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Vanguard Energy ETF

477 hedge funds and large institutions have $2.12B invested in Vanguard Energy ETF in 2021 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 171 increasing their positions, 103 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
477
Holders Change
+70
Holders Change %
+17.2%
% of All Funds
7.37%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.22%
New
117
Increased
171
Reduced
103
Closed
40
Calls
$23.4M
Puts
$6.31M
Net Calls
+$17.1M
Net Calls Change
+$4.52M
Name Holding Trade Value Shares
Change
Shares
Change %
BFA
326
Bragg Financial Advisors
North Carolina
$204K
TSWM
327
Tyler-Stone Wealth Management
Ohio
$203K +$203K +2,616 New
Financial Engines Advisors
328
Financial Engines Advisors
California
$203K +$203K +2,622 New
GWA
329
Gibson Wealth Advisors
Texas
$202K +$202K +2,607 New
WWM
330
Western Wealth Management
Colorado
$200K +$200K +2,561 New
HWA
331
HHM Wealth Advisors
Tennessee
$199K
National Bank of Canada
332
National Bank of Canada
Quebec, Canada
$197K +$197K +2,542 New
FPFS
333
First Personal Financial Services
North Carolina
$195K -$12K -155 -6%
William Blair & Company
334
William Blair & Company
Illinois
$192K +$78.5K +1,013 +69%
AWM
335
Atticus Wealth Management
Florida
$187K +$187K +2,404 New
PK
336
Pflug Koory
Nebraska
$186K
MPCG
337
Matrix Private Capital Group
New York
$181K +$467 +6 +0.3%
IA
338
IFP Advisors
Florida
$180K -$989K -12,384 -85%
VCM
339
Viewpoint Capital Management
Washington
$180K +$180K +2,323 New
BAM
340
Belpointe Asset Management
Nevada
$175K -$42.1K -540 -19%
CFA
341
Carroll Financial Associates
North Carolina
$173K +$158K +2,016 +1,078%
LWANC
342
Laurel Wealth Advisors (North Carolina)
North Carolina
$163K
GWANC
343
Guardian Wealth Advisors (North Carolina)
North Carolina
$144K +$144K +1,858 New
CSB
344
City State Bank
Iowa
$141K +$141K +1,823 New
CAL
345
Capital Analysts LLC
Pennsylvania
$136K -$11.7K -150 -8%
AF
346
Affiance Financial
Minnesota
$136K
IPW
347
IronBridge Private Wealth
Texas
$134K +$134K +1,722 New
MW
348
Milestone Wealth
New York
$134K +$134K +1,725 New
S
349
Surevest
California
$129K +$129K +1,663 New
AWM
350
Accel Wealth Management
Iowa
$128K +$86K +1,109 +205%