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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 %
LF
601
Lee Financial
Texas
$5.86K – – –
CNBTD
602
Citizens National Bank Trust Department
Mississippi
$5.86K – – –
FSWA
603
Financial Synergies Wealth Advisors
Texas
$5.72K -$122 -1 -2%
AA
604
Ancora Advisors
Ohio
$5.04K – – –
HBW
605
Hazlett, Burt & Watson
West Virginia
$5K – – –
BC
606
Bartlett & Co
Ohio
$5K – – –
BCWM
607
Bartlett & Co Wealth Management
Ohio
$4.83K – – –
BFA
608
BBJS Financial Advisors
Washington
$4.69K -$21.7K -185 -82%
BWAM
609
Boyd Watterson Asset Management
Ohio
$3.75K – – –
Jones Financial Companies
610
Jones Financial Companies
Missouri
$3.75K – – –
ADL
611
Asset Dedication LLC
California
$3K +$100 +1 +3%
HIA
612
Harbor Investment Advisory
Maryland
$2.93K – – –
Simplex Trading
613
Simplex Trading
Illinois
$2K -$350K -4,026 -99%
PA
614
Pineridge Advisors
Missouri
$1.76K +$1.76K +15 New
OLVIG
615
Oliver Lagore Vanvalin Investment Group
Michigan
$1.64K – – –
AWM
616
Able Wealth Management
New Jersey
$1.16K +$1.16K +10 New
TFA
617
Transamerica Financial Advisors
Florida
$1K – – –
AAP
618
Arax Advisory Partners
Colorado
$704 – – –
SA
619
Scarborough Advisors
Maryland
$118 +$118 +1 New
BCPWM
620
Bradley & Co Private Wealth Management
Florida
$117 – – –
SWM
621
Sugarloaf Wealth Management
Georgia
$102 -$82.5K -809 -100%
DWP
622
Destiny Wealth Partners
Florida
– -$10.6M -83,456 Closed
CCMG
623
Clark Capital Management Group
Pennsylvania
– -$10M -79,002 Closed
PL
624
Polianta Ltd
Jersey
– -$8.36M -66,000 Closed
TC
625
TAP Consulting
Missouri
– -$2.98M -23,523 Closed
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