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Vanguard Energy ETF
VDE

Overview Fund Activity

621 hedge funds and large institutions have $2.89B invested in Vanguard Energy ETF in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 205 increasing their positions, 213 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
+21
Holders Change %
+3.5%
% of All Funds
9.1%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.25%
New
80
Increased
205
Reduced
213
Closed
53
Calls
$13.9M
Puts
$3.25M
Net Calls
+$10.6M
Net Calls Change
-$26.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$252M
2
Bank of America
Bank of America
North Carolina
+$54.8M
3
UBS Group
UBS Group
Switzerland
+$51.7M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$17.4M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$16.5M

Top Sellers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$158M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$90.8M
3
Osaic Holdings
Osaic Holdings
Arizona
-$39.6M
4
MMEA
Main Management ETF Advisors
California
-$34.5M
5
ETC
Exchange Traded Concepts
Oklahoma
-$21.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
DT
376
Diversified Trust
Tennessee
$378K +$96.9K +826 +34%
CWM
377
Collaborative Wealth Management
Florida
$371K -$18.3K -156 -5%
BCM
378
Blume Capital Management
California
$371K – – –
IWN
379
Independent Wealth Network
Iowa
$368K -$113K -967 -24%
SOS
380
Silver Oak Securities
Tennessee
$365K -$181K -1,546 -33%
Bank of Montreal
381
Bank of Montreal
Ontario, Canada
$362K -$12.1K -101 -3%
MMPW
382
Mitchell McLeod Pugh & Williams
Alabama
$360K – – –
WF
383
Welch & Forbes
Massachusetts
$355K – – –
HI
384
Harbour Investments
Wisconsin
$352K -$56.1K -478 -14%
BCP
385
Blue Chip Partners
Michigan
$351K +$351K +2,995 New
CAC
386
Certified Advisory Corp
Florida
$350K – – –
LIM
387
Leavell Investment Management
Alabama
$349K -$199K -1,700 -36%
IWC
388
Integrated Wealth Concepts
Massachusetts
$347K -$61.8K -527 -15%
TSWM
389
Tyler-Stone Wealth Management
Ohio
$346K +$6.92K +59 +2%
WC
390
Waterloo Capital
Texas
$346K +$47.3K +403 +16%
AWM
391
Apollon Wealth Management
South Carolina
$345K -$153K -1,308 -31%
TSS
392
Two Sigma Securities
New York
$342K -$495K -4,224 -59%
GC
393
Garde Capital
Washington
$338K – – –
SGCA
394
Steel Grove Capital Advisors
Tennessee
$333K -$1.33M -11,375 -80%
CW
395
CreativeOne Wealth
Kansas
$332K -$4.46K -38 -1%
PIA
396
Panoramic Investment Advisors
Colorado
$330K -$42.8K -365 -11%
PWP
397
Precedent Wealth Partners
Texas
$329K +$329K +2,803 New
DI
398
Disciplined Investments
Oklahoma
$329K +$4.93K +42 +2%
BWP
399
BSW Wealth Partners
Colorado
$327K – – –
AWA
400
Arete Wealth Advisors
Illinois
$327K +$327K +2,784 New
14 15
16
17 18