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Vanguard Energy ETF
VDE

Overview Fund Activity

622 hedge funds and large institutions have $2.85B invested in Vanguard Energy ETF in 2024 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 196 increasing their positions, 217 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
622
Holders Change
-5
Holders Change %
-0.8%
% of All Funds
9.05%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.23%
New
54
Increased
196
Reduced
217
Closed
50
Calls
$11.5M
Puts
$1.3M
Net Calls
+$10.2M
Net Calls Change
-$2.32M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$126M
2
MHS
M Holdings Securities
Oregon
$7.46M
3
PCH
PGIM Custom Harvest
New Jersey
$36.3M
4
LPL Financial
LPL Financial
California
$69.1M
5
GS
GTS Securities
New York
$5.48M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$180M
2
PP
Prudential plc
United Kingdom
$0
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$0
4
Morgan Stanley
Morgan Stanley
New York
$203M
5
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$160M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
426
SteelPeak Wealth
California
$296K -$57.1K -444 -16%
WAP
427
Wealthcare Advisory Partners
Pennsylvania
$294K -$137K -1,077 -32%
GIA
428
Gladstone Institutional Advisory
Florida
$288K +$288K +2,261 New
Focus Partners Wealth
429
Focus Partners Wealth
Massachusetts
$283K +$283K +2,217 New
Brown Advisory
430
Brown Advisory
Maryland
$282K +$5.1K +40 +2%
WG
431
Welch Group
Alabama
$276K – – –
HA
432
Hanover Advisors
South Carolina
$275K +$4.98K +39 +2%
FCM
433
Firestone Capital Management
Florida
$274K – – –
RWP
434
RWA Wealth Partners
Massachusetts
$274K +$12.8K +100 +5%
CT
435
Coastline Trust
Rhode Island
$268K – – –
LWANC
436
Laurel Wealth Advisors (North Carolina)
North Carolina
$268K – – –
PG
437
Prostatis Group
Maryland
$268K -$165K -1,291 -38%
KA
438
Kovack Advisors
Florida
$267K -$128 -1 -0%
BWM
439
BNC Wealth Management
Oregon
$267K -$266K -2,084 -50%
WCFA
440
Walkner Condon Financial Advisors
Wisconsin
$264K +$255 +2 +0.1%
SF
441
Summit Financial
New Jersey
$263K +$3.21K +25 +1%
TFA
442
Trinity Financial Advisors
Ohio
$263K +$263K +2,044 New
PGF
443
Plan Group Financial
Oklahoma
$261K – – –
OCG
444
Opus Capital Group
Ohio
$261K – – –
CFS
445
CRA Financial Services
New Jersey
$260K +$9.57K +75 +4%
C
446
Covestor
United Kingdom
$257K +$893 +7 +0.3%
NFC
447
Northeast Financial Consultants
Connecticut
$256K – – –
FCA
448
FLC Capital Advisors
California
$255K – – –
RWA
449
Redhawk Wealth Advisors
Minnesota
$254K +$3.19K +25 +1%
VCP
450
Verus Capital Partners
Arizona
$254K +$254K +1,990 New
16 17
18
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