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Vanguard Energy ETF
VDE

Overview Fund Activity

621 hedge funds and large institutions have $2.89B invested in Vanguard Energy ETF in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 205 increasing their positions, 213 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
+21
Holders Change %
+3.5%
% of All Funds
9.1%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.25%
New
80
Increased
205
Reduced
213
Closed
53
Calls
$13.9M
Puts
$3.25M
Net Calls
+$10.6M
Net Calls Change
-$26.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$252M
2
Bank of America
Bank of America
North Carolina
+$54.8M
3
UBS Group
UBS Group
Switzerland
+$51.7M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$17.4M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$16.5M

Top Sellers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$158M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$90.8M
3
Osaic Holdings
Osaic Holdings
Arizona
-$39.6M
4
MMEA
Main Management ETF Advisors
California
-$34.5M
5
ETC
Exchange Traded Concepts
Oklahoma
-$21.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPAS
401
Focus Partners Advisor Solutions
Missouri
$323K -$60K -512 -16%
TPI
402
Trust Point Inc
Wisconsin
$320K +$320K +2,731 New
IAIM
403
International Assets Investment Management
Florida
$319K +$319K +2,718 New
SVWAG
404
Sound View Wealth Advisors Group
Georgia
$317K +$22.1K +188 +7%
CWM
405
Chemistry Wealth Management
New York
$317K – – –
RWM
406
RBA Wealth Management
California
$312K -$17.6K -150 -5%
YWM
407
Yoder Wealth Management
California
$312K – – –
CL
408
Choreo LLC
Illinois
$306K +$57.6K +491 +23%
AWA
409
Arkadios Wealth Advisors
Georgia
$302K -$2.23K -19 -0.7%
WFA
410
WMG Financial Advisors
Tennessee
$302K -$30.1K -257 -9%
ECG
411
Edge Capital Group
Georgia
$301K – – –
WPC
412
Wedmont Private Capital
Pennsylvania
$301K +$468 +4 +0.2%
BFAG
413
Blackston Financial Advisory Group
Florida
$301K +$100K +853 +50%
FTA
414
Financial & Tax Architects
Missouri
$300K -$38.2K -326 -11%
National Bank of Canada
415
National Bank of Canada
Quebec, Canada
$299K – – –
CIBC Private Wealth Group
416
CIBC Private Wealth Group
Georgia
$297K +$83.5K +712 +39%
CJ
417
Caitlin John
Michigan
$289K +$289K +2,465 New
QCM
418
Quantinno Capital Management
New York
$287K +$7.97K +68 +3%
IA
419
IFP Advisors
Florida
$287K -$1.07M -9,158 -79%
FPB
420
First PREMIER Bank
South Dakota
$285K – – –
BFA
421
Bragg Financial Advisors
North Carolina
$273K -$66.7K -569 -20%
RWP
422
RWA Wealth Partners
Massachusetts
$263K +$1.53K +13 +0.6%
SFS
423
Sharp Financial Services
Pennsylvania
$263K +$263K +2,240 New
JCM
424
Jacobi Capital Management
Pennsylvania
$261K -$4.81K -41 -2%
BWM
425
BNC Wealth Management
Oregon
$261K +$3.64K +31 +1%
15 16
17
18 19