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Vanguard Energy ETF
VDE

Overview Fund Activity

627 hedge funds and large institutions have $3.05B invested in Vanguard Energy ETF in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 226 increasing their positions, 199 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
627
Holders Change
+6
Holders Change %
+0.97%
% of All Funds
9.09%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.28%
New
70
Increased
226
Reduced
199
Closed
57
Calls
$15.3M
Puts
$2.75M
Net Calls
+$12.6M
Net Calls Change
+$1.94M

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$121M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$54.9M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$33.7M
4
PP
Prudential plc
United Kingdom
+$17.5M
5
GG
Greenwood Gearhart
Arkansas
+$13.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$269M
2
UBS Group
UBS Group
Switzerland
-$76.6M
3
Bank of America
Bank of America
North Carolina
-$53.7M
4
MM
Main Management
California
-$15.5M
5
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIC
426
Hartline Investment Corp
Illinois
$279K +$279K +2,118 New
HA
427
Hanover Advisors
South Carolina
$278K +$278K +2,114 New
CT
428
Coastline Trust
Rhode Island
$277K – – –
LWANC
429
Laurel Wealth Advisors (North Carolina)
North Carolina
$277K – – –
KA
430
Kovack Advisors
Florida
$276K -$2.11K -16 -0.8%
TPCW
431
TD Private Client Wealth
New York
$274K +$66.5K +505 +32%
WCFA
432
Walkner Condon Financial Advisors
Wisconsin
$272K +$14.8K +112 +6%
FIM
433
Freedom Investment Management
Connecticut
$271K +$4.48K +34 +2%
OCG
434
Opus Capital Group
Ohio
$270K +$527 +4 +0.2%
PGF
435
Plan Group Financial
Oklahoma
$270K – – –
RWP
436
RWA Wealth Partners
Massachusetts
$270K -$25.5K -194 -9%
SF
437
Summit Financial
New Jersey
$266K +$1.98K +15 +0.7%
AQR Capital Management
438
AQR Capital Management
Connecticut
$265K – – –
NFC
439
Northeast Financial Consultants
Connecticut
$264K – – –
C
440
Covestor
United Kingdom
$264K +$41.2K +313 +18%
FCA
441
FLC Capital Advisors
California
$263K – – –
CA
442
Clearstead Advisors
Ohio
$261K – – –
JCM
443
Jacobi Capital Management
Pennsylvania
$261K -$32K -243 -11%
RWA
444
Redhawk Wealth Advisors
Minnesota
$259K +$11.5K +87 +5%
CFS
445
CRA Financial Services
New Jersey
$259K – – –
ES
446
Eagle Strategies
New York
$259K +$259K +1,964 New
NYLIM
447
New York Life Investment Management
New York
$258K +$258K +1,961 New
RPGK
448
Retirement Planning Group (Kansas)
Kansas
$258K +$32.1K +244 +14%
HWA
449
HHM Wealth Advisors
Tennessee
$257K -$25.7K -195 -9%
GSC
450
Grey Street Capital
Illinois
$256K +$1.84K +14 +0.7%
16 17
18
19 20