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Vanguard Energy ETF
VDE

Overview Fund Activity

563 hedge funds and large institutions have $2.42B invested in Vanguard Energy ETF in 2023 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 179 increasing their positions, 216 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
-32
Holders Change %
-5.38%
% of All Funds
9.01%
Holding in Top 10
12
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-47.83%
% of All Funds
0.19%
New
49
Increased
179
Reduced
216
Closed
60
Calls
$16.3M
Puts
$5.36M
Net Calls
+$10.9M
Net Calls Change
+$7M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$145M
2
SCM
SCS Capital Management
Massachusetts
$34M
3
CI
CX Institutional
Indiana
$15.9M
4
BCI
Brinker Capital Investments
Pennsylvania
$5.8M
5
SS
Simplicity Solutions
Minnesota
$4.94M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$319M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$3.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$32.3M
4
Morgan Stanley
Morgan Stanley
New York
$187M
5
Goldman Sachs
Goldman Sachs
New York
$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
451
Cedar Wealth Management
California
$120K -$8.11K -71 -6%
GWSG
452
GPS Wealth Strategies Group
Colorado
$116K +$116K +1,018 New
TWD
453
True Wealth Design
Ohio
$116K – – –
BCMLT
454
Beacon Capital Management LLC (Tennessee)
Tennessee
$115K +$5.94K +52 +5%
OSAM
455
O'Shaughnessy Asset Management
Connecticut
$108K -$3.2K -28 -3%
SC
456
Schubert & Co
Texas
$105K – – –
S
457
SignatureFD
Georgia
$105K -$39.1K -342 -27%
KTC
458
Kistler-Tiffany Companies
Pennsylvania
$102K +$20.8K +182 +26%
FFA
459
Founders Financial Alliance
North Carolina
$96.9K +$349 +3 +0.4%
ST
460
Sageworth Trust
Pennsylvania
$96.3K +$96.3K +843 New
HGERS
461
Householder Group Estate & Retirement Specialist
Arizona
$95K +$95K +831 New
PG
462
Proffitt & Goodson
Tennessee
$89.2K – – –
EWA
463
EverSource Wealth Advisors
Alabama
$88.8K -$19.5K -171 -18%
WWM
464
Wolff Wiese Magana
California
$88.8K -$11.9K -104 -12%
FWM
465
Focused Wealth Management
New York
$88.5K +$571 +5 +0.6%
CPA
466
Cardiff Park Advisors
California
$84.9K – – –
NF
467
Norwood Financial
Pennsylvania
$78.8K – – –
CIAS
468
Capital Investment Advisory Services
North Carolina
$77K +$114 +1 +0.1%
LFG
469
Larson Financial Group
Missouri
$75K +$228 +2 +0.3%
KSWA
470
Kathleen S. Wright Associates
Pennsylvania
$73.7K – – –
TCOV
471
Trust Company of Vermont
Vermont
$68.5K – – –
BAAM
472
Baker Avenue Asset Management
California
$66.6K -$9.14K -80 -12%
HWA
473
HHM Wealth Advisors
Tennessee
$50.3K – – –
SFCL
474
Strengthening Families & Communities LLC
Massachusetts
$48.9K -$3.06M -26,815 -98%
EI
475
Ellevest Inc
New York
$48.4K – – –
17 18
19
20 21