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Vanguard Energy ETF
VDE

Overview Fund Activity

627 hedge funds and large institutions have $3.05B invested in Vanguard Energy ETF in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 226 increasing their positions, 199 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
627
Holders Change
+6
Holders Change %
+0.97%
% of All Funds
9.09%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.28%
New
70
Increased
226
Reduced
199
Closed
57
Calls
$15.3M
Puts
$2.75M
Net Calls
+$12.6M
Net Calls Change
+$1.94M

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$121M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$54.9M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$33.7M
4
PP
Prudential plc
United Kingdom
+$17.5M
5
GG
Greenwood Gearhart
Arkansas
+$13.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$269M
2
UBS Group
UBS Group
Switzerland
-$76.6M
3
Bank of America
Bank of America
North Carolina
-$53.7M
4
MM
Main Management
California
-$15.5M
5
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
STA
451
Summit Trail Advisors
New York
$252K +$132 +1 +0.1%
NW
452
NewEdge Wealth
Pennsylvania
$249K – – –
GA
453
GFS Advisors
Texas
$249K – – –
HWM
454
Howard Wealth Management
Connecticut
$249K -$2.64K -20 -1%
IP
455
Intellectus Partners
California
$247K +$1.19K +9 +0.5%
WP
456
WMS Partners
Maryland
$246K – – –
BWL
457
Bogart Wealth LLC
Virginia
$243K +$15.3K +116 +7%
FFN
458
Focus Financial Network
Minnesota
$240K -$492K -3,766 -67%
BCM
459
Boltwood Capital Management
California
$240K -$3.95K -30 -2%
Nomura Asset Management
460
Nomura Asset Management
Japan
$237K -$593K -4,500 -71%
WC
461
Waterloo Capital
Texas
$235K -$153K -1,163 -39%
FPFS
462
First Personal Financial Services
North Carolina
$234K – – –
SP
463
Sequent Planning
Nebraska
$233K +$233K +1,766 New
BFO
464
Boston Family Office
Massachusetts
$232K +$232K +1,759 New
DWM
465
Drive Wealth Management
Utah
$230K – – –
TPWM
466
Twelve Points Wealth Management
Massachusetts
$230K +$263 +2 +0.1%
PA
467
Pinnacle Associates
New York
$228K -$16.2K -123 -7%
BBHC
468
Brown Brothers Harriman & Co
New York
$228K +$228K +1,733 New
SFC
469
Strategic Financial Concepts
Texas
$228K +$228K +1,728 New
GWA
470
Gibson Wealth Advisors
Texas
$228K +$228K +1,728 New
JWS
471
Juncture Wealth Strategies
Arizona
$227K -$29.8K -226 -12%
GAM
472
Grandview Asset Management
Pennsylvania
$225K +$225K +1,708 New
Financial Engines Advisors
473
Financial Engines Advisors
California
$224K +$224K +1,699 New
PWMAG
474
Pinnacle Wealth Management Advisory Group
New Jersey
$223K -$16.2K -123 -7%
KWA
475
Kingswood Wealth Advisors
California
$222K +$222K +1,687 New
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19
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