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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 %
RBC
501
Roble Belko & Company
Pennsylvania
$132K – – –
BlackRock
502
BlackRock
New York
$128K +$123K +1,053 +2,700%
TF
503
Tompkins Financial
New York
$125K +$7.86K +67 +7%
BCMLT
504
Beacon Capital Management LLC (Tennessee)
Tennessee
$125K -$2.79K -22 -2%
NP
505
NorthRock Partners
Minnesota
$121K +$121K +1,029 New
GWSG
506
GPS Wealth Strategies Group
Colorado
$119K – – –
WAM
507
WFA Asset Management
Wisconsin
$116K -$51.1K -436 -31%
FHA
508
First Horizon Advisors
Tennessee
$114K +$704 +6 +0.6%
S
509
SignatureFD
Georgia
$114K +$5.51K +47 +5%
SIC
510
SJS Investment Consulting
Ohio
$110K – – –
VF
511
VitalStone Financial
Texas
$110K -$128K -1,086 -54%
EWA
512
EverSource Wealth Advisors
Alabama
$110K -$54.9K -468 -33%
FWM
513
Focused Wealth Management
New York
$92.1K +$1.06K +9 +1%
PG
514
Proffitt & Goodson
Tennessee
$91.6K – – –
CPA
515
Cardiff Park Advisors
California
$87.1K – – –
GWANC
516
Guardian Wealth Advisors (North Carolina)
North Carolina
$84.9K -$89.5K -763 -51%
NF
517
Norwood Financial
Pennsylvania
$80.9K – – –
NS
518
NBC Securities
Alabama
$80K -$181K -1,550 -69%
CIAS
519
Capital Investment Advisory Services
North Carolina
$79.4K +$234 +2 +0.3%
Carson Wealth (CWM LLC)
520
Carson Wealth (CWM LLC)
Nebraska
$78K -$101K -865 -56%
KSWA
521
Kathleen S. Wright Associates
Pennsylvania
$75.6K – – –
LFG
522
Larson Financial Group
Missouri
$75.6K +$469 +4 +0.6%
LIWM
523
Long Island Wealth Management
New York
$73K +$73K +620 New
TWC
524
TD Waterhouse Canada
Ontario, Canada
$70.8K – – –
TCOV
525
Trust Company of Vermont
Vermont
$70.4K – – –
19 20
21
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