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Vanguard Energy ETF

600 hedge funds and large institutions have $3.11B invested in Vanguard Energy ETF in 2023 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 224 increasing their positions, 165 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
600
Holders Change
+36
Holders Change %
+6.38%
% of All Funds
9.57%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.26%
New
73
Increased
224
Reduced
165
Closed
32
Calls
$48.1M
Puts
$11.2M
Net Calls
+$36.9M
Net Calls Change
+$22.2M
Name Holding Trade Value Shares
Change
Shares
Change %
IWC
351
Integrated Wealth Concepts
Massachusetts
$441K +$35.4K +279 +9%
HI
352
Harbour Investments
Wisconsin
$441K -$4.06K -32 -0.9%
WAP
353
Wealthcare Advisory Partners
Pennsylvania
$435K -$38.8K -306 -8%
DAM
354
Derbend Asset Management
Georgia
$434K +$434K +3,425 New
NRI
355
NFP Retirement Inc
California
$427K +$8.11K +64 +2%
Legacy Financial Group (Iowa)
356
Legacy Financial Group (Iowa)
Iowa
$424K +$424K +3,346 New
CWM
357
Collaborative Wealth Management
Florida
$421K
MCM
358
Manchester Capital Management
Vermont
$418K
CCG
359
Chatham Capital Group
Georgia
$418K
FPAS
360
Focus Partners Advisor Solutions
Missouri
$414K +$64.1K +506 +18%
Bank of Montreal
361
Bank of Montreal
Ontario, Canada
$408K +$6.92K +53 +2%
PIA
362
Panoramic Investment Advisors
Colorado
$403K +$403K +3,181 New
D
363
Dentgroup
Louisiana
$403K -$5.7K -45 -1%
VFP
364
Verus Financial Partners
Virginia
$401K +$2.89K +23 +0.7%
BCM
365
Blume Capital Management
California
$400K -$9.51K -75 -2%
B
366
Bailard
California
$390K -$23.6K -186 -6%
MMPW
367
Mitchell McLeod Pugh & Williams
Alabama
$389K
WF
368
Welch & Forbes
Massachusetts
$384K -$127 -1 -0%
CAC
369
Certified Advisory Corp
Florida
$378K
CAL
370
Capital Analysts LLC
Pennsylvania
$376K -$137K -1,080 -27%
MGIA
371
Moneta Group Investment Advisors
Missouri
$374K +$33.2K +262 +10%
BFA
372
Bragg Financial Advisors
North Carolina
$367K +$10.6K +84 +3%
TSWM
373
Tyler-Stone Wealth Management
Ohio
$367K -$4.7K -37 -1%
GC
374
Garde Capital
Washington
$366K -$63.5K -500 -15%
FTA
375
Financial & Tax Architects
Missouri
$366K +$5.83K +46 +2%