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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 %
BCP
301
Berkeley Capital Partners
Georgia
$639K -$100K -761 -14%
RCA
302
Resonant Capital Advisors
Wisconsin
$637K +$18.7K +142 +3%
CRI
303
Colonial River Investments
Virginia
$635K -$1.27M -9,647 -67%
FPCP
304
Fort Point Capital Partners
California
$634K +$634K +4,817 New
NCM
305
Northside Capital Management
Oregon
$630K – – –
FAIM
306
Financial Advocates Investment Management
Washington
$626K +$16.2K +105 +3%
ST
307
Sentinel Trust
Texas
$613K – – –
BWM
308
Birchcreek Wealth Management
Ohio
$612K -$90.2K -685 -13%
OIA
309
OneDigital Investment Advisors
Kansas
$605K -$128K -969 -17%
IA
310
Insight Advisors
Pennsylvania
$600K -$338K -2,568 -36%
GEA
311
Glen Eagle Advisors
New Jersey
$600K – – –
NIM
312
Northeast Investment Management
Massachusetts
$598K -$50.3K -382 -8%
MCM
313
MontVue Capital Management
Virginia
$590K +$87.4K +664 +17%
PFS
314
Prospera Financial Services
Texas
$589K -$983K -7,458 -63%
FA
315
Fiduciary Alliance
South Carolina
$587K – – –
TCWM
316
Total Clarity Wealth Management
Illinois
$576K -$707K -5,366 -55%
CCFCSB
317
Cape Cod Five Cents Savings Bank
Massachusetts
$569K -$16.5K -125 -3%
USB
318
Union Savings Bank
Connecticut
$566K – – –
JWCA
319
J.W. Cole Advisors
Florida
$563K +$563K +4,276 New
BW
320
Bison Wealth
Georgia
$563K -$20.7K -157 -4%
CFGSD
321
Compass Financial Group (South Dakota)
South Dakota
$560K -$98.2K -746 -15%
HCC
322
Hirtle Callaghan & Co
Pennsylvania
$558K – – –
WWM
323
Western Wealth Management
Colorado
$556K -$37.9K -288 -6%
IWA
324
IVC Wealth Advisors
Pennsylvania
$554K -$23K -175 -4%
BDF
325
Black Diamond Financial
Maryland
$554K – – –
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