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Vanguard Energy ETF

622 hedge funds and large institutions have $2.85B invested in Vanguard Energy ETF in 2024 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 196 increasing their positions, 217 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
622
Holders Change
-5
Holders Change %
-0.8%
% of All Funds
9.05%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.23%
New
54
Increased
196
Reduced
217
Closed
50
Calls
$11.5M
Puts
$1.3M
Net Calls
+$10.2M
Net Calls Change
-$2.32M
Name Holding Trade Value Shares
Change
Shares
Change %
SMC
376
Smith, Moore & Co
Missouri
$401K +$70.3K +551 +21%
IA
377
Insight Advisors
Pennsylvania
$390K -$191K -1,500 -33%
AFP
378
Ausdal Financial Partners
Iowa
$388K -$14K -110 -3%
TPCW
379
TD Private Client Wealth
New York
$387K +$121K +947 +45%
BDF
380
Black Diamond Financial
Maryland
$383K -$220K -1,721 -36%
IWN
381
Independent Wealth Network
Iowa
$382K -$19.4K -152 -5%
HI
382
Harbour Investments
Wisconsin
$376K -$10.5K -82 -3%
MMPW
383
Mitchell McLeod Pugh & Williams
Alabama
$376K -$15.8K -124 -4%
JWCA
384
J.W. Cole Advisors
Florida
$374K -$171K -1,341 -31%
HPC
385
Hobart Private Capital
North Carolina
$372K -$1.41M -11,040 -79%
IA
386
IFP Advisors
Florida
$370K -$87.6K -687 -19%
GC
387
Garde Capital
Washington
$368K
OCPWS
388
One Charles Private Wealth Services
Massachusetts
$368K +$3.83K +30 +1%
Jones Financial Companies
389
Jones Financial Companies
Missouri
$360K +$253K +1,987 +237%
CWM
390
Collaborative Wealth Management
Florida
$360K
BWP
391
BSW Wealth Partners
Colorado
$356K
HNB
392
Huntington National Bank
Ohio
$355K -$417K
IWC
393
Integrated Wealth Concepts
Massachusetts
$353K +$62K +486 +21%
TIAA Trust, National Association
394
TIAA Trust, National Association
North Carolina
$352K +$20.2K +158 +6%
YWM
395
Yoder Wealth Management
California
$351K +$12.1K +95 +4%
BCA
396
Bay Colony Advisors
Massachusetts
$350K +$79.3K +622 +29%
TPI
397
Trust Point Inc
Wisconsin
$348K
CWM
398
Chemistry Wealth Management
New York
$344K
CW
399
CreativeOne Wealth
Kansas
$344K -$72.1K -565 -17%
Bank of Montreal
400
Bank of Montreal
Ontario, Canada
$342K +$6.45K +50 +2%