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Vanguard Energy ETF
VDE

Overview Fund Activity

621 hedge funds and large institutions have $2.89B invested in Vanguard Energy ETF in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 205 increasing their positions, 213 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
+21
Holders Change %
+3.5%
% of All Funds
9.1%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.25%
New
80
Increased
205
Reduced
213
Closed
53
Calls
$13.9M
Puts
$3.25M
Net Calls
+$10.6M
Net Calls Change
-$26.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$252M
2
Bank of America
Bank of America
North Carolina
+$54.8M
3
UBS Group
UBS Group
Switzerland
+$51.7M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$17.4M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$16.5M

Top Sellers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$158M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$90.8M
3
Osaic Holdings
Osaic Holdings
Arizona
-$39.6M
4
MMEA
Main Management ETF Advisors
California
-$34.5M
5
ETC
Exchange Traded Concepts
Oklahoma
-$21.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
451
KeyBank National Association
Ohio
$228K +$228K +1,944 New
MFG
452
Merit Financial Group
Georgia
$228K +$22K +188 +11%
NW
453
NewEdge Wealth
Pennsylvania
$226K +$226K +1,931 New
GSC
454
Grey Street Capital
Illinois
$226K +$3.64K +31 +2%
STA
455
Summit Trail Advisors
New York
$225K -$2.46K -21 -1%
HWM
456
Howard Wealth Management
Connecticut
$224K -$1.41K -12 -0.6%
GA
457
GFS Advisors
Texas
$222K -$18.8K -160 -8%
M
458
MYeCFO
California
$221K -$9.38K -80 -4%
FHC
459
First Heartland Consultants
Missouri
$221K +$8.09K +69 +4%
RWA
460
Redhawk Wealth Advisors
Minnesota
$221K -$8.49M -72,406 -97%
WP
461
WMS Partners
Maryland
$219K – – –
IP
462
Intellectus Partners
California
$219K +$2.11K +18 +1%
PBF
463
Petix & Botte Financial
California
$219K – – –
OCPWS
464
One Charles Private Wealth Services
Massachusetts
$218K +$218K +1,863 New
PA
465
Pinnacle Associates
New York
$218K -$10.3K -88 -5%
BCM
466
Boltwood Capital Management
California
$217K +$5.86K +50 +3%
OSAM
467
O'Shaughnessy Asset Management
Connecticut
$213K -$235 -2 -0.1%
PWMAG
468
Pinnacle Wealth Management Advisory Group
New Jersey
$213K -$10.3K -88 -5%
BTI
469
Blue Trust Inc
Georgia
$211K +$11.5K +91 +6%
FCM
470
Fortis Capital Management
Washington
$210K +$210K +1,790 New
SHJ
471
Sharkey, Howes & Javer
Colorado
$210K +$210K +1,788 New
FPFS
472
First Personal Financial Services
North Carolina
$209K – – –
CAMG
473
CWA Asset Management Group
Florida
$208K -$352 -3 -0.2%
GT
474
Glenview Trust
Kentucky
$208K +$208K +1,777 New
DWM
475
Drive Wealth Management
Utah
$205K – – –
17 18
19
20 21