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Vanguard Energy ETF
VDE

Overview Fund Activity

564 hedge funds and large institutions have $2.29B invested in Vanguard Energy ETF in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 171 increasing their positions, 193 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
564
Holders Change
+1
Holders Change %
+0.18%
% of All Funds
8.89%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
46
Increased
171
Reduced
193
Closed
40
Calls
$18.2M
Puts
$3.56M
Net Calls
+$14.7M
Net Calls Change
+$3.74M

Top Buyers

1
SCM
SCS Capital Management
Massachusetts
$46.1M
2
PL
Polianta Ltd
Jersey
$8.58M
3
AWS
AJ Wealth Strategies
New York
$10.2M
4
MMEA
Main Management ETF Advisors
California
$92.6M
5
UBS Group
UBS Group
Switzerland
$205M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$282M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$120M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$19.3M
4
CI
CX Institutional
Indiana
$3.51M
5
Mariner
Mariner
Kansas
$549K
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
401
Equitable Holdings
New York
$237K +$11.3K +100 +5%
JAG
402
Journey Advisory Group
Kentucky
$235K +$16.9K +150 +8%
M
403
MYeCFO
California
$234K -$11.3K -100 -5%
GA
404
GFS Advisors
Texas
$231K – – –
OCG
405
Opus Capital Group
Ohio
$229K – – –
PFO
406
Pathstone Family Office
New Jersey
$228K +$1.24K +11 +0.5%
NFC
407
Northeast Financial Consultants
Connecticut
$226K – – –
HWM
408
Howard Wealth Management
Connecticut
$226K +$5.19K +46 +2%
BAM
409
Berkshire Asset Management
Pennsylvania
$226K – – –
FCA
410
FLC Capital Advisors
California
$226K – – –
CA
411
Clearstead Advisors
Ohio
$226K +$90.3K +800 +67%
RWA
412
Roberts Wealth Advisors
California
$225K – – –
SF
413
Summit Financial
New Jersey
$223K +$1.14K +10 +0.5%
CFS
414
CRA Financial Services
New Jersey
$222K – – –
WCFA
415
Walkner Condon Financial Advisors
Wisconsin
$221K -$3.39K -30 -2%
STA
416
Summit Trail Advisors
New York
$220K – – –
GSC
417
Grey Street Capital
Illinois
$216K +$216K +1,899 New
BCA
418
Bay Colony Advisors
Massachusetts
$215K +$215K +1,905 New
FFM
419
Forum Financial Management
Illinois
$212K +$226 +2 +0.1%
MFG
420
Merit Financial Group
Georgia
$212K -$130K -1,156 -38%
WP
421
WMS Partners
Maryland
$211K +$211K +1,867 New
PBF
422
Petix & Botte Financial
California
$211K +$211K +1,866 New
IP
423
Intellectus Partners
California
$209K – – –
ACI
424
Alpha Cubed Investments
California
$207K – – –
KA
425
Kovack Advisors
Florida
$207K -$198K -1,754 -49%
15 16
17
18 19