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Vanguard Energy ETF

564 hedge funds and large institutions have $2.29B invested in Vanguard Energy ETF in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 171 increasing their positions, 193 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
564
Holders Change
+1
Holders Change %
+0.18%
% of All Funds
8.89%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
46
Increased
171
Reduced
193
Closed
40
Calls
$18.2M
Puts
$3.56M
Net Calls
+$14.7M
Net Calls Change
+$3.74M
Name Holding Trade Value Shares
Change
Shares
Change %
CB
326
Cadence Bank
Mississippi
$418K
FAIM
327
Financial Advocates Investment Management
Washington
$411K +$72.3K +640 +21%
SFA
328
Sequoia Financial Advisors
Ohio
$409K -$6.21K -55 -1%
HI
329
Harbour Investments
Wisconsin
$397K +$4.06K +36 +1%
LIM
330
Leavell Investment Management
Alabama
$392K -$19.9K -175 -5%
YIH
331
Y-Intercept (HK)
Hong Kong
$384K +$384K +3,401 New
GC
332
Garde Capital
Washington
$382K
WTC
333
WhitTier Trust Company
Nevada
$382K
VFP
334
Verus Financial Partners
Virginia
$381K +$156K +1,295 +69%
CWM
335
Collaborative Wealth Management
Florida
$375K -$20.8K -184 -5%
NRI
336
NFP Retirement Inc
California
$373K +$3.39K +30 +0.9%
SW
337
SteelPeak Wealth
California
$373K -$1.82K -16 -0.5%
MCM
338
Manchester Capital Management
Vermont
$373K +$113 +1 +0%
CCG
339
Chatham Capital Group
Georgia
$373K
PCIA
340
Prime Capital Investment Advisors
Kansas
$371K +$371K +3,282 New
B
341
Bailard
California
$368K -$295K -2,609 -44%
BCM
342
Blume Capital Management
California
$365K +$5.65K +50 +2%
D
343
Dentgroup
Louisiana
$364K +$36.9K +327 +11%
IWC
344
Integrated Wealth Concepts
Massachusetts
$362K -$399K -3,534 -52%
HNB
345
Huntington National Bank
Ohio
$350K -$380K
Bank of Montreal
346
Bank of Montreal
Ontario, Canada
$348K -$822K -7,262 -70%
MMPW
347
Mitchell McLeod Pugh & Williams
Alabama
$346K
WF
348
Welch & Forbes
Massachusetts
$342K
AWM
349
Apollon Wealth Management
South Carolina
$339K +$339K +2,999 New
CAC
350
Certified Advisory Corp
Florida
$337K