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Vanguard Energy ETF
VDE

Overview Fund Activity

621 hedge funds and large institutions have $2.56B invested in Vanguard Energy ETF in 2024 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 229 increasing their positions, 208 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
8.98%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.14%
New
56
Increased
229
Reduced
208
Closed
49
Calls
$12.3M
Puts
$2.32M
Net Calls
+$10M
Net Calls Change
-$213K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$13.7M
2
SC
Swan Capital
Florida
+$3.67M
3
Bank of America
Bank of America
North Carolina
+$3.35M
4
GB
Gunma Bank
Japan
+$3.18M
5
RB
Richmond Brothers
Michigan
+$3.13M

Top Sellers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$44M
2
MMEA
Main Management ETF Advisors
California
-$43M
3
SFC
Strategic Financial Concepts
Texas
-$27.7M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$25.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$20.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
401
Strait & Sound Wealth Management
California
$293K +$293K +2,394 New
AWA
402
Arkadios Wealth Advisors
Georgia
$293K +$7.1K +58 +2%
PS
403
Principal Securities
Iowa
$289K +$47.6K +389 +20%
B
404
Bailard
California
$288K -$1.35K -11 -0.5%
CAG
405
Crestwood Advisors Group
Massachusetts
$288K +$2.7K +22 +0.9%
HWM
406
Howard Wealth Management
Connecticut
$286K -$2.33K -19 -0.8%
SIA
407
Soltis Investment Advisors
Utah
$285K +$79.6K +650 +39%
ECM
408
Exchange Capital Management
Michigan
$282K +$282K +2,303 New
BCA
409
Bay Colony Advisors
Massachusetts
$277K -$58K -474 -17%
FTA
410
Financial & Tax Architects
Missouri
$277K -$34.4K -281 -11%
PWP
411
Precedent Wealth Partners
Texas
$275K -$52.7K -430 -16%
BFA
412
Bragg Financial Advisors
North Carolina
$275K -$12.1K -99 -4%
CG
413
Caprock Group
Idaho
$269K -$16.2K -131 -6%
ACA
414
Aptus Capital Advisors
Alabama
$269K -$35.8K -292 -12%
WAP
415
Wealthcare Advisory Partners
Pennsylvania
$268K -$14.2K -116 -5%
TCM
416
Triumph Capital Management
Colorado
$267K +$267K +2,160 New
WF
417
Welch & Forbes
Massachusetts
$267K -$61.2K -500 -19%
WG
418
Welch Group
Alabama
$265K – – –
MWM
419
Modern Wealth Management
Kansas
$265K +$265K +2,160 New
FCM
420
Firestone Capital Management
Florida
$263K – – –
BCM
421
Boltwood Capital Management
California
$263K +$41K +335 +19%
IA
422
Insight Advisors
Pennsylvania
$261K -$113K -926 -30%
HA
423
Hanover Advisors
South Carolina
$259K -$4.53K -37 -2%
LWANC
424
Laurel Wealth Advisors (North Carolina)
North Carolina
$257K – – –
HH
425
Hilltop Holdings
Texas
$254K +$254K +2,078 New
15 16
17
18 19