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Vanguard Energy ETF
VDE

Overview Fund Activity

595 hedge funds and large institutions have $3.19B invested in Vanguard Energy ETF in 2022 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 208 increasing their positions, 154 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
595
Holders Change
+79
Holders Change %
+15.31%
% of All Funds
9.6%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.37%
New
127
Increased
208
Reduced
154
Closed
34
Calls
$27.6M
Puts
$23.6M
Net Calls
+$3.94M
Net Calls Change
-$4.26M

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$45.6M
2
GWA
Gibson Wealth Advisors
Texas
$19.2M
3
Goldman Sachs
Goldman Sachs
New York
$30.1M
4
UBS Group
UBS Group
Switzerland
$227M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$48.1M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
$310M
2
BFG
Bouchey Financial Group
New York
$351K
3
SI
Stephens Inc
Arkansas
$1M
4
Prudential Financial
Prudential Financial
New Jersey
$1M
5
CCMG
Clark Capital Management Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAG
451
Armstrong Advisory Group
Massachusetts
$216K +$216K +1,777 New
TSS
452
Two Sigma Securities
New York
$214K +$214K +1,762 New
PWM
453
Perigon Wealth Management
California
$213K +$213K +1,757 New
IWC
454
Integrated Wealth Concepts
Massachusetts
$213K +$213K +1,758 New
TPWM
455
Twelve Points Wealth Management
Massachusetts
$212K +$212K +1,745 New
BCM
456
Boltwood Capital Management
California
$206K +$206K +1,700 New
AWM
457
Apollon Wealth Management
South Carolina
$206K +$206K +1,699 New
Carson Wealth (CWM LLC)
458
Carson Wealth (CWM LLC)
Nebraska
$206K -$104K -856 -33%
FPFS
459
First Personal Financial Services
North Carolina
$206K -$18.9K -156 -8%
B
460
Bridgeworth
Alabama
$205K +$205K +1,687 New
KeyBank National Association
461
KeyBank National Association
Ohio
$204K +$204K +1,679 New
WBCM
462
Wilson & Boucher Capital Management
California
$200K +$200K +1,650 New
CAL
463
Capital Analysts LLC
Pennsylvania
$190K -$21.8K -180 -10%
BTI
464
Blue Trust Inc
Georgia
$186K – – –
MFA
465
McClarren Financial Advisors
Pennsylvania
$186K +$53.4K +442 +40%
TF
466
Tompkins Financial
New York
$182K – – –
MHR
467
Matthew Hamilton Rosenberg
$182K – – –
CSB
468
City State Bank
Iowa
$171K – – –
NSIM
469
North Star Investment Management
Illinois
$164K +$3.88K +32 +2%
SIC
470
SJS Investment Consulting
Ohio
$163K – – –
SWM
471
Spire Wealth Management
Virginia
$159K -$74.7K -615 -32%
TCM
472
TD Capital Management
Tennessee
$159K – – –
S
473
SignatureFD
Georgia
$153K +$364 +3 +0.2%
GWANC
474
Guardian Wealth Advisors (North Carolina)
North Carolina
$150K +$150K +1,237 New
FCA
475
FinTrust Capital Advisors
South Carolina
$146K – – –
17 18
19
20 21