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Vanguard Energy ETF
VDE

Overview Fund Activity

621 hedge funds and large institutions have $2.89B invested in Vanguard Energy ETF in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 205 increasing their positions, 213 reducing their positions, and 53 closing their positions.

Holders
621
Holders Change
+21
Holders Change %
+3.5%
% of All Funds
9.11%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.25%
New
80
Increased
205
Reduced
213
Closed
53
Calls
$13.9M
Puts
$3.25M
Net Calls
+$10.6M
Net Calls Change
-$26.3M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$435M
2
Bank of America
2
Bank of America
North Carolina
$334M
3
UBS Group
3
UBS Group
Switzerland
$262M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$56.2M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$99.6M

Top Sellers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$48.2M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$33.5M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$30.1M
4
MMEA
4
Main Management ETF Advisors
California
$79.6M
5
ETC
5
Exchange Traded Concepts
Oklahoma
$2.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$15.2M -$1.56M -13,300 -9%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$15.2M -$87.1K -743 -0.6%
AAS
28
Ameritas Advisory Services
Nebraska
$14.2M +$11.2M +95,395 +367%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$13.9M +$1.52M +12,944 +12%
TFP
30
TrueWealth Financial Partners
Washington
$13.8M -$228K -1,942 -2%
ZIG
31
Zuckerman Investment Group
Illinois
$13.5M -$159K -1,358 -1%
CAN
32
Cetera Advisor Networks
California
$13.3M -$9.44M -80,468 -41%
CWM
33
CMH Wealth Management
New Hampshire
$13.3M +$297K +2,529 +2%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$13.2M -$1.07M -9,139 -8%
AWS
35
Atria Wealth Solutions
New York
$12.5M -$109K -926 -0.9%
BL
36
BFSG LLC
California
$11.6M +$732K +6,241 +7%
Cerity Partners
37
Cerity Partners
New York
$11.4M -$704K -6,005 -6%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$10.8M -$2.93M -24,966 -21%
DADC
39
D.A. Davidson & Co
Montana
$10.6M -$1.51M -12,868 -12%
APF
40
Alaska Permanent Fund
Alaska
$10.6M – – –
Citadel Advisors
41
Citadel Advisors
Florida
$10.5M +$10.1M +86,365 +3,059%
SC
42
Syon Capital
California
$10M +$3.81M +32,511 +62%
CSPIA
43
Cary Street Partners Investment Advisory
Virginia
$9.72M -$33.5K -286 -0.3%
AWM
44
Allen Wealth Management
North Carolina
$9.6M +$9.6M +81,818 New
GP
45
Greenline Partners
New York
$9.4M -$44.4K -379 -0.5%
M&T Bank
46
M&T Bank
New York
$8.96M -$188K -1,603 -2%
RH
47
RFG Holdings
Texas
$8.22M -$311K -2,647 -4%
KIA
48
KCM Investment Advisors
California
$7.93M -$722K -6,157 -8%
Creative Planning
49
Creative Planning
Kansas
$7.89M +$453K +3,859 +6%
MA
50
Montag & Associates
Georgia
$7.64M -$549K -4,678 -7%
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