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Vanguard Energy ETF
VDE

Overview Fund Activity

563 hedge funds and large institutions have $2.42B invested in Vanguard Energy ETF in 2023 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 179 increasing their positions, 216 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
-32
Holders Change %
-5.38%
% of All Funds
9.01%
Holding in Top 10
12
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-47.83%
% of All Funds
0.19%
New
49
Increased
179
Reduced
216
Closed
60
Calls
$16.3M
Puts
$5.36M
Net Calls
+$10.9M
Net Calls Change
+$7M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$145M
2
SCM
SCS Capital Management
Massachusetts
$34M
3
CI
CX Institutional
Indiana
$15.9M
4
BCI
Brinker Capital Investments
Pennsylvania
$5.8M
5
SS
Simplicity Solutions
Minnesota
$4.94M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$319M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$3.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$32.3M
4
Morgan Stanley
Morgan Stanley
New York
$187M
5
Goldman Sachs
Goldman Sachs
New York
$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
526
Truvestments Capital
Florida
$6.74K +$6.74K +59 New
SFC
527
SYM Financial Corp
Indiana
$6.63K – – –
NFSG
528
Newbridge Financial Services Group
Florida
$6.63K +$2.97K +26 +81%
ME
529
McIlrath & Eck
Washington
$6.28K – – –
PFA
530
Pathway Financial Advisers
Indiana
$6.25K +$114 +1 +2%
AWM
531
Abound Wealth Management
Tennessee
$6.18K +$1.49K +13 +32%
CSWM
532
Cassady Schiller Wealth Management
Ohio
$6.05K – – –
PAG
533
Paladin Advisory Group
Iowa
$5.94K +$5.94K +52 New
MFC
534
Morris Financial Concepts
South Carolina
$5.86K – – –
LF
535
Lee Financial
Texas
$5.71K – – –
CNBTD
536
Citizens National Bank Trust Department
Mississippi
$5.71K – – –
EL
537
EMFO LLC
Florida
$5.55K +$113 +1 +2%
TF
538
TimeScale Financial
Massachusetts
$5.48K – – –
FSWA
539
Financial Synergies Wealth Advisors
Texas
$5.43K +$113 +1 +2%
CWP
540
Concord Wealth Partners
Virginia
$5.35K +$5.35K +47 New
HBW
541
Hazlett, Burt & Watson
West Virginia
$5K – – –
AA
542
Ancora Advisors
Ohio
$4.91K -$118K -1,032 -96%
CWM
543
Cranbrook Wealth Management
Michigan
$4.8K – – –
BlackRock
544
BlackRock
New York
$4.46K -$800 -7 -15%
SC
545
SouthState Corp
Florida
$3.77K – – –
Jones Financial Companies
546
Jones Financial Companies
Missouri
$3.66K – – –
BWAM
547
Boyd Watterson Asset Management
Ohio
$3.66K – – –
AIP
548
Ameritas Investment Partners
Nebraska
$3.28K -$1.7K -15 -34%
MAWA
549
Moss Adams Wealth Advisors
Washington
$3.2K – – –
ADL
550
Asset Dedication LLC
California
$3K – – –
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