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Vanguard Energy ETF
VDE

Overview Fund Activity

563 hedge funds and large institutions have $2.42B invested in Vanguard Energy ETF in 2023 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 179 increasing their positions, 216 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
-32
Holders Change %
-5.38%
% of All Funds
9.01%
Holding in Top 10
12
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-47.83%
% of All Funds
0.19%
New
49
Increased
179
Reduced
216
Closed
60
Calls
$16.3M
Puts
$5.36M
Net Calls
+$10.9M
Net Calls Change
+$7M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$145M
2
SCM
SCS Capital Management
Massachusetts
$34M
3
CI
CX Institutional
Indiana
$15.9M
4
BCI
Brinker Capital Investments
Pennsylvania
$5.8M
5
SS
Simplicity Solutions
Minnesota
$4.94M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$319M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$3.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$32.3M
4
Morgan Stanley
Morgan Stanley
New York
$187M
5
Goldman Sachs
Goldman Sachs
New York
$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
251
Raymond James Trust
Florida
$704K – – –
CFGS
252
Concourse Financial Group Securities
Alabama
$702K -$7.88K -69 -1%
CS
253
Comerica Securities
Michigan
$701K +$13.7K +120 +2%
OIA
254
OneDigital Investment Advisors
Kansas
$698K +$30.6K +268 +5%
OW
255
Olistico Wealth
Oklahoma
$698K +$170K +1,487 +32%
CB
256
Commerce Bank
Missouri
$692K – – –
UCFA
257
United Capital Financial Advisors
Texas
$689K -$237K -2,078 -26%
WAP
258
Wealthcare Advisory Partners
Pennsylvania
$678K -$89K -779 -12%
B
259
Bailard
California
$671K +$183K +1,600 +37%
AF
260
Allworth Financial
California
$669K -$102K -897 -13%
GVAG
261
Great Valley Advisor Group
Delaware
$662K +$113K +987 +21%
FP
262
Fiduciary Planning
Florida
$659K +$46.4K +406 +8%
PP
263
Patten & Patten
Tennessee
$659K +$571 +5 +0.1%
SWP
264
Semus Wealth Partners
Florida
$657K +$11.5K +101 +2%
PCM
265
Parsons Capital Management
Rhode Island
$651K -$43.8K -383 -6%
RMAM
266
Raab & Moskowitz Asset Management
New Jersey
$650K -$2.06K -18 -0.3%
SC
267
Swan Capital
Florida
$647K +$647K +5,662 New
NFG
268
Nations Financial Group
Iowa
$637K +$685 +6 +0.1%
TP
269
Tranquility Partners
Tennessee
$634K – – –
MWM
270
Modera Wealth Management
New Jersey
$631K -$34.3K -300 -5%
CPRC
271
Consolidated Portfolio Review Corp
New York
$626K +$626K +5,482 New
CFFP
272
Center for Financial Planning
Michigan
$618K – – –
CSC
273
Caldwell Sutter Capital
California
$615K – – –
FA
274
Fiduciary Alliance
South Carolina
$604K – – –
Citigroup
275
Citigroup
New York
$601K -$277K -2,422 -32%
9 10
11
12 13