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Vanguard Energy ETF
VDE

Overview Fund Activity

621 hedge funds and large institutions have $2.89B invested in Vanguard Energy ETF in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 205 increasing their positions, 213 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
+21
Holders Change %
+3.5%
% of All Funds
9.1%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.25%
New
80
Increased
205
Reduced
213
Closed
53
Calls
$13.9M
Puts
$3.25M
Net Calls
+$10.6M
Net Calls Change
-$26.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$252M
2
Bank of America
Bank of America
North Carolina
+$54.8M
3
UBS Group
UBS Group
Switzerland
+$51.7M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$17.4M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$16.5M

Top Sellers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$158M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$90.8M
3
Osaic Holdings
Osaic Holdings
Arizona
-$39.6M
4
MMEA
Main Management ETF Advisors
California
-$34.5M
5
ETC
Exchange Traded Concepts
Oklahoma
-$21.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PS
426
Principal Securities
Iowa
$260K +$260K +2,219 New
CAG
427
Crestwood Advisors Group
Massachusetts
$256K -$67.8K -578 -21%
WG
428
Welch Group
Alabama
$254K – – –
FCM
429
Firestone Capital Management
Florida
$252K – – –
HWA
430
HHM Wealth Advisors
Tennessee
$252K +$82.1K +700 +48%
Brown Advisory
431
Brown Advisory
Maryland
$251K – – –
JAG
432
Journey Advisory Group
Kentucky
$250K – – –
BCA
433
Bay Colony Advisors
Massachusetts
$248K -$17.5K -149 -7%
KA
434
Kovack Advisors
Florida
$247K -$198K -1,688 -44%
CT
435
Coastline Trust
Rhode Island
$246K -$30.5K -260 -11%
LWANC
436
Laurel Wealth Advisors (North Carolina)
North Carolina
$246K – – –
PGF
437
Plan Group Financial
Oklahoma
$240K – – –
OCG
438
Opus Capital Group
Ohio
$240K +$939 +8 +0.4%
CIA
439
Compass Ion Advisors
Pennsylvania
$238K +$238K +2,027 New
FIM
440
Freedom Investment Management
Connecticut
$238K -$2.3M -19,588 -91%
EH
441
Equitable Holdings
New York
$237K +$41.7K +356 +21%
AQR Capital Management
442
AQR Capital Management
Connecticut
$236K +$236K +2,014 New
SF
443
Summit Financial
New Jersey
$235K +$3.64K +31 +2%
NFC
444
Northeast Financial Consultants
Connecticut
$235K – – –
CA
445
Clearstead Advisors
Ohio
$235K -$235K -2,000 -50%
FCA
446
FLC Capital Advisors
California
$235K – – –
SMC
447
Smith, Moore & Co
Missouri
$231K +$25.9K +221 +13%
CFS
448
CRA Financial Services
New Jersey
$231K – – –
WCFA
449
Walkner Condon Financial Advisors
Wisconsin
$229K – – –
JWS
450
Juncture Wealth Strategies
Arizona
$229K -$34.1K -291 -13%
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