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Vanguard Energy ETF
VDE

Overview Fund Activity

622 hedge funds and large institutions have $2.85B invested in Vanguard Energy ETF in 2024 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 196 increasing their positions, 217 reducing their positions, and 50 closing their positions.

Holders
622
Holders Change
-5
Holders Change %
-0.8%
% of All Funds
9.05%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.23%
New
54
Increased
196
Reduced
217
Closed
50
Calls
$11.5M
Puts
$1.3M
Net Calls
+$10.2M
Net Calls Change
-$2.32M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$126M
2
MHS
2
M Holdings Securities
Oregon
$7.46M
3
PCH
3
PGIM Custom Harvest
New Jersey
$36.3M
4
LPL Financial
4
LPL Financial
California
$69.1M
5
GS
5
GTS Securities
New York
$5.48M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$180M
2
PP
2
Prudential plc
United Kingdom
$0
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$203M
5
BCMIO
5
Beacon Capital Management Inc (Ohio)
Ohio
$160M
Name Market Value Shares Shares
Change 		Shares
Change %
ECM
26
Evergreen Capital Management
Washington
$17.4M 135,579 +100 +0.1%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$16.7M 130,917 -33,908 -21%
TFP
28
TrueWealth Financial Partners
Washington
$16M 125,189 +7,602 +6%
ZIG
29
Zuckerman Investment Group
Illinois
$15.3M 119,814 +598 +0.5%
CWM
30
CMH Wealth Management
New Hampshire
$14.4M 112,073 +2,096 +2%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$14.4M 112,669 -4,843 -4%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$14.4M 112,642 +4,862 +5%
AWS
33
Atria Wealth Solutions
New York
$13.5M 105,024 -3,158 -3%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$13.3M 104,566 +2,409 +2%
DADC
35
D.A. Davidson & Co
Montana
$13.3M 104,253 +13,490 +15%
GG
36
Greenwood Gearhart
Arkansas
$13M 101,530 +1,773 +2%
BL
37
BFSG LLC
California
$12.8M 100,370 -910 -0.9%
Goldman Sachs
38
Goldman Sachs
New York
$11.5M 90,389 +18,126 +25%
GP
39
Greenline Partners
New York
$11.5M 89,773 +4,670 +5%
AWM
40
Allen Wealth Management
North Carolina
$11.1M 86,927 +1,514 +2%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$10.9M 85,381 -3,618 -4%
M&T Bank
42
M&T Bank
New York
$10.2M 79,611 -4,524 -5%
RC
43
Roundview Capital
New Jersey
$8.82M 69,114 +2,493 +4%
KIA
44
KCM Investment Advisors
California
$8.55M 66,989 -294 -0.4%
Creative Planning
45
Creative Planning
Kansas
$8.4M 65,817 -2,460 -4%
AAS
46
Ameritas Advisory Services
Nebraska
$8.07M 63,248 +2,649 +4%
Citadel Advisors
47
Citadel Advisors
Florida
$7.89M 61,872 -35,925 -37%
AAS
48
Avantax Advisory Services
Texas
$7.8M 61,163 -1,871 -3%
Truist Financial
49
Truist Financial
North Carolina
$7.55M 59,166 +448 +0.8%
MHS
50
M Holdings Securities
Oregon
$7.46M 58,443 +58,443 New
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