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Vanguard Energy ETF
VDE

Overview Fund Activity

621 hedge funds and large institutions have $2.89B invested in Vanguard Energy ETF in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 205 increasing their positions, 213 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
+21
Holders Change %
+3.5%
% of All Funds
9.1%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.25%
New
80
Increased
205
Reduced
213
Closed
53
Calls
$13.9M
Puts
$3.25M
Net Calls
+$10.6M
Net Calls Change
-$26.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$252M
2
Bank of America
Bank of America
North Carolina
+$54.8M
3
UBS Group
UBS Group
Switzerland
+$51.7M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$17.4M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$16.5M

Top Sellers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$158M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$90.8M
3
Osaic Holdings
Osaic Holdings
Arizona
-$39.6M
4
MMEA
Main Management ETF Advisors
California
-$34.5M
5
ETC
Exchange Traded Concepts
Oklahoma
-$21.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TLP
251
Trinity Legacy Partners
Texas
$805K +$6.22K +53 +0.8%
SPC
252
Sigma Planning Corp
Michigan
$804K -$1.12M -9,554 -58%
CRWM
253
Castle Rock Wealth Management
California
$795K +$87.8K +746 +12%
EWA
254
EP Wealth Advisors
California
$780K +$72.6K +619 +10%
CA
255
Cambridge Advisors
Nebraska
$770K +$8.21K +70 +1%
SSWM
256
Sheets Smith Wealth Management
North Carolina
$768K -$3.28K -28 -0.4%
SI
257
Stephens Inc
Arkansas
$763K – – –
Northern Trust
258
Northern Trust
Illinois
$754K +$106K +905 +16%
GT
259
Glenmede Trust
Pennsylvania
$752K – – –
Chevy Chase Trust
260
Chevy Chase Trust
Maryland
$751K -$82.1K -700 -10%
KBFS
261
Kohmann Bosshard Financial Services
Ohio
$741K – – –
Nomura Asset Management
262
Nomura Asset Management
Japan
$739K -$903K -7,700 -55%
B
263
Bailard
California
$734K +$374K +3,187 +104%
RJT
264
Raymond James Trust
Florida
$725K +$24.9K +212 +4%
BCA
265
Bray Capital Advisors
Florida
$724K +$182K +1,555 +34%
Vanguard Group
266
Vanguard Group
Pennsylvania
$717K +$5.51K +47 +0.8%
CWA
267
Capital Wealth Alliance
Arizona
$714K +$35.5K +303 +5%
CB
268
Commerce Bank
Missouri
$711K – – –
CBFP
269
Cedar Brook Financial Partners
Ohio
$707K +$9.46K +83 +1%
ASN
270
Advisory Services Network
Georgia
$706K +$5.86K +50 +0.8%
SCM
271
SOL Capital Management
Maryland
$705K -$7.04K -60 -1%
GS
272
GTS Securities
New York
$705K +$705K +6,010 New
MWM
273
Modera Wealth Management
New Jersey
$703K -$70.4K -600 -9%
PCM
274
Parsons Capital Management
Rhode Island
$701K – – –
HIC
275
Holderness Investments Company
North Carolina
$686K -$25.8K -220 -4%
9 10
11
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