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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 %
NRI
326
NFP Retirement Inc
California
$552K +$121K +921 +28%
BWM
327
BNC Wealth Management
Oregon
$550K +$257K +1,953 +88%
SHFA
328
SC&H Financial Advisors
Maryland
$546K +$1.32K +10 +0.2%
PP
329
PDS Planning
Ohio
$544K +$263 +2 +0%
SSB
330
Sandy Spring Bank
Maryland
$543K +$3.56K +27 +0.7%
BNP Paribas Financial Markets
331
BNP Paribas Financial Markets
France
$541K -$131K -992 -19%
QCM
332
Quantinno Capital Management
New York
$540K +$218K +1,653 +67%
GVAG
333
Great Valley Advisor Group
Delaware
$533K -$25.8K -196 -5%
NAM
334
NorthCrest Asset Manangement
Minnesota
$532K -$16.1K -122 -3%
GLLW
335
Graves Light Lenhart Wealth
Virginia
$530K – – –
SC
336
Scotia Capital
Ontario, Canada
$529K – – –
SWA
337
Stratos Wealth Advisors
Ohio
$529K -$439K -3,331 -45%
EW
338
Evoke Wealth
California
$524K +$524K +3,982 New
VIM
339
Vista Investment Management
Pennsylvania
$523K – – –
IRAG
340
Investment Research & Advisory Group
Georgia
$522K – – –
W
341
WPWealth
Texas
$520K – – –
LFAS
342
Level Four Advisory Services
Texas
$517K – – –
WANY
343
Wealthspire Advisors (New York)
New York
$517K -$184K -1,395 -26%
HWA
344
Heartwood Wealth Advisors
Virginia
$515K -$17.3K -131 -3%
SGCA
345
Steel Grove Capital Advisors
Tennessee
$506K +$132K +1,000 +35%
CVA
346
Central Valley Advisors
California
$500K +$3.16K +24 +0.6%
SN
347
Sittner & Nelson
Oregon
$491K – – –
GP
348
Girard Partners
Pennsylvania
$488K -$140K -1,060 -22%
CB
349
Cadence Bank
Mississippi
$487K – – –
BAM
350
BOS Asset Management
Illinois
$484K +$11.1K +84 +2%
12 13
14
15 16