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Vanguard Energy ETF
VDE

Overview Fund Activity

563 hedge funds and large institutions have $2.42B invested in Vanguard Energy ETF in 2023 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 179 increasing their positions, 216 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
-32
Holders Change %
-5.38%
% of All Funds
9.01%
Holding in Top 10
12
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-47.83%
% of All Funds
0.19%
New
49
Increased
179
Reduced
216
Closed
60
Calls
$16.3M
Puts
$5.36M
Net Calls
+$10.9M
Net Calls Change
+$7M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$145M
2
SCM
SCS Capital Management
Massachusetts
$34M
3
CI
CX Institutional
Indiana
$15.9M
4
BCI
Brinker Capital Investments
Pennsylvania
$5.8M
5
SS
Simplicity Solutions
Minnesota
$4.94M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$319M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$3.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$32.3M
4
Morgan Stanley
Morgan Stanley
New York
$187M
5
Goldman Sachs
Goldman Sachs
New York
$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZIG
26
Zuckerman Investment Group
Illinois
$13.5M +$99.5K +871 +0.7%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$13.4M +$391K +3,421 +3%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$13.2M -$4.89M -42,799 -27%
CAN
29
Cetera Advisor Networks
California
$12.5M -$447K -3,913 -3%
HighTower Advisors
30
HighTower Advisors
Illinois
$12.3M +$344K +3,012 +3%
RH
31
RFG Holdings
Texas
$12.2M -$63.9K -559 -0.5%
Mariner
32
Mariner
Kansas
$12.1M -$106K -926 -0.9%
PCH
33
PGIM Custom Harvest
New Jersey
$12.1M -$353K -3,089 -3%
CSPIA
34
Cary Street Partners Investment Advisory
Virginia
$9.87M -$101K -886 -1%
JPMPWA
35
J.P. Morgan Private Wealth Advisors
California
$9.35M +$1.07M +9,382 +13%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$9.35M -$748K -6,550 -7%
BL
37
BFSG LLC
California
$9.25M +$327K +2,859 +4%
PWP
38
Principle Wealth Partners
Connecticut
$9.13M +$607K +5,314 +7%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$9.09M -$1.8M -15,775 -17%
DADC
40
D.A. Davidson & Co
Montana
$8.94M -$81.9K -717 -0.9%
GP
41
Greenline Partners
New York
$8.87M +$27.1K +237 +0.3%
Truist Financial
42
Truist Financial
North Carolina
$8.66M -$1.2M -10,543 -12%
CWM
43
CMH Wealth Management
New Hampshire
$8.18M +$601K +5,259 +8%
BCP
44
Berkeley Capital Partners
Georgia
$8.01M -$1.72M -15,091 -18%
MA
45
Montag & Associates
Georgia
$7.73M -$1.47M -12,871 -16%
M&T Bank
46
M&T Bank
New York
$7.55M -$470K -4,112 -6%
AWE
47
Avidian Wealth Enterprises
Texas
$7.36M -$108K -947 -1%
KIA
48
KCM Investment Advisors
California
$7.09M +$269K +2,357 +4%
ACA
49
Aptus Capital Advisors
Alabama
$6.94M +$2.87M +25,144 +71%
RC
50
Roundview Capital
New Jersey
$6.91M +$38.6K +338 +0.6%
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