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Vanguard Energy ETF
VDE

Overview Fund Activity

563 hedge funds and large institutions have $2.42B invested in Vanguard Energy ETF in 2023 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 179 increasing their positions, 216 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
-32
Holders Change %
-5.38%
% of All Funds
9.01%
Holding in Top 10
12
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-47.83%
% of All Funds
0.19%
New
49
Increased
179
Reduced
216
Closed
60
Calls
$16.3M
Puts
$5.36M
Net Calls
+$10.9M
Net Calls Change
+$7M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$38.1M
2
SCM
SCS Capital Management
Massachusetts
+$33.6M
3
CI
CX Institutional
Indiana
+$15M
4
BCI
Brinker Capital Investments
Pennsylvania
+$5.8M
5
SS
Simplicity Solutions
Minnesota
+$4.94M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$63.7M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$39.8M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$22.6M
4
Morgan Stanley
Morgan Stanley
New York
-$15M
5
Goldman Sachs
Goldman Sachs
New York
-$14.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
351
Financial Advocates Investment Management
Washington
$343K -$21.6K -189 -6%
CAC
352
Certified Advisory Corp
Florida
$341K – – –
WFA
353
WMG Financial Advisors
Tennessee
$340K -$5.26K -46 -2%
MGIA
354
Moneta Group Investment Advisors
Missouri
$339K -$5.25K -46 -2%
MHS
355
M Holdings Securities
Oregon
$339K -$121K -1,055 -26%
RWM
356
RBA Wealth Management
California
$335K +$10.6K +93 +3%
SWM
357
Spire Wealth Management
Virginia
$333K +$183K +1,606 +123%
D
358
Dentgroup
Louisiana
$331K +$8.23K +72 +3%
Brown Advisory
359
Brown Advisory
Maryland
$329K -$80.5K -705 -20%
CWM
360
Cornerstone Wealth Management
Missouri
$326K +$326K +2,851 New
BFA
361
Bragg Financial Advisors
North Carolina
$321K +$14.1K +123 +5%
BWP
362
BSW Wealth Partners
Colorado
$319K – – –
DI
363
Disciplined Investments
Oklahoma
$313K +$2.63K +23 +0.8%
CWM
364
Chemistry Wealth Management
New York
$308K -$1.14K -10 -0.4%
YWM
365
Yoder Wealth Management
California
$308K +$308K +2,696 New
FPAS
366
Focus Partners Advisor Solutions
Missouri
$306K +$306K +2,681 New
CAL
367
Capital Analysts LLC
Pennsylvania
$305K +$126K +1,100 +70%
LWM
368
Laidlaw Wealth Management
New York
$303K -$80.4K -704 -21%
WPC
369
Wedmont Private Capital
Pennsylvania
$300K +$28.2K +239 +10%
AWA
370
Arkadios Wealth Advisors
Georgia
$299K +$7.65K +67 +3%
ECG
371
Edge Capital Group
Georgia
$294K +$294K +2,570 New
RCA
372
Resonant Capital Advisors
Wisconsin
$291K +$21K +184 +8%
AWA
373
Arete Wealth Advisors
Illinois
$290K -$2.52K -22 -0.9%
JWS
374
Juncture Wealth Strategies
Arizona
$288K -$35.6K -312 -11%
PG
375
Prostatis Group
Maryland
$287K +$13.4K +117 +5%
13 14
15
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