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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.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
+21
Holders Change %
+3.5%
% of All Funds
9.1%
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
Morgan Stanley
New York
+$252M
2
Bank of America
Bank of America
North Carolina
+$54.8M
3
UBS Group
UBS Group
Switzerland
+$51.7M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$17.4M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$16.5M

Top Sellers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$158M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$90.8M
3
Osaic Holdings
Osaic Holdings
Arizona
-$39.6M
4
MMEA
Main Management ETF Advisors
California
-$34.5M
5
ETC
Exchange Traded Concepts
Oklahoma
-$21.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPWM
476
Twelve Points Wealth Management
Massachusetts
$205K – – –
DAS
477
Dynamic Advisor Solutions
Arizona
$204K +$946 +8 +0.5%
BWL
478
Bogart Wealth LLC
Virginia
$203K – – –
RPGK
479
Retirement Planning Group (Kansas)
Kansas
$201K +$201K +1,716 New
YIH
480
Y-Intercept (HK)
Hong Kong
$201K +$938 +8 +0.5%
C
481
Covestor
United Kingdom
$199K -$18.2K -155 -8%
IGWM
482
ICA Group Wealth Management
Colorado
$196K +$6.21K +53 +3%
AssetMark Inc
483
AssetMark Inc
California
$188K +$157K +1,335 +496%
MFA
484
McClarren Financial Advisors
Pennsylvania
$187K +$3.05K +26 +2%
TPCW
485
TD Private Client Wealth
New York
$185K +$9.73K +83 +6%
MHR
486
Matthew Hamilton Rosenberg
$176K – – –
SIS
487
Strategic Investment Solutions
Illinois
$170K -$15.7M -134,155 -99%
SWM
488
Spire Wealth Management
Virginia
$168K -$300K -2,681 -64%
NSIM
489
North Star Investment Management
Illinois
$160K +$352 +3 +0.2%
CSB
490
City State Bank
Iowa
$156K -$2.92K -25 -2%
AAG
491
Armstrong Advisory Group
Massachusetts
$155K – – –
TCM
492
TD Capital Management
Tennessee
$154K – – –
WTC
493
WhitTier Trust Company
Nevada
$152K -$1.29K -11 -0.8%
FCA
494
FinTrust Capital Advisors
South Carolina
$150K +$9.03K +77 +6%
CT
495
Colonial Trust
South Carolina
$144K +$104K +891 +264%
CTC
496
Central Trust Company
Missouri
$144K – – –
SNB
497
Security National Bank
Nebraska
$137K +$137K +1,170 New
HGERS
498
Householder Group Estate & Retirement Specialist
Arizona
$135K +$701 +6 +0.5%
AT
499
Arlington Trust
Alabama
$135K +$135K +1,150 New
IRC
500
Investors Research Corp
Georgia
$134K – – –
18 19
20
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