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Vanguard Energy ETF
VDE

Overview Fund Activity

627 hedge funds and large institutions have $3.05B invested in Vanguard Energy ETF in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 226 increasing their positions, 199 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
627
Holders Change
+6
Holders Change %
+0.97%
% of All Funds
9.09%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.28%
New
70
Increased
226
Reduced
199
Closed
57
Calls
$15.3M
Puts
$2.75M
Net Calls
+$12.6M
Net Calls Change
+$1.94M

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$121M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$54.9M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$33.7M
4
PP
Prudential plc
United Kingdom
+$17.5M
5
GG
Greenwood Gearhart
Arkansas
+$13.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$269M
2
UBS Group
UBS Group
Switzerland
-$76.6M
3
Bank of America
Bank of America
North Carolina
-$53.7M
4
MM
Main Management
California
-$15.5M
5
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
C
276
CEDRUS
Colorado
$783K +$49.9K +379 +7%
HIC
277
Holderness Investments Company
North Carolina
$771K +$395 +3 +0.1%
MIAS
278
Mason Investment Advisory Services
Virginia
$747K +$17.5K +133 +2%
IHL
279
Investment House LLC
California
$734K +$734K +5,571 New
TP
280
Tranquility Partners
Tennessee
$728K – – –
GRP
281
Global Retirement Partners
California
$711K +$395 +3 +0.1%
Millennium Management
282
Millennium Management
New York
$707K +$707K +5,371 New
DAM
283
Derbend Asset Management
Georgia
$702K +$263 +2 +0%
VM
284
VPR Management
Texas
$698K – – –
MSFS
285
Main Street Financial Solutions
Pennsylvania
$696K +$144K +1,096 +26%
SFA
286
Sequoia Financial Advisors
Ohio
$694K +$178K +1,349 +34%
CSC
287
Caldwell Sutter Capital
California
$690K – – –
SCA
288
Snowden Capital Advisors
New York
$686K -$53.2K -404 -7%
RMAM
289
Raab & Moskowitz Asset Management
New Jersey
$678K -$33.1K -251 -5%
VCM
290
Versant Capital Management
Arizona
$672K +$790 +6 +0.1%
UCFA
291
United Capital Financial Advisors
Texas
$666K +$922 +7 +0.1%
ACM
292
Advisors Capital Management
New Jersey
$664K -$24.9K -189 -4%
CWS
293
Cypress Wealth Services
California
$662K +$1.32K +10 +0.2%
AF
294
Allworth Financial
California
$662K -$61.1K -464 -8%
LNC
295
Lincoln National Corp
Pennsylvania
$657K -$1.07M -8,154 -62%
OSAM
296
O'Shaughnessy Asset Management
Connecticut
$654K +$414K +3,145 +173%
OW
297
Olistico Wealth
Oklahoma
$652K +$2.77K +21 +0.4%
CIP
298
Capital Insight Partners
Arizona
$652K – – –
FFWA
299
Forthright Family Wealth Advisory
Texas
$652K -$101K -769 -13%
CFFP
300
Center for Financial Planning
Michigan
$646K – – –
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