VDE icon

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 %
TF
526
Tompkins Financial
New York
$105K -$35.2K -267 -25%
EWA
527
EverSource Wealth Advisors
Alabama
$99.5K -$22.8K -175 -19%
CPA
528
Cardiff Park Advisors
California
$97.9K – – –
NS
529
NBC Securities
Alabama
$91K – – –
NF
530
Norwood Financial
Pennsylvania
$90.9K – – –
AF
531
Advisornet Financial
Minnesota
$89.9K +$56.1K +426 +166%
CIAS
532
Capital Investment Advisory Services
North Carolina
$88.3K -$790 -6 -0.9%
Carson Wealth (CWM LLC)
533
Carson Wealth (CWM LLC)
Nebraska
$87K -$1.06K -8 -1%
KSWA
534
Kathleen S. Wright Associates
Pennsylvania
$84.9K – – –
PG
535
Proffitt & Goodson
Tennessee
$84K -$18.8K -143 -18%
GWANC
536
Guardian Wealth Advisors (North Carolina)
North Carolina
$83.6K -$11.7K -89 -12%
TWC
537
TD Waterhouse Canada
Ontario, Canada
$80.6K – – –
OWA
538
Opal Wealth Advisors
New York
$79.3K +$79.3K +602 New
CWM
539
Cedar Wealth Management
California
$79.3K +$3.42K +26 +5%
TCOV
540
Trust Company of Vermont
Vermont
$79K – – –
ME
541
McIlrath & Eck
Washington
$78.5K – – –
LFG
542
Larson Financial Group
Missouri
$76.2K -$8.83K -67 -10%
SIC
543
SJS Investment Consulting
Ohio
$71.1K -$52.7K -400 -43%
DCM
544
Davis Capital Management
Florida
$65.8K -$10.6K -80 -14%
RIA
545
Realta Investment Advisors
Delaware
$59.2K +$59.2K +450 New
AWM
546
Abound Wealth Management
Tennessee
$54.9K +$395 +3 +0.7%
CAL
547
Capital Analysts LLC
Pennsylvania
$51K – – –
WIC
548
Woodmont Investment Counsel
Tennessee
$50.3K +$50.3K +382 New
FFA
549
Founders Financial Alliance
North Carolina
$47.4K +$263 +2 +0.6%
EWM
550
Evermay Wealth Management
Virginia
$46.9K – – –
20 21
22
23 24