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Vanguard Energy ETF

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.

New
Increased
Maintained
Reduced
Closed
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
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
476
MAI Capital Management
Ohio
$210K
HCP
477
Hardin Capital Partners
South Carolina
$209K +$209K +1,637 New
TYCC
478
Texas Yale Capital Corp
Florida
$207K
PFP
479
Pinnacle Financial Partners
Tennessee
$206K +$206K +1,612 New
Financial Engines Advisors
480
Financial Engines Advisors
California
$205K -$13.1K -102 -6%
DT
481
Diversified Trust
Tennessee
$204K
IC
482
Inscription Capital
Texas
$204K +$204K +1,600 New
MFA
483
McClarren Financial Advisors
Pennsylvania
$204K -$117K -584 -36%
BTI
484
Blue Trust Inc
Georgia
$201K
WAM
485
WNY Asset Management
New York
$201K
KPP
486
Kings Path Partners
Texas
$195K +$195K +1,532 New
TCM
487
TD Capital Management
Tennessee
$195K
CIBC Private Wealth Group
488
CIBC Private Wealth Group
Georgia
$179K +$15.1K +120 +9%
NSIM
489
North Star Investment Management
Illinois
$175K
CT
490
Colonial Trust
South Carolina
$173K +$16.3K +128 +10%
FFA
491
Farther Finance Advisors
California
$173K
WTC
492
WhitTier Trust Company
Nevada
$166K
FCA
493
FinTrust Capital Advisors
South Carolina
$164K
SWM
494
Spire Wealth Management
Virginia
$151K -$53.1K -416 -26%
SNB
495
Security National Bank
Nebraska
$149K
CSB
496
City State Bank
Iowa
$148K +$510 +4 +0.3%
MSS
497
Mitchell Sinkler & Starr
Pennsylvania
$148K +$148K +1,126 New
IRC
498
Investors Research Corp
Georgia
$147K +$1.91K +15 +1%
AT
499
Arlington Trust
Alabama
$147K
CA
500
Continuum Advisory
Idaho
$141K