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Vanguard Energy ETF
VDE

Overview Fund Activity

286 hedge funds and large institutions have $685M invested in Vanguard Energy ETF in 2020 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 109 increasing their positions, 71 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
-34
Holders Change %
-10.63%
% of All Funds
6.32%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
73
Increased
109
Reduced
71
Closed
100
Calls
$1.85M
Puts
$4.01M
Net Calls
-$2.17M
Net Calls Change
-$9.83M

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$32.9M
2
AWS
AJ Wealth Strategies
New York
+$26.2M
3
AA
ALPS Advisors
Colorado
+$20.1M
4
Morgan Stanley
Morgan Stanley
New York
+$13.3M
5
HF
HRT Financial
New York
+$8.74M

Top Sellers

1
PI
PFS Investments
Georgia
-$17.3M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$13.7M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$8.23M
4
COI
Connable Office Inc
Michigan
-$7.3M
5
WCP
Welch Capital Partners
New York
-$5.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWC
251
Carolinas Wealth Consulting
North Carolina
$7K +$7K +202 New
RFA
252
Reilly Financial Advisors
California
$6K – – –
SIC
253
Salem Investment Counselors
North Carolina
$6K +$122 +3 +2%
FA
254
Fortis Advisors
Pennsylvania
$6K +$6K +152 New
SMFS
255
Squar Milner Financial Services
California
$6K +$6K +159 New
TCM
256
Tradewinds Capital Management
Washington
$6K +$6K +167 New
WB
257
Webster Bank
Connecticut
$5K -$14.9K -375 -75%
JHCP
258
Jackson Hole Capital Partners
Oklahoma
$5K – – –
CIAS
259
Capital Investment Advisory Services
North Carolina
$5K – – –
JPLA
260
Joseph P. Lucia & Associates
New York
$5K – – –
RCA
261
Ranch Capital Advisors
Florida
$5K +$34 +1 +0.7%
MIM
262
Macroview Investment Management
Maryland
$5K +$85 +2 +2%
BFEC
263
Benjamin F. Edwards & Company
Missouri
$4K -$8.53K -209 -68%
FWM
264
FSA Wealth Management
Massachusetts
$4K – – –
ME
265
McIlrath & Eck
Washington
$4K – – –
HI
266
Human Investing
Oregon
$4K – – –
PP
267
PrairieView Partners
Minnesota
$4K +$4K +104 New
PWMG
268
Prestige Wealth Management Group
New Jersey
$3K – – –
FDCDDQ
269
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.33K – – –
SIS
270
SVB Investment Services
Utah
$2K -$17.7K -514 -90%
WEC
271
Winslow Evans & Crocker
Massachusetts
$2K – – –
CWM
272
Cranbrook Wealth Management
Michigan
$2K – – –
CDIA
273
Capital Directions Investment Advisors
Georgia
$2K – – –
PCG
274
Private Capital Group
Connecticut
$2K +$35 +1 +2%
CAC
275
Certified Advisory Corp
Florida
$2K +$318 +7 +19%
9 10
11
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