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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 %
GG
551
Gleason Group
Kentucky
$24K +$352 +3 +1%
CFD
552
Creative Financial Designs
Indiana
$23.8K – – –
HPC
553
HM Payson & Co
Maine
$23.5K – – –
MTIC
554
Missouri Trust & Investment Company
Missouri
$23.5K – – –
CFO
555
CVA Family Office
Colorado
$23.5K +$23.5K +200 New
OC
556
Oakworth Capital
Alabama
$23.1K +$23.1K +197 New
TCM
557
Tradewinds Capital Management
Washington
$22.8K +$352 +3 +2%
TC
558
Truvestments Capital
Florida
$22K – – –
PO
559
Private Ocean
California
$21.5K – – –
MPCG
560
Matrix Private Capital Group
New York
$20.7K +$351 +3 +2%
MIM
561
Macroview Investment Management
Maryland
$18.5K -$703 -6 -4%
GJIA
562
Glass Jacobson Investment Advisors
Maryland
$18K +$6.91K +59 +62%
NCM
563
Northwest Capital Management
Oregon
$17.8K +$17.7K +151 +15,100%
AF
564
Arrow Financial
New York
$17.6K – – –
MA
565
MCF Advisors
Kentucky
$17.3K -$123K -1,052 -88%
DWMG
566
DB Wealth Management Group
California
$17K – – –
AIC
567
Archer Investment Corporation
Indiana
$16.7K – – –
CG
568
Cutler Group
California
$16K -$64K -560 -80%
DFA
569
DHJJ Financial Advisors
Illinois
$15K – – –
AWM
570
Avior Wealth Management
Nebraska
$14.7K – – –
JHCP
571
Jackson Hole Capital Partners
Oklahoma
$14.7K – – –
FBC
572
Fairfield, Bush & Co
Connecticut
$14.7K +$14.7K +125 New
WAS
573
Winch Advisory Services
Wisconsin
$13.8K +$234 +2 +2%
LWCFA
574
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$12.6K – – –
RIM
575
Rockbridge Investment Management
New York
$12.5K +$12.5K +107 New
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