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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 %
HCC
326
Hirtle Callaghan & Co
Pennsylvania
$497K +$497K +4,238 New
MSFS
327
Main Street Financial Solutions
Pennsylvania
$491K -$235 -2 -0%
NAM
328
NorthCrest Asset Manangement
Minnesota
$488K +$9.73K +83 +2%
SHFA
329
SC&H Financial Advisors
Maryland
$485K +$2.46K +21 +0.5%
AFP
330
Ausdal Financial Partners
Iowa
$484K -$16.8K -143 -3%
PP
331
PDS Planning
Ohio
$484K +$704 +6 +0.1%
SSB
332
Sandy Spring Bank
Maryland
$481K +$6.92K +59 +1%
SC
333
Savant Capital
Illinois
$480K -$33.8K -288 -7%
HWA
334
Heartwood Wealth Advisors
Virginia
$474K – – –
GLLW
335
Graves Light Lenhart Wealth
Virginia
$472K – – –
SC
336
Scotia Capital
Ontario, Canada
$471K – – –
NAG
337
Northstar Advisory Group
New Jersey
$469K -$538K -4,585 -53%
GCP
338
GSA Capital Partners
United Kingdom
$469K +$469K +3,999 New
VIM
339
Vista Investment Management
Pennsylvania
$466K +$14.3K +122 +3%
SA
340
Strategic Advocates
Utah
$466K +$466K +3,971 New
IRAG
341
Investment Research & Advisory Group
Georgia
$465K – – –
W
342
WPWealth
Texas
$463K – – –
FAIM
343
Financial Advocates Investment Management
Washington
$462K +$144K +1,227 +45%
TI
344
Trexquant Investment
Connecticut
$462K +$462K +3,936 New
SFA
345
Sequoia Financial Advisors
Ohio
$460K +$33.9K +289 +8%
IA
346
IFG Advisory
Georgia
$459K +$24K +205 +6%
TBC
347
Ted Buchan & Co
California
$455K -$134K -1,142 -23%
MCM
348
MontVue Capital Management
Virginia
$447K +$447K +3,813 New
US Bancorp
349
US Bancorp
Minnesota
$446K +$195K +1,661 +78%
SWM
350
Segment Wealth Management
Texas
$443K +$443K +3,774 New
12 13
14
15 16