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Vanguard Energy ETF
VDE

Overview Fund Activity

595 hedge funds and large institutions have $3.19B invested in Vanguard Energy ETF in 2022 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 208 increasing their positions, 154 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
595
Holders Change
+79
Holders Change %
+15.31%
% of All Funds
9.6%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.37%
New
127
Increased
208
Reduced
154
Closed
34
Calls
$27.6M
Puts
$23.6M
Net Calls
+$3.94M
Net Calls Change
-$4.26M

Top Buyers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$45.6M
2
GWA
2
Gibson Wealth Advisors
Texas
$19.2M
3
Goldman Sachs
3
Goldman Sachs
New York
$30.1M
4
UBS Group
4
UBS Group
Switzerland
$227M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$48.1M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$310M
2
BFG
2
Bouchey Financial Group
New York
$351K
3
SI
3
Stephens Inc
Arkansas
$1M
4
Prudential Financial
4
Prudential Financial
New Jersey
$1M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IFWM
251
Institute for Wealth Management
Colorado
$874K -$49.4K -407 -5%
SGCA
252
Steel Grove Capital Advisors
Tennessee
$871K +$871K +7,185 New
RIA
253
Realta Investment Advisors
Delaware
$868K +$12.4K +102 +1%
CFGSD
254
Compass Financial Group (South Dakota)
South Dakota
$852K +$852K +7,025 New
GLLW
255
Graves Light Lenhart Wealth
Virginia
$832K – – –
SCA
256
Snowden Capital Advisors
New York
$829K +$24.6K +203 +3%
AF
257
Allworth Financial
California
$819K -$72.9K -601 -8%
WAP
258
Wealthcare Advisory Partners
Pennsylvania
$814K +$17.1K +141 +2%
SCM
259
SOL Capital Management
Maryland
$811K -$3.64K -30 -0.4%
CA
260
Cambridge Advisors
Nebraska
$804K – – –
HIC
261
Holderness Investments Company
North Carolina
$795K -$10.1K -83 -1%
LIM
262
Leavell Investment Management
Alabama
$778K +$183K +1,510 +31%
ORC
263
O'Rourke & Company
Massachusetts
$764K +$135K +1,113 +21%
SSWM
264
Sheets Smith Wealth Management
North Carolina
$754K +$127K +1,045 +20%
CFGS
265
Concourse Financial Group Securities
Alabama
$753K +$17K +140 +2%
RJT
266
Raymond James Trust
Florida
$747K – – –
PCM
267
Parsons Capital Management
Rhode Island
$738K +$12.1K +100 +2%
CB
268
Commerce Bank
Missouri
$735K – – –
CS
269
Comerica Securities
Michigan
$730K +$730K +6,018 New
VCM
270
Versant Capital Management
Arizona
$729K +$4.49K +37 +0.6%
LDFR
271
Lehman & Derafelo Financial Resources
Pennsylvania
$727K +$10.4K +86 +1%
CBFP
272
Cedar Brook Financial Partners
Ohio
$725K -$48.4K -399 -6%
ST
273
Sentinel Trust
Texas
$714K – – –
OIA
274
OneDigital Investment Advisors
Kansas
$709K +$23.3K +192 +3%
MWM
275
Modera Wealth Management
New Jersey
$706K +$61.8K +510 +10%
9 10
11
12 13