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Vanguard Energy ETF

622 hedge funds and large institutions have $2.85B invested in Vanguard Energy ETF in 2024 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 196 increasing their positions, 217 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
622
Holders Change
-5
Holders Change %
-0.8%
% of All Funds
9.05%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.23%
New
54
Increased
196
Reduced
217
Closed
50
Calls
$11.5M
Puts
$1.3M
Net Calls
+$10.2M
Net Calls Change
-$2.32M
Name Holding Trade Value Shares
Change
Shares
Change %
JCM
451
Jacobi Capital Management
Pennsylvania
$253K
PS
452
Principal Securities
Iowa
$251K -$30.6K -240 -11%
STA
453
Summit Trail Advisors
New York
$246K
NW
454
NewEdge Wealth
Pennsylvania
$246K
GA
455
GFS Advisors
Texas
$241K -$1.78M -1,665 -88%
WP
456
WMS Partners
Maryland
$238K
AQR Capital Management
457
AQR Capital Management
Connecticut
$238K -$19.1K -150 -7%
MHR
458
Matthew Hamilton Rosenberg
$236K +$44.3K +347 +23%
PBF
459
Petix & Botte Financial
California
$235K +$235K +1,844 New
BWL
460
Bogart Wealth LLC
Virginia
$235K
BCM
461
Boltwood Capital Management
California
$231K -$1.28K -10 -0.5%
SIS
462
Strategic Investment Solutions
Illinois
$229K +$229K +1,801 New
IP
463
Intellectus Partners
California
$228K -$12.8K -100 -5%
FPFS
464
First Personal Financial Services
North Carolina
$227K
DWM
465
Drive Wealth Management
Utah
$225K
BFO
466
Boston Family Office
Massachusetts
$224K
VCM
467
Vivaldi Capital Management
Illinois
$224K +$224K +1,754 New
TPWM
468
Twelve Points Wealth Management
Massachusetts
$223K
GAM
469
Grandview Asset Management
Pennsylvania
$222K +$4.33K +34 +2%
ORG
470
Optimist Retirement Group
Washington
$221K +$7.27K +57 +3%
SP
471
Sequent Planning
Nebraska
$220K -$5.23K -41 -2%
CPRC
472
Consolidated Portfolio Review Corp
New York
$216K +$216K +1,696 New
SIA
473
Soltis Investment Advisors
Utah
$214K +$214K +1,681 New
WC
474
Waterloo Capital
Texas
$213K -$14.7K -115 -6%
WBCM
475
Wilson & Boucher Capital Management
California
$210K