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Vanguard Energy ETF

684 hedge funds and large institutions have $3.88B invested in Vanguard Energy ETF in 2024 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 255 increasing their positions, 186 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
684
Holders Change
+63
Holders Change %
+10.14%
% of All Funds
9.11%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
123
Increased
255
Reduced
186
Closed
49
Calls
$17.2M
Puts
$2.81M
Net Calls
+$14.4M
Net Calls Change
+$4.39M
Name Holding Trade Value Shares
Change
Shares
Change %
FAC
401
Financial Advisory Corporation
Michigan
$365K +$365K +3,012 New
EPM
402
Elm Partners Management
Pennsylvania
$363K +$363K +2,996 New
GPFA
403
Game Plan Financial Advisors
Ohio
$363K +$363K +3,000 New
TCWM
404
Total Clarity Wealth Management
Illinois
$360K -$32K -264 -8%
TW
405
TritonPoint Wealth
Maryland
$357K
MMPW
406
Mitchell McLeod Pugh & Williams
Alabama
$357K
MWM
407
Meridian Wealth Management
Kentucky
$356K +$356K +2,938 New
KA
408
Kovack Advisors
Florida
$353K +$25.4K +209 +8%
FIM
409
Freedom Investment Management
Connecticut
$351K +$351K +2,895 New
GC
410
Garde Capital
Washington
$350K
IA
411
IFP Advisors
Florida
$348K +$18K +148 +5%
Bank of Montreal
412
Bank of Montreal
Ontario, Canada
$348K +$45.4K +374 +15%
BFO
413
Boston Family Office
Massachusetts
$347K +$134K +1,101 +63%
SHFA
414
SC&H Financial Advisors
Maryland
$345K +$121 +1 +0%
CPW
415
Cove Private Wealth
New York
$344K +$344K +2,839 New
FHC
416
First Heartland Consultants
Missouri
$343K +$343K +2,831 New
JWA
417
JFS Wealth Advisors
Pennsylvania
$343K +$191K +1,577 +126%
CL
418
COWA LLC
Oklahoma
$343K -$40.4K -333 -11%
IWN
419
Independent Wealth Network
Iowa
$342K -$16.6K -137 -5%
PIA
420
Panoramic Investment Advisors
Colorado
$342K +$4.73K +39 +1%
SW
421
SteelPeak Wealth
California
$339K -$25.6K -211 -7%
Carson Wealth (CWM LLC)
422
Carson Wealth (CWM LLC)
Nebraska
$339K +$104K +859 +44%
BWP
423
BSW Wealth Partners
Colorado
$338K
LIM
424
Leavell Investment Management
Alabama
$338K -$170K -1,405 -34%
RWM
425
RBA Wealth Management
California
$338K +$26.6K +219 +9%