13%
TSWM
241
Tyler-Stone Wealth Management
Ohio
$835K +$448K +3,655 +116%
RIG
242
RiverFront Investment Group
Virginia
$835K +$835K +6,816 New
SSWM
243
Sheets Smith Wealth Management
North Carolina
$832K -$489K -3,989 -37%
NFG
244
Nations Financial Group
Iowa
$830K -$857 -7 -0.1%
DC
245
Davenport & Co
Virginia
$824K -$43.4K -354 -5%
OSAM
246
O'Shaughnessy Asset Management
Connecticut
$816K +$125K +964 +18%
SEIA
247
Signature Estate & Investment Advisors
California
$800K +$5.14K +42 +0.6%
BFAG
248
Blackston Financial Advisory Group
Florida
$799K +$799K +6,523 New
BCM
249
Brookstone Capital Management
Illinois
$799K -$122 -1 -0%
CA
250
Cambridge Advisors
Nebraska
$799K +$8.94K +73 +1%
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