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Vanguard Energy ETF
VDE

Overview Fund Activity

316 hedge funds and large institutions have $1.42B invested in Vanguard Energy ETF in 2017 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 97 increasing their positions, 89 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
+48
Holders Change %
+17.91%
% of All Funds
7.18%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.27%
New
73
Increased
97
Reduced
89
Closed
25
Calls
$9.56M
Puts
$3.25M
Net Calls
+$6.32M
Net Calls Change
+$5.94M

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$157M
2
ACI
AMP Capital Investors
Australia
$74.1M
3
W
Wealthfront
California
$178M
4
UBS Group
UBS Group
Switzerland
$84.8M
5
SIC
Starr International Company
Switzerland
$5.82M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$188M
2
Bank of America
Bank of America
North Carolina
$72.7M
3
CI
Conning Inc
Connecticut
$0
4
AA
Advisory Alpha
Michigan
$0
5
ADL
Asset Dedication LLC
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
301
Community Bank
New York
$5K – – –
PWM
302
Perigon Wealth Management
California
$5K +$2.91K +32 +139%
ME
303
McIlrath & Eck
Washington
$5K +$5K +55 New
SIS
304
Sound Income Strategies
Florida
$5K +$5K +55 New
AIP
305
Ameritas Investment Partners
Nebraska
$4K – – –
AWM
306
Avior Wealth Management
Nebraska
$3K – – –
SP
307
SWS Partners
Ohio
$3K +$3K +29 New
CAC
308
Certified Advisory Corp
Florida
$3K +$3K +37 New
MRCM
309
M&R Capital Management
New Jersey
$2K – – –
CAPTRUST Financial Advisors
310
CAPTRUST Financial Advisors
North Carolina
$2K – – –
RWG
311
Regal Wealth Group
California
$2K +$2K +20 New
KJWM
312
Kiley Juergens Wealth Management
Washington
$2K +$2K +24 New
WAP
313
Wealthcare Advisory Partners
Pennsylvania
$1K – – –
PS
314
Portfolio Strategies
New York
$1K +$1K +12 New
AMCA
315
Arthur M. Cohen & Associates
Illinois
$264 +$264 +2,514 New
PCG
316
Private Capital Group
Connecticut
$5 +$5 +1,000 New
CI
317
Conning Inc
Connecticut
– -$5.5M -58,800 Closed
AA
318
Advisory Alpha
Michigan
– -$4.17M -43,408 Closed
ADL
319
Asset Dedication LLC
California
– -$3.46M -36,984 Closed
CS
320
Credit Suisse
Switzerland
– -$3.21M -34,312 Closed
BPM
321
Bowling Portfolio Management
Ohio
– -$3M -32,077 Closed
GE
322
General Electric
Ohio
– -$2.68M -28,668 Closed
ICOA
323
Investment Centers of America
North Dakota
– -$1.17M -12,499 Closed
AWA
324
ARS Wealth Advisors
Florida
– -$592K -6,330 Closed
TI
325
Truepoint Inc
Ohio
– -$536K -5,725 Closed
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