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Vanguard Energy ETF
VDE

Overview Fund Activity

627 hedge funds and large institutions have $3.05B invested in Vanguard Energy ETF in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 226 increasing their positions, 199 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
627
Holders Change
+6
Holders Change %
+0.97%
% of All Funds
9.09%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.28%
New
70
Increased
226
Reduced
199
Closed
57
Calls
$15.3M
Puts
$2.75M
Net Calls
+$12.6M
Net Calls Change
+$1.94M

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$121M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$54.9M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$33.7M
4
PP
Prudential plc
United Kingdom
+$17.5M
5
GG
Greenwood Gearhart
Arkansas
+$13.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$269M
2
UBS Group
UBS Group
Switzerland
-$76.6M
3
Bank of America
Bank of America
North Carolina
-$53.7M
4
MM
Main Management
California
-$15.5M
5
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
401
Savant Capital
Illinois
$348K -$191K -1,449 -35%
WA
402
Waverly Advisors
Alabama
$348K +$348K +2,645 New
US Bancorp
403
US Bancorp
Minnesota
$347K -$153K -1,161 -31%
FTA
404
Financial & Tax Architects
Missouri
$344K +$6.32K +48 +2%
Bank of Montreal
405
Bank of Montreal
Ontario, Canada
$343K -$54.8K -416 -14%
TIAA Trust, National Association
406
TIAA Trust, National Association
North Carolina
$342K +$342K +2,600 New
SMC
407
Smith, Moore & Co
Missouri
$341K +$81.7K +620 +31%
WFA
408
WMG Financial Advisors
Tennessee
$340K – – –
ECG
409
Edge Capital Group
Georgia
$338K – – –
CJ
410
Caitlin John
Michigan
$332K +$7.51K +57 +2%
M
411
MYeCFO
California
$330K +$81.7K +620 +33%
National Bank of Canada
412
National Bank of Canada
Quebec, Canada
$326K -$4.45K -34 -1%
FPB
413
First PREMIER Bank
South Dakota
$321K – – –
SVWAG
414
Sound View Wealth Advisors Group
Georgia
$316K -$39.5K -300 -11%
AWA
415
Arkadios Wealth Advisors
Georgia
$311K -$29K -220 -9%
BFA
416
Bragg Financial Advisors
North Carolina
$310K +$3.95K +30 +1%
AWM
417
Apollon Wealth Management
South Carolina
$305K -$82.9K -629 -21%
CAG
418
Crestwood Advisors Group
Massachusetts
$302K +$14.5K +110 +5%
IWC
419
Integrated Wealth Concepts
Massachusetts
$300K -$89.1K -677 -23%
PS
420
Principal Securities
Iowa
$291K -$1.19K -9 -0.4%
WG
421
Welch Group
Alabama
$285K – – –
Brown Advisory
422
Brown Advisory
Maryland
$285K +$3.56K +27 +1%
FCM
423
Firestone Capital Management
Florida
$283K – – –
JAG
424
Journey Advisory Group
Kentucky
$281K – – –
BCA
425
Bay Colony Advisors
Massachusetts
$279K +$790 +6 +0.3%
15 16
17
18 19