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Vanguard Energy ETF
VDE

Overview Fund Activity

516 hedge funds and large institutions have $2.24B invested in Vanguard Energy ETF in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 180 increasing their positions, 162 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
516
Holders Change
-30
Holders Change %
-5.49%
% of All Funds
8.92%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.29%
New
40
Increased
180
Reduced
162
Closed
62
Calls
$16M
Puts
$7.78M
Net Calls
+$8.2M
Net Calls Change
-$15.5M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$177M
2
Bank of America
2
Bank of America
North Carolina
$333M
3
DWP
3
Destiny Wealth Partners
Florida
$9.98M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$7.97M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$8.3M

Top Sellers

1
Bessemer Group
1
Bessemer Group
New Jersey
$456K
2
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$3.37M
3
LCAM
3
London & Capital Asset Management
United Kingdom
$1.02M
4
B
4
Barings
North Carolina
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$45.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
251
Advisory Services Network
Georgia
$573K +$28.7K +283 +5%
HWA
252
Heartwood Wealth Advisors
Virginia
$569K – – –
RC
253
RegentAtlantic Capital
New Jersey
$568K +$568K +5,590 New
TPCW
254
TD Private Client Wealth
New York
$567K -$7.31K -72 -1%
NFG
255
Nations Financial Group
Iowa
$566K +$406 +4 +0.1%
BDF
256
Black Diamond Financial
Maryland
$542K – – –
MWM
257
Modera Wealth Management
New Jersey
$540K +$33.5K +330 +7%
RMAM
258
Raab & Moskowitz Asset Management
New Jersey
$531K -$21.6K -213 -4%
KPW
259
Kore Private Wealth
New York
$527K -$236K -2,320 -31%
ORC
260
O'Rourke & Company
Massachusetts
$527K +$150K +1,476 +40%
SSWM
261
Sheets Smith Wealth Management
North Carolina
$525K -$20.1K -198 -4%
CCA
262
Checchi Capital Advisers
California
$524K +$262K +2,581 +100%
GP
263
Girard Partners
Pennsylvania
$522K +$13.2K +130 +3%
MIAS
264
Mason Investment Advisory Services
Virginia
$517K -$32.5K -320 -6%
CIP
265
Capital Insight Partners
Arizona
$512K – – –
LIM
266
Leavell Investment Management
Alabama
$504K +$124K +1,205 +33%
LWAC
267
Laurel Wealth Advisors (California)
California
$493K -$24K -236 -5%
AIM
268
Anchor Investment Management
South Carolina
$489K +$25.2K +248 +5%
Fidelity Investments
269
Fidelity Investments
Massachusetts
$486K -$24.4K -241 -5%
NCM
270
Northside Capital Management
Oregon
$486K – – –
MECA
271
Miller Equity Capital Advisors
Texas
$481K – – –
MGIA
272
Moneta Group Investment Advisors
Missouri
$470K -$94.7K -932 -17%
BCA
273
Bray Capital Advisors
Florida
$470K -$5.79K -57 -1%
Northern Trust
274
Northern Trust
Illinois
$469K +$123K +1,209 +35%
WWM
275
Western Wealth Management
Colorado
$463K -$55.7K -548 -11%
9 10
11
12 13