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Vanguard Energy ETF
VDE

Overview Fund Activity

423 hedge funds and large institutions have $1.85B invested in Vanguard Energy ETF in 2021 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 152 increasing their positions, 124 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
423
Holders Change
+29
Holders Change %
+7.36%
% of All Funds
7.38%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.24%
New
61
Increased
152
Reduced
124
Closed
24
Calls
$18.6M
Puts
$6.26M
Net Calls
+$12.3M
Net Calls Change
+$3.31M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$63.1M
2
Bank of America
Bank of America
North Carolina
$145M
3
PL
Polianta Ltd
Jersey
$13.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$85.6M
5
UBS Group
UBS Group
Switzerland
$73.1M

Top Sellers

1
AIC
Ameritas Investment Company
Nebraska
$52M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$68.6M
3
FP
Financial Perspectives
Minnesota
$508K
4
Morgan Stanley
Morgan Stanley
New York
$97M
5
CCM
Consolidated Capital Management
California
$8.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
JHCP
401
Jackson Hole Capital Partners
Oklahoma
$9K – – –
BAM
402
Baldrige Asset Management
Pennsylvania
$9K +$9K +116 New
PP
403
PrairieView Partners
Minnesota
$8K -$141K -1,833 -95%
ME
404
McIlrath & Eck
Washington
$8K – – –
WAS
405
Winch Advisory Services
Wisconsin
$8K +$8K +107 New
PWMG
406
Prestige Wealth Management Group
New Jersey
$6K – – –
MA
407
MCF Advisors
Kentucky
$6K +$2.53K +35 +73%
KFI
408
Key Financial Inc
Pennsylvania
$5K – – –
FM
409
Family Management
New York
$5K +$5K +65 New
APWA
410
Atlas Private Wealth Advisors
New Jersey
$4K -$16.7K -221 -81%
LF
411
Lee Financial
Texas
$4K – – –
TF
412
TimeScale Financial
Massachusetts
$4K – – –
CDIA
413
Capital Directions Investment Advisors
Georgia
$4K +$4K +50 New
ADL
414
Asset Dedication LLC
California
$4K +$4K +53 New
JIR
415
James Investment Research
Ohio
$2K – – –
HIA
416
Harbor Investment Advisory
Maryland
$2K – – –
AWM
417
Avior Wealth Management
Nebraska
$2K – – –
PP
418
Pacifica Partners
Canada
$2K – – –
Jones Financial Companies
419
Jones Financial Companies
Missouri
$2K +$2K +32 New
FIG
420
FundX Investment Group
California
$1.56K +$1.32K +32,594 +551%
CWA
421
Carolina Wealth Advisors
South Carolina
$1K -$5.6K -56 -85%
BWA
422
BDO Wealth Advisors
Florida
$1K -$2.73K -41 -73%
RCS
423
Retirement Capital Strategies
California
– -$8.35M -122,768 Closed
WA
424
WP Advisors
California
– -$2.86M -42,057 Closed
EH
425
Equitable Holdings
New York
– -$1.02M -14,918 Closed
14 15 16
17
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