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Vanguard Energy ETF
VDE

Overview Fund Activity

516 hedge funds and large institutions have $2.24B invested in Vanguard Energy ETF in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 180 increasing their positions, 162 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
516
Holders Change
-30
Holders Change %
-5.49%
% of All Funds
8.92%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.29%
New
40
Increased
180
Reduced
162
Closed
62
Calls
$16M
Puts
$7.78M
Net Calls
+$8.2M
Net Calls Change
-$15.5M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$177M
2
Bank of America
Bank of America
North Carolina
$333M
3
DWP
Destiny Wealth Partners
Florida
$9.98M
4
CCMG
Clark Capital Management Group
Pennsylvania
$7.97M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$8.3M

Top Sellers

1
Bessemer Group
Bessemer Group
New Jersey
$456K
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$3.37M
3
LCAM
London & Capital Asset Management
United Kingdom
$1.02M
4
B
Barings
North Carolina
$0
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$45.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
376
Financial Advocates Investment Management
Washington
$216K +$216K +2,123 New
TCWM
377
Total Clarity Wealth Management
Illinois
$215K +$1.52K +15 +0.7%
C
378
CEDRUS
Colorado
$214K +$214K +2,108 New
LWANC
379
Laurel Wealth Advisors (North Carolina)
North Carolina
$213K – – –
GA
380
GFS Advisors
Texas
$208K -$4.06K -40 -2%
ICG
381
InterOcean Capital Group
Tennessee
$205K -$16.4K -161 -7%
OCG
382
Opus Capital Group
Ohio
$205K +$205K +2,015 New
NFC
383
Northeast Financial Consultants
Connecticut
$204K – – –
VFP
384
Verus Financial Partners
Virginia
$204K +$204K +1,773 New
FFM
385
Forum Financial Management
Illinois
$204K +$204K +2,011 New
BAM
386
Berkshire Asset Management
Pennsylvania
$203K +$203K +2,000 New
FCA
387
FLC Capital Advisors
California
$203K +$203K +2,000 New
WCM
388
Windham Capital Management
Massachusetts
$202K +$202K +1,987 New
SWM
389
Spire Wealth Management
Virginia
$195K -$2.15M -21,257 -92%
FPFS
390
First Personal Financial Services
North Carolina
$188K – – –
EDRH
391
Edmond de Rothschild Holding
Switzerland
$183K -$5.22M -51,309 -97%
BTI
392
Blue Trust Inc
Georgia
$182K +$397 +4 +0.2%
KTC
393
Kistler-Tiffany Companies
Pennsylvania
$179K – – –
CAL
394
Capital Analysts LLC
Pennsylvania
$178K – – –
MW
395
Milestone Wealth
New York
$175K – – –
S
396
Surevest
California
$171K – – –
ACA
397
Aptus Capital Advisors
Alabama
$155K -$105K -1,019 -40%
TF
398
Tompkins Financial
New York
$152K – – –
MHR
399
Matthew Hamilton Rosenberg
$152K – – –
CSB
400
City State Bank
Iowa
$143K – – –
14 15
16
17 18