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Vanguard Energy ETF

600 hedge funds and large institutions have $3.11B invested in Vanguard Energy ETF in 2023 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 224 increasing their positions, 165 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
600
Holders Change
+36
Holders Change %
+6.38%
% of All Funds
9.57%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.26%
New
73
Increased
224
Reduced
165
Closed
32
Calls
$48.1M
Puts
$11.2M
Net Calls
+$36.9M
Net Calls Change
+$22.2M
Name Holding Trade Value Shares
Change
Shares
Change %
JCM
401
Jacobi Capital Management
Pennsylvania
$287K -$31K -245 -10%
BCA
402
Bay Colony Advisors
Massachusetts
$287K +$45.1K +356 +19%
WAM
403
WNY Asset Management
New York
$287K +$380 +3 +0.1%
JWS
404
Juncture Wealth Strategies
Arizona
$284K -$14.6K -115 -5%
NS
405
NBC Securities
Alabama
$283K +$283K +2,235 New
MG
406
Mather Group
Illinois
$283K +$283K +2,232 New
RWP
407
RWA Wealth Partners
Massachusetts
$283K +$1.01K +8 +0.4%
BWM
408
BNC Wealth Management
Oregon
$278K
PAS
409
Park Avenue Securities
New York
$275K +$275K +2,173 New
WG
410
Welch Group
Alabama
$275K +$3.3K +26 +1%
FCM
411
Firestone Capital Management
Florida
$272K
Brown Advisory
412
Brown Advisory
Maryland
$271K
US Bancorp
413
US Bancorp
Minnesota
$271K +$249K +1,961 +1,114%
CL
414
Choreo LLC
Illinois
$271K -$8.04K -63 -3%
JAG
415
Journey Advisory Group
Kentucky
$270K +$6.34K +50 +2%
LWANC
416
Laurel Wealth Advisors (North Carolina)
North Carolina
$266K
MAP
417
Milestone Advisory Partners
North Carolina
$262K +$262K +2,071 New
GA
418
GFS Advisors
Texas
$260K
PGF
419
Plan Group Financial
Oklahoma
$260K
OCG
420
Opus Capital Group
Ohio
$258K +$634 +5 +0.2%
NFC
421
Northeast Financial Consultants
Connecticut
$254K
BAM
422
Berkshire Asset Management
Pennsylvania
$253K
FCA
423
FLC Capital Advisors
California
$253K
SF
424
Summit Financial
New Jersey
$252K +$2.17K +17 +0.9%
RWA
425
Roberts Wealth Advisors
California
$251K