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Vanguard Energy ETF
VDE

Overview Fund Activity

316 hedge funds and large institutions have $1.42B invested in Vanguard Energy ETF in 2017 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 97 increasing their positions, 89 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
+48
Holders Change %
+17.91%
% of All Funds
7.18%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.27%
New
73
Increased
97
Reduced
89
Closed
25
Calls
$9.56M
Puts
$3.25M
Net Calls
+$6.32M
Net Calls Change
+$5.94M

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$157M
2
ACI
AMP Capital Investors
Australia
$74.1M
3
W
Wealthfront
California
$178M
4
UBS Group
UBS Group
Switzerland
$84.8M
5
SIC
Starr International Company
Switzerland
$5.82M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$188M
2
Bank of America
Bank of America
North Carolina
$72.7M
3
CI
Conning Inc
Connecticut
$0
4
AA
Advisory Alpha
Michigan
$0
5
ADL
Asset Dedication LLC
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TFS
251
TrustCore Financial Services
Tennessee
$58K +$58K +586 New
HT
252
Heritage Trust
Oklahoma
$56K – – –
WB
253
Webster Bank
Connecticut
$50K – – –
CCM
254
Covington Capital Management
California
$49K – – –
FFW
255
Fusion Family Wealth
New York
$41K – – –
IWP
256
Icon Wealth Partners
Texas
$41K +$41K +419 New
CC
257
Claybrook Capital
Massachusetts
$40K +$40K +400 New
APSP
258
Asset Planning Services (Pennsylvania)
Pennsylvania
$39K +$400 +4 +1%
BFEC
259
Benjamin F. Edwards & Company
Missouri
$36K – – –
BWM
260
Baystate Wealth Management
Massachusetts
$36K +$36K +337 New
SBL
261
Sargent Bickham Lagudis
Colorado
$34K -$5.99K -61 -15%
RFA
262
Reilly Financial Advisors
California
$34K +$18K +184 +112%
AWA
263
Acorn Wealth Advisors
Michigan
$32K +$32K +316 New
SEI Investments
264
SEI Investments
Pennsylvania
$31K -$103K -1,052 -77%
GEA
265
Glen Eagle Advisors
New Jersey
$30.4K -$4.85K -49 -14%
FANJ
266
Financial Architects (New Jersey)
New Jersey
$30K +$10.1K +101 +51%
MSA
267
Marino Stram & Associates
Massachusetts
$30K +$30K +307 New
RFWA
268
RPg Family Wealth Advisory
Massachusetts
$28.9K – – –
KPCM
269
Kings Point Capital Management
New York
$28K – – –
CDIA
270
Capital Directions Investment Advisors
Georgia
$25K – – –
EWM
271
Evercore Wealth Management
New York
$25K – – –
FGC
272
Financial Gravity Companies
Texas
$24K +$24K +231 New
ST
273
Smithfield Trust
Pennsylvania
$22K – – –
PA
274
Parallel Advisors
California
$22K – – –
SPI
275
Santori & Peters Inc
Pennsylvania
$21K +$21K +235 New
9 10
11
12 13