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Vanguard Energy ETF
VDE

Overview Fund Activity

516 hedge funds and large institutions have $2.24B invested in Vanguard Energy ETF in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 180 increasing their positions, 162 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
516
Holders Change
-30
Holders Change %
-5.49%
% of All Funds
8.92%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.29%
New
40
Increased
180
Reduced
162
Closed
62
Calls
$16M
Puts
$7.78M
Net Calls
+$8.2M
Net Calls Change
-$15.5M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$177M
2
Bank of America
Bank of America
North Carolina
$333M
3
DWP
Destiny Wealth Partners
Florida
$9.98M
4
CCMG
Clark Capital Management Group
Pennsylvania
$7.97M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$8.3M

Top Sellers

1
Bessemer Group
Bessemer Group
New Jersey
$456K
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$3.37M
3
LCAM
London & Capital Asset Management
United Kingdom
$1.02M
4
B
Barings
North Carolina
$0
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$45.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFAS
326
Level Four Advisory Services
Texas
$317K +$16.3K +160 +5%
CIBC Private Wealth Group
327
CIBC Private Wealth Group
Georgia
$314K -$17.3K -170 -5%
D
328
Dentgroup
Louisiana
$314K +$1.79K +16 +0.6%
MMPW
329
Mitchell McLeod Pugh & Williams
Alabama
$312K – – –
HI
330
Harbour Investments
Wisconsin
$311K – – –
NAM
331
NorthCrest Asset Manangement
Minnesota
$307K -$18.8K -185 -6%
WFA
332
WMG Financial Advisors
Tennessee
$307K -$3.15K -31 -1%
CAC
333
Certified Advisory Corp
Florida
$303K +$303K +2,983 New
KA
334
Kovack Advisors
Florida
$302K -$394K -3,884 -57%
HNB
335
Huntington National Bank
Ohio
$298K -$298K – –
DOA
336
D'Orazio & Associates
Virginia
$297K +$410 +4 +0.1%
JWS
337
Juncture Wealth Strategies
Arizona
$296K +$3.35K +33 +1%
TSWM
338
Tyler-Stone Wealth Management
Ohio
$290K – – –
EW
339
Evoke Wealth
California
$285K -$3.85M -37,411 -93%
WAM
340
WFA Asset Management
Wisconsin
$285K – – –
HCWM
341
Harrison & Co Wealth Management
Virginia
$282K -$6.5K -64 -2%
RWM
342
RBA Wealth Management
California
$282K +$31.4K +309 +13%
LWM
343
Laidlaw Wealth Management
New York
$280K +$280K +2,756 New
WF
344
Welch & Forbes
Massachusetts
$279K – – –
CWM
345
Chemistry Wealth Management
New York
$276K – – –
SFA
346
Sequoia Financial Advisors
Ohio
$275K -$30.5K -300 -10%
BFA
347
Bragg Financial Advisors
North Carolina
$273K -$1.53K -15 -0.6%
RWM
348
Ritholtz Wealth Management
New York
$271K +$271K +2,664 New
National Bank of Canada
349
National Bank of Canada
Quebec, Canada
$266K +$12.9K +128 +5%
BWL
350
Bogart Wealth LLC
Virginia
$265K +$106K +1,041 +67%
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