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Vanguard Energy ETF
VDE

Overview Fund Activity

564 hedge funds and large institutions have $2.29B invested in Vanguard Energy ETF in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 171 increasing their positions, 193 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
564
Holders Change
+1
Holders Change %
+0.18%
% of All Funds
8.89%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
46
Increased
171
Reduced
193
Closed
40
Calls
$18.2M
Puts
$3.56M
Net Calls
+$14.7M
Net Calls Change
+$3.74M

Top Buyers

1
SCM
1
SCS Capital Management
Massachusetts
$46.1M
2
PL
2
Polianta Ltd
Jersey
$8.58M
3
AWS
3
AJ Wealth Strategies
New York
$10.2M
4
MMEA
4
Main Management ETF Advisors
California
$92.6M
5
UBS Group
5
UBS Group
Switzerland
$205M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$282M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$120M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$19.3M
4
CI
4
CX Institutional
Indiana
$3.51M
5
Mariner
5
Mariner
Kansas
$549K
Name Holding Trade Value Shares
Change 		Shares
Change %
MAWA
551
Moss Adams Wealth Advisors
Washington
$3.19K – – –
ADL
552
Asset Dedication LLC
California
$3K – – –
HIA
553
Harbor Investment Advisory
Maryland
$2.82K – – –
SWA
554
SOA Wealth Advisors
New York
$2.48K – – –
HS
555
Horan Securities
United States
$2.48K – – –
VNA
556
Valley National Advisers
Pennsylvania
$2K – – –
BWA
557
BDO Wealth Advisors
Florida
$1.69K – – –
OLVIG
558
Oliver Lagore Vanvalin Investment Group
Michigan
$1.58K – – –
TFA
559
Transamerica Financial Advisors
Florida
$1K – – –
AAP
560
Arax Advisory Partners
Colorado
$678 – – –
CWP
561
Concord Wealth Partners
Virginia
$542 -$4.55K -42 -89%
PPWM
562
PFG Private Wealth Management
Florida
$113 – – –
BCPWM
563
Bradley & Co Private Wealth Management
Florida
$113 +$113 +1 New
NCM
564
Northwest Capital Management
Oregon
$102 +$102 +1 New
OCM
565
One Capital Management
California
– -$6.7M -58,662 Closed
EC
566
Estate Counselors
Wisconsin
– -$5.71M -49,950 Closed
JWM
567
Jackson Wealth Management
Florida
– -$2.28M -19,980 Closed
TWM
568
Tanglewood Wealth Management
Texas
– -$1.98M -17,335 Closed
WPW
569
Waldron Private Wealth
Pennsylvania
– -$1.7M -14,875 Closed
NYLIM
570
New York Life Investment Management
New York
– -$1.52M -13,318 Closed
MWM
571
Moran Wealth Management
Florida
– -$1.43M -12,562 Closed
OP
572
ORG Partners
Indiana
– -$1.26M -10,986 Closed
FPCP
573
Fort Point Capital Partners
California
– -$1.11M -9,677 Closed
HIIFS
574
Harel Insurance Investments & Financial Services
Israel
– -$980K -8,633 Closed
CS
575
Comerica Securities
Michigan
– -$701K -6,138 Closed
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