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Vanguard Energy ETF

477 hedge funds and large institutions have $2.12B invested in Vanguard Energy ETF in 2021 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 171 increasing their positions, 103 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
477
Holders Change
+70
Holders Change %
+17.2%
% of All Funds
7.37%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.22%
New
117
Increased
171
Reduced
103
Closed
40
Calls
$23.4M
Puts
$6.31M
Net Calls
+$17.1M
Net Calls Change
+$4.52M
Name Holding Trade Value Shares
Change
Shares
Change %
TFP
26
TrueWealth Financial Partners
Washington
$10.9M +$10.9M +141,004 New
ECM
27
Evergreen Capital Management
Washington
$10.5M +$358K +4,619 +4%
WAM
28
WFA Asset Management
Wisconsin
$9.36M +$9.36M +120,577 New
NFG
29
Next Financial Group
Texas
$8.95M +$3.16M +40,779 +55%
ZIG
30
Zuckerman Investment Group
Illinois
$8.77M +$192K +2,470 +2%
CCM
31
Consolidated Capital Management
California
$8.61M -$49K -631 -0.6%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$8.6M +$4.52M +58,213 +111%
BCP
33
Berkeley Capital Partners
Georgia
$8.41M -$476K -6,131 -5%
AI
34
Atria Investments
North Carolina
$8.11M -$1.07M -13,729 -12%
EC
35
Estate Counselors
Wisconsin
$8.01M -$28.7K -370 -0.4%
HighTower Advisors
36
HighTower Advisors
Illinois
$7.89M +$634K +8,176 +9%
KMWM
37
Keudell/Morrison Wealth Management
Oregon
$7.53M -$6.55M -84,441 -47%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$7.45M +$1.14M +14,736 +18%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$7.31M +$781K +10,064 +12%
Citadel Advisors
40
Citadel Advisors
Florida
$6.91M +$3.41M +43,948 +98%
DADC
41
D.A. Davidson & Co
Montana
$6.81M +$255K +3,287 +4%
CWM
42
CMH Wealth Management
New Hampshire
$6.75M +$67.5K +870 +1%
MA
43
Montag & Associates
Georgia
$6.57M +$248K +3,201 +4%
RH
44
RFG Holdings
Texas
$6.36M +$40.9K +527 +0.6%
PAG
45
Private Advisor Group
New Jersey
$6.34M -$3.18M -40,906 -33%
Prudential Financial
46
Prudential Financial
New Jersey
$6.27M +$3.98M +50,597 +174%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$6.25M +$108K +1,390 +2%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$6.13M -$747K -9,621 -11%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$6.04M -$7.51M -96,709 -55%
RMC
50
Regis Management Company
California
$5.93M -$156K -2,014 -3%