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Vanguard Energy ETF
VDE

Overview Fund Activity

286 hedge funds and large institutions have $685M invested in Vanguard Energy ETF in 2020 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 109 increasing their positions, 71 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
-34
Holders Change %
-10.63%
% of All Funds
6.32%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
73
Increased
109
Reduced
71
Closed
100
Calls
$1.85M
Puts
$4.01M
Net Calls
-$2.17M
Net Calls Change
-$9.83M

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$84.5M
2
AWS
AJ Wealth Strategies
New York
$26.2M
3
AA
ALPS Advisors
Colorado
$20.1M
4
Morgan Stanley
Morgan Stanley
New York
$44.6M
5
HF
HRT Financial
New York
$8.74M

Top Sellers

1
PI
PFS Investments
Georgia
$0
2
RJFSA
Raymond James Financial Services Advisors
Florida
$0
3
Bank of New York Mellon
Bank of New York Mellon
New York
$1.63M
4
COI
Connable Office Inc
Michigan
$0
5
WCP
Welch Capital Partners
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SGCA
26
Steel Grove Capital Advisors
Tennessee
$4.34M +$4.34M +113,500 New
MIS
27
Morningstar Investment Services
Illinois
$4.19M +$2.4M +63,851 +134%
ZIG
28
Zuckerman Investment Group
Illinois
$4.15M +$4.15M +108,450 New
V
29
Veritable
Delaware
$4.08M +$1.79M +46,721 +78%
CWM
30
CMH Wealth Management
New Hampshire
$3.95M +$3.95M +103,332 New
HighTower Advisors
31
HighTower Advisors
Illinois
$3.89M +$3.53M +92,219 +966%
Stifel Financial
32
Stifel Financial
Missouri
$3.85M -$255K -6,685 -6%
FIM
33
Freedom Investment Management
Connecticut
$3.85M +$1.31M +18,082 +52%
NFG
34
Next Financial Group
Texas
$3.64M +$1.83M +47,975 +101%
M&T Bank
35
M&T Bank
New York
$3.61M +$3.61M +94,336 New
DY
36
Dowling & Yahnke
California
$3.5M +$2.23M +58,306 +176%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$3.38M +$370K +9,683 +12%
CCM
38
Cadence Capital Management
Massachusetts
$3.35M +$3.35M +87,753 New
OPS
39
Orion Portfolio Solutions
Nebraska
$3.33M +$364K +9,533 +12%
KIA
40
KCM Investment Advisors
California
$3.3M +$285K +7,469 +9%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$3.28M +$1.89M +49,421 +136%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$2.73M -$1.03M -26,945 -27%
PMAM
43
Penn Mutual Asset Management
Pennsylvania
$2.6M +$2.6M +68,000 New
ECM
44
Evergreen Capital Management
Washington
$2.45M +$1.12M +29,197 +84%
FWM
45
Focused Wealth Management
New York
$2.38M +$353K +9,244 +17%
FSC
46
Full Sail Capital
Oklahoma
$2.31M +$807K +15,748 +54%
SIC
47
Starr International Company
Switzerland
$2.14M – – –
PAG
48
Private Advisor Group
New Jersey
$2.01M -$249K -6,523 -11%
PPW
49
Parcion Private Wealth
Washington
$2M +$2M +52,444 New
NCM
50
Northside Capital Management
Oregon
$1.97M +$1.19M +31,010 +151%
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