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Vanguard Energy ETF
VDE

Overview Fund Activity

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

Top Buyers

1
SCM
SCS Capital Management
Massachusetts
$46.1M
2
PL
Polianta Ltd
Jersey
$8.58M
3
AWS
AJ Wealth Strategies
New York
$10.2M
4
MMEA
Main Management ETF Advisors
California
$92.6M
5
UBS Group
UBS Group
Switzerland
$205M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$282M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$120M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$19.3M
4
CI
CX Institutional
Indiana
$3.51M
5
Mariner
Mariner
Kansas
$549K
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
351
RBA Wealth Management
California
$336K +$4.18K +37 +1%
TSWM
352
Tyler-Stone Wealth Management
Ohio
$331K +$331K +2,929 New
SIS
353
Strategic Investment Solutions
Illinois
$323K -$222K -2,069 -41%
AWA
354
Arete Wealth Advisors
Illinois
$321K +$34.1K +302 +12%
FTA
355
Financial & Tax Architects
Missouri
$321K -$1.53M -13,548 -83%
WFA
356
WMG Financial Advisors
Tennessee
$320K -$16K -142 -5%
BFG
357
Bouchey Financial Group
New York
$320K +$69K +611 +27%
SWM
358
Spire Wealth Management
Virginia
$318K -$11.3K -100 -3%
BFA
359
Bragg Financial Advisors
North Carolina
$317K – – –
BWP
360
BSW Wealth Partners
Colorado
$315K – – –
FPAS
361
Focus Partners Advisor Solutions
Missouri
$312K +$9.03K +80 +3%
DI
362
Disciplined Investments
Oklahoma
$309K – – –
CWM
363
Chemistry Wealth Management
New York
$305K – – –
LWM
364
Laidlaw Wealth Management
New York
$304K +$3.95K +35 +1%
MGIA
365
Moneta Group Investment Advisors
Missouri
$303K -$32.1K -284 -10%
YWM
366
Yoder Wealth Management
California
$300K -$4.18K -37 -1%
ECG
367
Edge Capital Group
Georgia
$290K – – –
WPC
368
Wedmont Private Capital
Pennsylvania
$289K +$454 +4 +0.2%
AWA
369
Arkadios Wealth Advisors
Georgia
$287K -$8.13K -72 -3%
SVWAG
370
Sound View Wealth Advisors Group
Georgia
$284K -$277K -2,450 -49%
JCM
371
Jacobi Capital Management
Pennsylvania
$283K – – –
WEG
372
World Equity Group
Illinois
$283K +$283K +2,508 New
National Bank of Canada
373
National Bank of Canada
Quebec, Canada
$283K – – –
RCA
374
Resonant Capital Advisors
Wisconsin
$278K -$11.8K -104 -4%
TCWM
375
Total Clarity Wealth Management
Illinois
$278K -$64.2K -569 -19%
13 14
15
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