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Vanguard Energy ETF
VDE

Overview Fund Activity

546 hedge funds and large institutions have $2.38B invested in Vanguard Energy ETF in 2022 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 173 increasing their positions, 196 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
546
Holders Change
+8
Holders Change %
+1.49%
% of All Funds
9.23%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.3%
New
60
Increased
173
Reduced
196
Closed
47
Calls
$29.5M
Puts
$5.81M
Net Calls
+$23.7M
Net Calls Change
+$760K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$310M
2
Bessemer Group
Bessemer Group
New Jersey
$95.3M
3
LCAM
London & Capital Asset Management
United Kingdom
$19.7M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$27.9M
5
SI
Stephens Inc
Arkansas
$13.6M

Top Sellers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$44.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$57.1M
3
AAS
Ameritas Advisory Services
Nebraska
$2.01M
4
Osaic Holdings
Osaic Holdings
Arizona
$34.8M
5
JHCM
Juniper Hill Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BIM
301
Bullseye Investment Management
Ohio
$412K +$412K +4,137 New
CWM
302
Cornerstone Wealth Management
Missouri
$410K +$63.7K +641 +18%
PP
303
PDS Planning
Ohio
$409K +$299 +3 +0.1%
SWA
304
Stratos Wealth Advisors
Ohio
$407K – – –
BWM
305
Birchcreek Wealth Management
Ohio
$406K -$5.07K -51 -1%
WANY
306
Wealthspire Advisors (New York)
New York
$400K +$400K +4,021 New
IA
307
IFG Advisory
Georgia
$394K -$25.8K -260 -6%
B
308
Bailard
California
$394K -$2.69K -27 -0.7%
IRAG
309
Investment Research & Advisory Group
Georgia
$394K – – –
BW
310
Bison Wealth
Georgia
$393K -$4.58K -46 -1%
MWM
311
Mission Wealth Management
California
$392K -$20.4K -205 -5%
Baird Financial Group
312
Baird Financial Group
Wisconsin
$388K +$388K +3,902 New
SSB
313
Sandy Spring Bank
Maryland
$387K +$3.28K +33 +0.9%
DI
314
Disciplined Investments
Oklahoma
$384K +$3.78K +38 +1%
CWM
315
Collaborative Wealth Management
Florida
$384K +$384K +3,865 New
PGFC
316
Peapack-Gladstone Financial Corp
New Jersey
$383K – – –
BWP
317
BSW Wealth Partners
Colorado
$383K – – –
NRI
318
NFP Retirement Inc
California
$380K -$5.07K -51 -1%
GVAG
319
Great Valley Advisor Group
Delaware
$377K -$115K -1,156 -23%
CL
320
CPWM LLC
Washington
$376K +$376K +3,776 New
SWM
321
Segment Wealth Management
Texas
$373K – – –
GIA
322
Guyasuta Investment Advisors
Pennsylvania
$372K – – –
SN
323
Sittner & Nelson
Oregon
$371K – – –
FIA
324
Foundations Investment Advisors
Arizona
$370K -$947 -10 -0.3%
IWA
325
IVC Wealth Advisors
Pennsylvania
$369K -$10.5K -105 -3%
11 12
13
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