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Vanguard Energy ETF
VDE

Overview Fund Activity

600 hedge funds and large institutions have $3.11B invested in Vanguard Energy ETF in 2023 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 224 increasing their positions, 165 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
600
Holders Change
+36
Holders Change %
+6.38%
% of All Funds
9.57%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.26%
New
73
Increased
224
Reduced
165
Closed
32
Calls
$48.1M
Puts
$11.2M
Net Calls
+$36.9M
Net Calls Change
+$22.2M

Top Buyers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$223M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$134M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$75.4M
4
ETC
4
Exchange Traded Concepts
Oklahoma
$25.5M
5
MMEA
5
Main Management ETF Advisors
California
$123M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$89.8M
2
PG
2
Prostatis Group
Maryland
$315K
3
Bank of America
3
Bank of America
North Carolina
$302M
4
Citadel Advisors
4
Citadel Advisors
Florida
$358K
5
ACA
5
Aptus Capital Advisors
Alabama
$2.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
301
Northside Capital Management
Oregon
$606K – – –
BWM
302
Birchcreek Wealth Management
Ohio
$603K – – –
MECA
303
Miller Equity Capital Advisors
Texas
$600K – – –
BDF
304
Black Diamond Financial
Maryland
$599K – – –
LIM
305
Leavell Investment Management
Alabama
$597K +$158K +1,235 +36%
Qube Research & Technologies (QRT)
306
Qube Research & Technologies (QRT)
United Kingdom
$594K +$594K +4,688 New
SOS
307
Silver Oak Securities
Tennessee
$590K -$43.9K -346 -7%
BCA
308
Bray Capital Advisors
Florida
$585K -$6.34K -50 -1%
RSWM
309
Robertson Stephens Wealth Management
California
$584K – – –
MA
310
Mutual Advisors
Nebraska
$580K +$18.4K +145 +3%
C
311
CEDRUS
Colorado
$568K -$46.1K -364 -8%
BW
312
Bison Wealth
Georgia
$561K +$12.8K +101 +2%
SC
313
Savant Capital
Illinois
$556K -$375K -2,961 -40%
GEA
314
Glen Eagle Advisors
New Jersey
$555K – – –
USB
315
Union Savings Bank
Connecticut
$544K – – –
LFAS
316
Level Four Advisory Services
Texas
$543K -$64.9K -512 -11%
NIM
317
Northeast Investment Management
Massachusetts
$543K +$887 +7 +0.2%
AFP
318
Ausdal Financial Partners
Iowa
$541K +$29.4K +232 +6%
AWM
319
Apollon Wealth Management
South Carolina
$539K +$158K +1,250 +42%
MSFS
320
Main Street Financial Solutions
Pennsylvania
$531K -$30.7K -242 -5%
SWM
321
Spire Wealth Management
Virginia
$530K +$173K +1,368 +49%
WWM
322
Western Wealth Management
Colorado
$524K +$48.4K +382 +10%
PP
323
PDS Planning
Ohio
$522K +$380 +3 +0.1%
SHFA
324
SC&H Financial Advisors
Maryland
$521K -$514K -4,057 -50%
IWN
325
Independent Wealth Network
Iowa
$520K -$21.2K -167 -4%
11 12
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