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Vanguard Energy ETF

563 hedge funds and large institutions have $2.42B invested in Vanguard Energy ETF in 2023 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 179 increasing their positions, 216 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
-32
Holders Change %
-5.38%
% of All Funds
9.01%
Holding in Top 10
12
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-47.83%
% of All Funds
0.19%
New
49
Increased
179
Reduced
216
Closed
60
Calls
$16.3M
Puts
$5.36M
Net Calls
+$10.9M
Net Calls Change
+$7M
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
401
Berkshire Asset Management
Pennsylvania
$228K +$228K +2,000 New
EH
402
Equitable Holdings
New York
$228K +$228K +1,999 New
WCFA
403
Walkner Condon Financial Advisors
Wisconsin
$227K -$22.8K -200 -9%
WAM
404
WFA Asset Management
Wisconsin
$226K +$1.94K +17 +0.9%
CFS
405
CRA Financial Services
New Jersey
$225K
FHC
406
First Heartland Consultants
Missouri
$224K -$29.3K -256 -12%
HWM
407
Howard Wealth Management
Connecticut
$223K +$223K +1,956 New
SF
408
Summit Financial
New Jersey
$223K +$3.66K +32 +2%
STA
409
Summit Trail Advisors
New York
$221K +$228 +2 +0.1%
JAG
410
Journey Advisory Group
Kentucky
$221K
PA
411
Pinnacle Associates
New York
$220K -$47.7K -418 -18%
CFO
412
Collective Family Office
Pennsylvania
$219K -$343K -3,000 -61%
PWMAG
413
Pinnacle Wealth Management Advisory Group
New Jersey
$215K -$47.7K -418 -18%
FFM
414
Forum Financial Management
Illinois
$215K -$457 -4 -0.2%
TC
415
TownSquare Capital
Utah
$214K -$9.25K -81 -4%
IP
416
Intellectus Partners
California
$210K -$10.3K -90 -5%
ACI
417
Alpha Cubed Investments
California
$210K
CWMU
418
Caliber Wealth Management (Utah)
Utah
$209K -$1.92M -16,807 -90%
BCM
419
Boltwood Capital Management
California
$208K +$14.3K +125 +7%
BFAG
420
Blackston Financial Advisory Group
Florida
$208K +$208K +1,823 New
PAMG
421
Patton Albertson Miller Group
Tennessee
$206K -$5.14K -45 -2%
LB
422
Leo Brokerage
Texas
$205K +$205K +1,797 New
VFP
423
Verus Financial Partners
Virginia
$201K -$57.1K -532 -22%
CAMG
424
CWA Asset Management Group
Florida
$200K +$200K +1,751 New
BWL
425
Bogart Wealth LLC
Virginia
$197K -$107K -933 -35%