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Vanguard Energy ETF

600 hedge funds and large institutions have $3.11B invested in Vanguard Energy ETF in 2023 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 224 increasing their positions, 165 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
600
Holders Change
+36
Holders Change %
+6.38%
% of All Funds
9.57%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.26%
New
73
Increased
224
Reduced
165
Closed
32
Calls
$48.1M
Puts
$11.2M
Net Calls
+$36.9M
Net Calls Change
+$22.2M
Name Holding Trade Value Shares
Change
Shares
Change %
TPWM
451
Twelve Points Wealth Management
Massachusetts
$221K +$221K +1,745 New
BAM
452
BOS Asset Management
Illinois
$221K +$221K +1,742 New
BWL
453
Bogart Wealth LLC
Virginia
$219K -$10.1K -80 -4%
DAS
454
Dynamic Advisor Solutions
Arizona
$218K +$218K +1,718 New
BFAG
455
Blackston Financial Advisory Group
Florida
$217K -$51.3K -405 -19%
YIH
456
Y-Intercept (HK)
Hong Kong
$216K -$215K -1,698 -50%
BFO
457
Boston Family Office
Massachusetts
$215K +$215K +1,699 New
B
458
Bridgeworth
Alabama
$213K +$213K +1,678 New
EH
459
Equitable Holdings
New York
$212K -$54.5K -430 -20%
FP
460
Fiduciary Planning
Florida
$211K -$521K -4,108 -71%
WBCM
461
Wilson & Boucher Capital Management
California
$209K +$209K +1,650 New
AWE
462
Avidian Wealth Enterprises
Texas
$209K -$1.04M -8,176 -83%
TYCC
463
Texas Yale Capital Corp
Florida
$206K +$206K +1,626 New
ICG
464
InterOcean Capital Group
Tennessee
$206K +$206K +1,626 New
IGWM
465
ICA Group Wealth Management
Colorado
$205K +$9.63K +76 +5%
MFA
466
McClarren Financial Advisors
Pennsylvania
$197K +$1.63K +13 +0.8%
Carson Wealth (CWM LLC)
467
Carson Wealth (CWM LLC)
Nebraska
$194K +$52.7K +416 +37%
MHR
468
Matthew Hamilton Rosenberg
$190K
GWANC
469
Guardian Wealth Advisors (North Carolina)
North Carolina
$190K -$18.1K -142 -9%
TPCW
470
TD Private Client Wealth
New York
$190K -$31.4K -248 -14%
FFA
471
Farther Finance Advisors
California
$187K +$151K +1,190 +412%
HWA
472
HHM Wealth Advisors
Tennessee
$184K +$128K +1,010 +230%
WAM
473
WFA Asset Management
Wisconsin
$180K +$1.52K +12 +0.9%
EWA
474
EverSource Wealth Advisors
Alabama
$178K +$71.6K +565 +67%
BTI
475
Blue Trust Inc
Georgia
$178K -$677 -6 -0.4%