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Vanguard Energy ETF
VDE

Overview Fund Activity

621 hedge funds and large institutions have $2.56B invested in Vanguard Energy ETF in 2024 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 229 increasing their positions, 208 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
8.98%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.14%
New
56
Increased
229
Reduced
208
Closed
49
Calls
$12.3M
Puts
$2.32M
Net Calls
+$10M
Net Calls Change
-$213K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$209M
2
SC
Swan Capital
Florida
$10.7M
3
Bank of America
Bank of America
North Carolina
$296M
4
GB
Gunma Bank
Japan
$6.25M
5
RB
Richmond Brothers
Michigan
$3.13M

Top Sellers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$110M
2
MMEA
Main Management ETF Advisors
California
$45.2M
3
SFC
Strategic Financial Concepts
Texas
$209K
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$39.7M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$62.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCFA
426
Walkner Condon Financial Advisors
Wisconsin
$253K – – –
WDC
427
Woodward Diversified Capital
California
$253K -$722K -5,893 -74%
BBHC
428
Brown Brothers Harriman & Co
New York
$253K -$40.4K -330 -14%
OCG
429
Opus Capital Group
Ohio
$251K +$489 +4 +0.2%
PGF
430
Plan Group Financial
Oklahoma
$251K – – –
NFC
431
Northeast Financial Consultants
Connecticut
$246K – – –
SVWAG
432
Sound View Wealth Advisors Group
Georgia
$245K -$49K -400 -17%
SW
433
Simplicity Wealth
New Jersey
$245K -$4.02M -32,850 -94%
FCA
434
FLC Capital Advisors
California
$245K – – –
HPM
435
Hoxton Planning & Management
West Virginia
$243K +$243K +1,985 New
SAM
436
SignalPoint Asset Management
Missouri
$242K +$242K +1,988 New
VCP
437
Verus Capital Partners
Arizona
$242K -$1.96K -16 -0.8%
PI
438
PFG Investments
New York
$238K +$238K +1,945 New
Carson Wealth (CWM LLC)
439
Carson Wealth (CWM LLC)
Nebraska
$237K +$157K +1,279 +195%
STA
440
Summit Trail Advisors
New York
$237K +$124 +1 +0.1%
FPB
441
First PREMIER Bank
South Dakota
$235K -$63.2K -515 -21%
NAG
442
Northstar Advisory Group
New Jersey
$235K -$604K -4,933 -72%
TFA
443
Trinity Financial Advisors
Ohio
$232K +$1.69K +15 +0.7%
DT
444
Diversified Trust
Tennessee
$231K +$34.9K +285 +18%
BlackRock
445
BlackRock
New York
$231K +$97K +792 +73%
WP
446
WMS Partners
Maryland
$230K +$1.47K +12 +0.6%
BWM
447
BNC Wealth Management
Oregon
$228K -$27.7K -226 -11%
BWL
448
Bogart Wealth LLC
Virginia
$226K – – –
PBF
449
Petix & Botte Financial
California
$226K – – –
GAM
450
Grandview Asset Management
Pennsylvania
$225K +$11.8K +96 +6%
16 17
18
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