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Vanguard Energy ETF
VDE

Overview Fund Activity

627 hedge funds and large institutions have $3.05B invested in Vanguard Energy ETF in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 226 increasing their positions, 199 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
627
Holders Change
+6
Holders Change %
+0.97%
% of All Funds
9.09%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.28%
New
70
Increased
226
Reduced
199
Closed
57
Calls
$15.3M
Puts
$2.75M
Net Calls
+$12.6M
Net Calls Change
+$1.94M

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$121M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$54.9M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$33.7M
4
PP
Prudential plc
United Kingdom
+$17.5M
5
GG
Greenwood Gearhart
Arkansas
+$13.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$269M
2
UBS Group
UBS Group
Switzerland
-$76.6M
3
Bank of America
Bank of America
North Carolina
-$53.7M
4
MM
Main Management
California
-$15.5M
5
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ORG
476
Optimist Retirement Group
Washington
$220K +$220K +1,672 New
WBCM
477
Wilson & Boucher Capital Management
California
$217K +$217K +1,650 New
MCM
478
MAI Capital Management
Ohio
$217K +$217K +1,647 New
AssetMark Inc
479
AssetMark Inc
California
$216K +$4.87K +37 +2%
TYCC
480
Texas Yale Capital Corp
Florida
$214K +$214K +1,626 New
ICG
481
InterOcean Capital Group
Tennessee
$214K +$214K +1,626 New
MFA
482
McClarren Financial Advisors
Pennsylvania
$212K +$1.45K +11 +0.7%
DT
483
Diversified Trust
Tennessee
$211K -$214K -1,622 -50%
IGWM
484
ICA Group Wealth Management
Colorado
$211K -$8.96K -68 -4%
SWM
485
Spire Wealth Management
Virginia
$211K +$13.2K +100 +7%
RWA
486
Roberts Wealth Advisors
California
$209K +$209K +1,579 New
WAM
487
WNY Asset Management
New York
$208K +$208K +1,577 New
BFAG
488
Blackston Financial Advisory Group
Florida
$206K -$131K -998 -39%
NFP
489
NorthLanding Financial Partners
New York
$206K +$206K +1,561 New
DAS
490
Dynamic Advisor Solutions
Arizona
$205K -$22.3K -169 -10%
FFM
491
Forum Financial Management
Illinois
$204K +$204K +1,549 New
AWE
492
Avidian Wealth Enterprises
Texas
$204K +$204K +1,548 New
MWA
493
Midland Wealth Advisors
Illinois
$202K +$202K +1,534 New
KeyBank National Association
494
KeyBank National Association
Ohio
$202K -$54.4K -413 -21%
TCM
495
TD Capital Management
Tennessee
$201K +$29K +220 +17%
BTI
496
Blue Trust Inc
Georgia
$201K -$18.6K -141 -8%
DW
497
Durante & Waters
New York
$200K +$200K +1,522 New
GAA
498
Global Assets Advisory
Florida
$200K +$200K +26,514 New
MHR
499
Matthew Hamilton Rosenberg
$199K – – –
NSIM
500
North Star Investment Management
Illinois
$180K +$263 +2 +0.1%
18 19
20
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