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Vanguard Energy ETF
VDE

Overview Fund Activity

564 hedge funds and large institutions have $2.29B invested in Vanguard Energy ETF in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 171 increasing their positions, 193 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
564
Holders Change
+1
Holders Change %
+0.18%
% of All Funds
8.9%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
46
Increased
171
Reduced
193
Closed
40
Calls
$18.2M
Puts
$3.56M
Net Calls
+$14.7M
Net Calls Change
+$3.74M

Top Buyers

1
SCM
1
SCS Capital Management
Massachusetts
$46.1M
2
PL
2
Polianta Ltd
Jersey
$8.58M
3
AWS
3
AJ Wealth Strategies
New York
$10.2M
4
MMEA
4
Main Management ETF Advisors
California
$92.6M
5
UBS Group
5
UBS Group
Switzerland
$205M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$282M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$120M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$19.3M
4
CI
4
CX Institutional
Indiana
$3.51M
5
Mariner
5
Mariner
Kansas
$549K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$13.8M +$4.78M +42,298 +53%
TFP
27
TrueWealth Financial Partners
Washington
$13.6M -$121K -1,075 -0.9%
ZIG
28
Zuckerman Investment Group
Illinois
$13.2M -$164K -1,454 -1%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$12.9M -$346K -3,069 -3%
RH
30
RFG Holdings
Texas
$12.2M – – –
HighTower Advisors
31
HighTower Advisors
Illinois
$12.2M +$59K +523 +0.5%
CAN
32
Cetera Advisor Networks
California
$12M -$341K -3,023 -3%
AWS
33
AJ Wealth Strategies
New York
$10.2M +$6.42M +56,838 +169%
APF
34
Alaska Permanent Fund
Alaska
$10.2M +$10.2M +90,000 New
Goldman Sachs
35
Goldman Sachs
New York
$10.1M -$3.62M -32,037 -26%
BL
36
BFSG LLC
California
$10M +$873K +7,731 +10%
CSPIA
37
Cary Street Partners Investment Advisory
Virginia
$9.46M -$294K -2,603 -3%
GP
38
Greenline Partners
New York
$8.79M +$31.3K +277 +0.4%
DADC
39
D.A. Davidson & Co
Montana
$8.77M -$56.1K -497 -0.6%
CWM
40
CMH Wealth Management
New Hampshire
$8.64M +$557K +4,933 +7%
PL
41
Polianta Ltd
Jersey
$8.58M +$8.58M +76,000 New
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$8.55M -$687K -6,087 -7%
JPMPWA
43
J.P. Morgan Private Wealth Advisors
California
$8.37M -$867K -7,680 -9%
M&T Bank
44
M&T Bank
New York
$8.37M +$905K +8,018 +12%
MA
45
Montag & Associates
Georgia
$8.04M +$327K +2,868 +4%
KIA
46
KCM Investment Advisors
California
$7.63M +$627K +5,555 +9%
ACA
47
Aptus Capital Advisors
Alabama
$7.24M +$377K +3,339 +5%
Creative Planning
48
Creative Planning
Kansas
$7.16M +$605K +5,356 +9%
RC
49
Roundview Capital
New Jersey
$6.87M +$36.4K +322 +0.5%
Truist Financial
50
Truist Financial
North Carolina
$6.58M -$1.97M -17,482 -23%
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