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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 %
Bessemer Group
276
Bessemer Group
New Jersey
$456K -$97M -953,815 -100%
MSFS
277
Main Street Financial Solutions
Pennsylvania
$456K -$20.3K -200 -4%
B
278
Bailard
California
$454K +$52K +512 +13%
WANY
279
Wealthspire Advisors (New York)
New York
$449K +$40.6K +400 +10%
CCFCSB
280
Cape Cod Five Cents Savings Bank
Massachusetts
$448K – – –
CPO
281
Cerity Partners OCIO
New York
$445K – – –
PWM
282
Praetorian Wealth Management
California
$444K +$444K +4,380 New
TWC
283
TD Waterhouse Canada
Ontario, Canada
$432K -$58.1K -542 -12%
CWM
284
Cornerstone Wealth Management
Missouri
$424K +$4.98K +49 +1%
PGFC
285
Peapack-Gladstone Financial Corp
New Jersey
$424K +$33K +325 +8%
BWM
286
Birchcreek Wealth Management
Ohio
$421K +$5.8K +57 +1%
IWN
287
Independent Wealth Network
Iowa
$421K +$44.1K +434 +12%
VIM
288
Vista Investment Management
Pennsylvania
$419K -$14.6K -144 -3%
PP
289
PDS Planning
Ohio
$417K – – –
NHC
290
Nicholas Hoffman & Company
Georgia
$414K -$34K -335 -8%
SWA
291
Stratos Wealth Advisors
Ohio
$413K -$2.03K -20 -0.5%
MWM
292
Mission Wealth Management
California
$405K +$4.27K +42 +1%
IRAG
293
Investment Research & Advisory Group
Georgia
$403K – – –
MHS
294
M Holdings Securities
Oregon
$398K -$37.2K -367 -9%
IA
295
IFG Advisory
Georgia
$397K -$4.97K -49 -1%
GVAG
296
Great Valley Advisor Group
Delaware
$397K +$12.5K +123 +3%
SSB
297
Sandy Spring Bank
Maryland
$396K – – –
NIM
298
Northeast Investment Management
Massachusetts
$393K +$103K +1,011 +35%
DI
299
Disciplined Investments
Oklahoma
$392K – – –
BWP
300
BSW Wealth Partners
Colorado
$391K – – –
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12
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