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

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$319M
2
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$3.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$32.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$187M
5
Goldman Sachs
5
Goldman Sachs
New York
$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
UFF
551
USA Financial Formulas
Michigan
$2.97K +$2.97K +26 New
HIA
552
Harbor Investment Advisory
Maryland
$2.86K – – –
HS
553
Horan Securities
United States
$2.51K – – –
SWA
554
SOA Wealth Advisors
New York
$2.51K – – –
BWA
555
BDO Wealth Advisors
Florida
$1.71K – – –
OLVIG
556
Oliver Lagore Vanvalin Investment Group
Michigan
$1.6K – – –
JIR
557
James Investment Research
Ohio
$1K – – –
TFA
558
Transamerica Financial Advisors
Florida
$1K – – –
VNA
559
Valley National Advisers
Pennsylvania
$1K – – –
AAP
560
Arax Advisory Partners
Colorado
$686 – – –
FGAM
561
Financial Gravity Asset Management
Texas
$260 -$16 -7 -6%
PPWM
562
PFG Private Wealth Management
Florida
$114 -$1.68M -14,706 -100%
CCP
563
Carmel Capital Partners
California
$114 +$114 +1 New
DWP
564
Destiny Wealth Partners
Florida
– -$11.9M -97,838 Closed
Schroder Investment Management Group
565
Schroder Investment Management Group
United Kingdom
– -$10.5M -86,887 Closed
MFG
566
Marmo Financial Group
Tennessee
– -$8.88M -73,259 Closed
WM
567
Whitford Management
New York
– -$8.47M -69,825 Closed
AA
568
ALPS Advisors
Colorado
– -$8.13M -67,059 Closed
PP
569
Prudential plc
United Kingdom
– -$7.39M -60,900 Closed
CCM
570
Consolidated Capital Management
California
– -$5.06M -41,735 Closed
PL
571
Polianta Ltd
Jersey
– -$4.58M -37,800 Closed
JWCA
572
J.W. Cole Advisors
Florida
– -$3.08M -25,420 Closed
AI
573
Atria Investments
North Carolina
– -$2.94M -24,261 Closed
MWM
574
Merriman Wealth Management
Washington
– -$2.48M -20,420 Closed
CFP
575
Curran Financial Partners
South Carolina
– -$2.2M -18,139 Closed
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