VDE icon

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 %
ME
526
McIlrath & Eck
Washington
$69.9K – – –
CWM
527
Cedar Wealth Management
California
$67.6K -$24.3K -207 -26%
DCM
528
Davis Capital Management
Florida
$67.6K +$67.6K +576 New
FMP
529
Financial Management Professionals
Texas
$63K +$58.4K +500 +1,282%
BWM
530
BKM Wealth Management
Wisconsin
$61.6K +$61.6K +525 New
CAS
531
Coppell Advisory Solutions
Texas
$54.1K +$54.1K +461 New
GG
532
Greenwood Gearhart
Arkansas
$49.6K +$49.6K +423 New
AWM
533
Abound Wealth Management
Tennessee
$48.6K +$43.8K +373 +910%
CAL
534
Capital Analysts LLC
Pennsylvania
$46K -$304K -2,580 -87%
CHA
535
Carmichael Hill & Associates
Maryland
$45.6K – – –
TFGT
536
TS Financial Group (TSFG)
Illinois
$42K +$116 +1 +0.3%
FFA
537
Founders Financial Alliance
North Carolina
$42K -$56.1K -479 -57%
EWM
538
Evermay Wealth Management
Virginia
$41.8K – – –
RAM
539
Riggs Asset Management
Pennsylvania
$39.3K – – –
KFI
540
Key Financial Inc
Pennsylvania
$38.7K +$6.33K +54 +20%
AWM
541
Angeles Wealth Management
California
$37.8K +$14.3K +122 +61%
CIA
542
Cape Investment Advisory
Georgia
$35.3K -$125K -1,069 -78%
FFA
543
Farther Finance Advisors
California
$33.9K -$140K -1,190 -80%
QCG
544
Quadrant Capital Group
Ohio
$32.8K – – –
AF
545
Advisornet Financial
Minnesota
$30.1K +$470 +4 +2%
GCM
546
Gables Capital Management
Florida
$28K +$28K +239 New
NSG
547
Nalls Sherbakoff Group
Tennessee
$25.6K – – –
WBC
548
West Branch Capital
Massachusetts
$25.4K – – –
BONH
549
Bank of New Hampshire
New Hampshire
$24.6K – – –
DJSG
550
D.J. St. Germain
Massachusetts
$24K -$4.69K -40 -16%
20 21
22
23 24