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Vanguard Energy ETF

564 hedge funds and large institutions have $2.29B invested in Vanguard Energy ETF in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 171 increasing their positions, 193 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
564
Holders Change
+1
Holders Change %
+0.18%
% of All Funds
8.89%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
46
Increased
171
Reduced
193
Closed
40
Calls
$18.2M
Puts
$3.56M
Net Calls
+$14.7M
Net Calls Change
+$3.74M
Name Holding Trade Value Shares
Change
Shares
Change %
BWL
426
Bogart Wealth LLC
Virginia
$204K +$9.03K +80 +5%
KWA
427
Kingswood Wealth Advisors
California
$204K +$204K +1,803 New
BCM
428
Boltwood Capital Management
California
$203K -$2.71K -24 -1%
TPCW
429
TD Private Client Wealth
New York
$197K +$17.5K +155 +10%
GRP
430
Global Retirement Partners
California
$192K -$4.29K -38 -2%
GWANC
431
Guardian Wealth Advisors (North Carolina)
North Carolina
$185K +$54.2K +477 +41%
FPFS
432
First Personal Financial Services
North Carolina
$184K
BTI
433
Blue Trust Inc
Georgia
$181K -$3.09K -27 -2%
MFA
434
McClarren Financial Advisors
Pennsylvania
$175K +$225 +2 +0.1%
IGWM
435
ICA Group Wealth Management
Colorado
$174K +$29.9K +265 +21%
TF
436
Tompkins Financial
New York
$169K
MHR
437
Matthew Hamilton Rosenberg
$169K
C
438
Covestor
United Kingdom
$160K +$39.2K +347 +32%
WAM
439
WFA Asset Management
Wisconsin
$159K -$64.1K -568 -29%
NSIM
440
North Star Investment Management
Illinois
$154K
CSB
441
City State Bank
Iowa
$153K
AAG
442
Armstrong Advisory Group
Massachusetts
$150K +$25.2K +223 +20%
TCM
443
TD Capital Management
Tennessee
$148K
FCA
444
FinTrust Capital Advisors
South Carolina
$146K
SIC
445
SJS Investment Consulting
Ohio
$146K
CCA
446
Column Capital Advisors
Indiana
$139K
CAS
447
Coppell Advisory Solutions
Texas
$135K +$135K +1,200 New
CTC
448
Central Trust Company
Missouri
$132K
IRC
449
Investors Research Corp
Georgia
$129K
RBC
450
Roble Belko & Company
Pennsylvania
$127K