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Vanguard Energy ETF
VDE

Overview Fund Activity

627 hedge funds and large institutions have $3.05B invested in Vanguard Energy ETF in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 226 increasing their positions, 199 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
627
Holders Change
+6
Holders Change %
+0.97%
% of All Funds
9.09%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.28%
New
70
Increased
226
Reduced
199
Closed
57
Calls
$15.3M
Puts
$2.75M
Net Calls
+$12.6M
Net Calls Change
+$1.94M

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$121M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$54.9M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$33.7M
4
PP
Prudential plc
United Kingdom
+$17.5M
5
GG
Greenwood Gearhart
Arkansas
+$13.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$269M
2
UBS Group
UBS Group
Switzerland
-$76.6M
3
Bank of America
Bank of America
North Carolina
-$53.7M
4
MM
Main Management
California
-$15.5M
5
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFP
376
Ausdal Financial Partners
Iowa
$415K -$129K -978 -24%
IWN
377
Independent Wealth Network
Iowa
$414K +$1.45K +11 +0.4%
MMPW
378
Mitchell McLeod Pugh & Williams
Alabama
$404K – – –
HI
379
Harbour Investments
Wisconsin
$399K +$3.56K +27 +0.9%
CAC
380
Certified Advisory Corp
Florida
$393K – – –
LIM
381
Leavell Investment Management
Alabama
$392K – – –
TSWM
382
Tyler-Stone Wealth Management
Ohio
$391K +$2.37K +18 +0.6%
CSPIA
383
Cary Street Partners Investment Advisory
Virginia
$388K -$10.5M -79,960 -96%
TF
384
Trek Financial
Arizona
$385K +$385K +2,921 New
GC
385
Garde Capital
Washington
$379K – – –
OCPWS
386
One Charles Private Wealth Services
Massachusetts
$375K +$130K +988 +53%
PIA
387
Panoramic Investment Advisors
Colorado
$374K +$2.77K +21 +0.7%
DI
388
Disciplined Investments
Oklahoma
$373K +$3.56K +27 +1%
CWM
389
Collaborative Wealth Management
Florida
$372K -$45K -342 -11%
BWP
390
BSW Wealth Partners
Colorado
$367K – – –
SW
391
SteelPeak Wealth
California
$361K -$96.7K -734 -21%
CL
392
Choreo LLC
Illinois
$361K +$16.9K +128 +5%
PWP
393
Precedent Wealth Partners
Texas
$361K -$8.56K -65 -2%
IAIM
394
International Assets Investment Management
Florida
$360K -$133 -1 -0%
TPI
395
Trust Point Inc
Wisconsin
$360K – – –
CWM
396
Chemistry Wealth Management
New York
$355K – – –
RWM
397
RBA Wealth Management
California
$355K +$4.61K +35 +1%
WF
398
Welch & Forbes
Massachusetts
$353K -$46K -349 -12%
WPC
399
Wedmont Private Capital
Pennsylvania
$350K +$543 +4 +0.2%
YWM
400
Yoder Wealth Management
California
$350K – – –
14 15
16
17 18