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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 %
KFI
551
Key Financial Inc
Pennsylvania
$43.5K – – –
GFPC
552
Global Financial Private Client
Florida
$40.4K -$391K -2,947 -91%
AWM
553
Angeles Wealth Management
California
$37.9K -$4.48K -34 -11%
QCG
554
Quadrant Capital Group
Ohio
$36.9K – – –
CHA
555
Carmichael Hill & Associates
Maryland
$36.5K -$14.8K -112 -29%
MG
556
Mather Group
Illinois
$35.8K +$35.8K +305 New
GCM
557
Gables Capital Management
Florida
$31.5K – – –
GI
558
GAMMA Investing
California
$31.1K +$31.1K +236 New
WBC
559
West Branch Capital
Massachusetts
$28.5K – – –
A
560
Allianz
Germany
$28.4K +$28.4K +216 New
GGI
561
Godsey & Gibb Inc
Virginia
$28.1K +$28.1K +213 New
BONH
562
Bank of New Hampshire
New Hampshire
$27.7K – – –
GG
563
Gleason Group
Kentucky
$27.2K +$132 +1 +0.5%
CFD
564
Creative Financial Designs
Indiana
$26.7K – – –
DJSG
565
D.J. St. Germain
Massachusetts
$26.3K -$659 -5 -2%
CFO
566
CVA Family Office
Colorado
$26.3K – – –
HPC
567
HM Payson & Co
Maine
$26.3K – – –
TCM
568
Tradewinds Capital Management
Washington
$25.8K +$263 +2 +1%
TIM
569
Tortoise Investment Management
New York
$24.8K +$24.8K +188 New
BL
570
Balentine LLC
Georgia
$24K +$24K +182 New
MPCG
571
Matrix Private Capital Group
New York
$23.5K +$132 +1 +0.6%
BFP
572
Briaud Financial Planning
Texas
$21K +$21K +155 New
MIM
573
Macroview Investment Management
Maryland
$20.9K +$132 +1 +0.6%
GJIA
574
Glass Jacobson Investment Advisors
Maryland
$20.4K +$132 +1 +0.6%
NCM
575
Northwest Capital Management
Oregon
$20K – – –
21 22
23
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