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Vanguard Energy ETF
VDE

Overview Fund Activity

621 hedge funds and large institutions have $2.89B invested in Vanguard Energy ETF in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 205 increasing their positions, 213 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
+21
Holders Change %
+3.5%
% of All Funds
9.1%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.25%
New
80
Increased
205
Reduced
213
Closed
53
Calls
$13.9M
Puts
$3.25M
Net Calls
+$10.6M
Net Calls Change
-$26.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$252M
2
Bank of America
Bank of America
North Carolina
+$54.8M
3
UBS Group
UBS Group
Switzerland
+$51.7M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$17.4M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$16.5M

Top Sellers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$158M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$90.8M
3
Osaic Holdings
Osaic Holdings
Arizona
-$39.6M
4
MMEA
Main Management ETF Advisors
California
-$34.5M
5
ETC
Exchange Traded Concepts
Oklahoma
-$21.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPRC
301
Consolidated Portfolio Review Corp
New York
$594K -$58.9K -502 -9%
UCFA
302
United Capital Financial Advisors
Texas
$592K -$70.5K -601 -11%
CWS
303
Cypress Wealth Services
California
$589K +$6.92K +59 +1%
CFGSD
304
Compass Financial Group (South Dakota)
South Dakota
$586K -$52.5K -448 -8%
CIP
305
Capital Insight Partners
Arizona
$581K – – –
SWP
306
Semus Wealth Partners
Florida
$580K -$101K -860 -15%
OW
307
Olistico Wealth
Oklahoma
$578K -$139K -1,188 -19%
NIM
308
Northeast Investment Management
Massachusetts
$577K +$75.3K +642 +15%
CFFP
309
Center for Financial Planning
Michigan
$575K -$58.6K -500 -9%
NCM
310
Northside Capital Management
Oregon
$561K – – –
GP
311
Girard Partners
Pennsylvania
$559K +$80.6K +687 +17%
MECA
312
Miller Equity Capital Advisors
Texas
$555K – – –
BDF
313
Black Diamond Financial
Maryland
$554K – – –
RCA
314
Resonant Capital Advisors
Wisconsin
$551K +$235K +2,007 +75%
ST
315
Sentinel Trust
Texas
$546K -$40.4K -345 -7%
RSWM
316
Robertson Stephens Wealth Management
California
$540K +$3.64K +31 +0.7%
GEA
317
Glen Eagle Advisors
New Jersey
$535K +$21K +179 +4%
WWM
318
Western Wealth Management
Colorado
$529K +$43.7K +373 +9%
CCFCSB
319
Cape Cod Five Cents Savings Bank
Massachusetts
$521K -$196K -1,674 -27%
FA
320
Fiduciary Alliance
South Carolina
$520K -$102K -867 -16%
BW
321
Bison Wealth
Georgia
$519K +$235 +2 +0%
LFAS
322
Level Four Advisory Services
Texas
$517K +$15.1K +129 +3%
IWA
323
IVC Wealth Advisors
Pennsylvania
$514K +$79.8K +680 +18%
USB
324
Union Savings Bank
Connecticut
$504K – – –
GVAG
325
Great Valley Advisor Group
Delaware
$498K -$158K -1,346 -24%
11 12
13
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