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Vanguard Energy ETF
VDE

Overview Fund Activity

600 hedge funds and large institutions have $3.11B invested in Vanguard Energy ETF in 2023 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 224 increasing their positions, 165 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
600
Holders Change
+36
Holders Change %
+6.38%
% of All Funds
9.57%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.26%
New
73
Increased
224
Reduced
165
Closed
32
Calls
$48.1M
Puts
$11.2M
Net Calls
+$36.9M
Net Calls Change
+$22.2M

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$223M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$134M
3
Osaic Holdings
Osaic Holdings
Arizona
$75.4M
4
ETC
Exchange Traded Concepts
Oklahoma
$25.5M
5
MMEA
Main Management ETF Advisors
California
$123M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$89.8M
2
PG
Prostatis Group
Maryland
$315K
3
Bank of America
Bank of America
North Carolina
$302M
4
Citadel Advisors
Citadel Advisors
Florida
$358K
5
ACA
Aptus Capital Advisors
Alabama
$2.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
M
426
MYeCFO
California
$249K -$13.3K -105 -5%
CFS
427
CRA Financial Services
New Jersey
$249K – – –
WCFA
428
Walkner Condon Financial Advisors
Wisconsin
$248K – – –
STA
429
Summit Trail Advisors
New York
$247K +$255 +2 +0.1%
PA
430
Pinnacle Associates
New York
$247K -$29.5K -233 -11%
HWM
431
Howard Wealth Management
Connecticut
$243K -$10.5K -83 -4%
GSC
432
Grey Street Capital
Illinois
$242K – – –
PWMAG
433
Pinnacle Wealth Management Advisory Group
New Jersey
$241K -$29.5K -233 -11%
FFM
434
Forum Financial Management
Illinois
$239K +$253 +2 +0.1%
BOSSRA
435
B.O.S.S. Retirement Advisors
Utah
$239K +$239K +1,882 New
VF
436
VitalStone Financial
Texas
$237K +$237K +2,021 New
WP
437
WMS Partners
Maryland
$237K – – –
PBF
438
Petix & Botte Financial
California
$236K – – –
IP
439
Intellectus Partners
California
$236K +$1.15K +9 +0.5%
C
440
Covestor
United Kingdom
$235K +$54.8K +431 +30%
CIBC Private Wealth Group
441
CIBC Private Wealth Group
Georgia
$231K +$231K +1,823 New
OSAM
442
O'Shaughnessy Asset Management
Connecticut
$231K +$112K +882 +94%
FHC
443
First Heartland Consultants
Missouri
$230K +$230K +1,815 New
BCM
444
Boltwood Capital Management
California
$228K -$127 -1 -0.1%
CAMG
445
CWA Asset Management Group
Florida
$226K +$226K +1,780 New
FPFS
446
First Personal Financial Services
North Carolina
$226K +$19.4K +153 +9%
PWM
447
PRW Wealth Management
Massachusetts
$224K +$224K +1,878 New
DWM
448
Drive Wealth Management
Utah
$223K +$223K +1,750 New
MFG
449
Merit Financial Group
Georgia
$222K -$15.1K -119 -6%
SMC
450
Smith, Moore & Co
Missouri
$222K +$222K +1,748 New
16 17
18
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