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Vanguard Energy ETF
VDE

Overview Fund Activity

600 hedge funds and large institutions have $3.11B invested in Vanguard Energy ETF in 2023 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 224 increasing their positions, 165 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
600
Holders Change
+36
Holders Change %
+6.38%
% of All Funds
9.57%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.26%
New
73
Increased
224
Reduced
165
Closed
32
Calls
$48.1M
Puts
$11.2M
Net Calls
+$36.9M
Net Calls Change
+$22.2M

Top Buyers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$223M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$134M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$75.4M
4
ETC
4
Exchange Traded Concepts
Oklahoma
$25.5M
5
MMEA
5
Main Management ETF Advisors
California
$123M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$89.8M
2
PG
2
Prostatis Group
Maryland
$315K
3
Bank of America
3
Bank of America
North Carolina
$302M
4
Citadel Advisors
4
Citadel Advisors
Florida
$358K
5
ACA
5
Aptus Capital Advisors
Alabama
$2.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$17.4M +$152K +1,197 +0.9%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$16.5M -$825K -6,508 -5%
SIS
28
Strategic Investment Solutions
Illinois
$16.4M +$16.1M +132,599 +4,413%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$15.9M +$13.4M +105,933 +542%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$15.4M +$904K +7,131 +6%
TFP
31
TrueWealth Financial Partners
Washington
$15.1M -$206K -1,624 -1%
PCH
32
PGIM Custom Harvest
New Jersey
$15M -$861K -6,793 -5%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$14.8M +$5.22M +41,166 +54%
ZIG
34
Zuckerman Investment Group
Illinois
$14.8M -$40.4K -319 -0.3%
AWM
35
AE Wealth Management
Kansas
$14.7M +$12.9M +102,007 +718%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$14.6M -$1.69M -13,317 -10%
CWM
37
CMH Wealth Management
New Hampshire
$14.2M +$4.39M +34,414 +45%
AWS
38
Atria Wealth Solutions
New York
$13.7M +$9.57M +75,124 +231%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$13.3M -$2.11M -16,614 -14%
DADC
40
D.A. Davidson & Co
Montana
$13.1M +$3.28M +25,886 +33%
Cerity Partners
41
Cerity Partners
New York
$13.1M +$11.3M +89,467 +646%
Goldman Sachs
42
Goldman Sachs
New York
$12.2M +$857K +6,759 +8%
BL
43
BFSG LLC
California
$11.8M +$517K +4,082 +5%
APF
44
Alaska Permanent Fund
Alaska
$11.4M – – –
DWP
45
Destiny Wealth Partners
Florida
$10.6M +$10.6M +83,456 New
CSPIA
46
Cary Street Partners Investment Advisory
Virginia
$10.5M -$74.1K -585 -0.7%
GP
47
Greenline Partners
New York
$10.2M +$330K +2,604 +3%
CCMG
48
Clark Capital Management Group
Pennsylvania
$10M +$10M +79,002 New
JPMPWA
49
J.P. Morgan Private Wealth Advisors
California
$9.98M +$579K +4,571 +6%
M&T Bank
50
M&T Bank
New York
$9.89M +$491K +3,877 +5%
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