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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 %
FFA
501
Farther Finance Advisors
California
$180K +$141K +1,067 +369%
CIBC Private Wealth Group
502
CIBC Private Wealth Group
Georgia
$173K -$163K -1,231 -49%
WTC
503
WhitTier Trust Company
Nevada
$171K – – –
FCA
504
FinTrust Capital Advisors
South Carolina
$169K +$132 +1 +0.1%
CT
505
Colonial Trust
South Carolina
$162K – – –
CTC
506
Central Trust Company
Missouri
$161K – – –
AAG
507
Armstrong Advisory Group
Massachusetts
$155K – – –
SNB
508
Security National Bank
Nebraska
$154K – – –
CSB
509
City State Bank
Iowa
$153K -$23.1K -175 -13%
HGERS
510
Householder Group Estate & Retirement Specialist
Arizona
$153K +$659 +5 +0.4%
AT
511
Arlington Trust
Alabama
$151K – – –
IRC
512
Investors Research Corp
Georgia
$150K – – –
RBC
513
Roble Belko & Company
Pennsylvania
$149K – – –
CA
514
Continuum Advisory
Idaho
$146K +$146K +1,106 New
BlackRock
515
BlackRock
New York
$144K – – –
CIA
516
Cape Investment Advisory
Georgia
$139K +$99K +752 +250%
GWSG
517
GPS Wealth Strategies Group
Colorado
$134K – – –
WAM
518
WFA Asset Management
Wisconsin
$130K +$527 +4 +0.4%
FHA
519
First Horizon Advisors
Tennessee
$129K +$264 +2 +0.2%
CIAS
520
CBIZ Investment Advisory Services
Ohio
$128K +$128K +974 New
BCMLT
521
Beacon Capital Management LLC (Tennessee)
Tennessee
$125K -$4.08K -31 -3%
S
522
SignatureFD
Georgia
$125K -$3.43K -26 -3%
NP
523
NorthRock Partners
Minnesota
$122K -$13.4K -102 -10%
Jones Financial Companies
524
Jones Financial Companies
Missouri
$111K +$106K +807 +2,522%
VF
525
VitalStone Financial
Texas
$107K -$16.2K -123 -13%
19 20
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