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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 %
CSWM
601
Cassady Schiller Wealth Management
Ohio
$6.98K – – –
PAG
602
Paladin Advisory Group
Iowa
$6.89K – – –
CNBTD
603
Citizens National Bank Trust Department
Mississippi
$6.59K – – –
FSWA
604
Financial Synergies Wealth Advisors
Texas
$6.47K +$264 +2 +4%
NRG
605
Nemes Rush Group
Michigan
$6.45K +$6.45K +49 New
PTC
606
Private Trust Company
Ohio
$6.19K +$6.19K +47 New
VNA
607
Valley National Advisers
Pennsylvania
$6K – – –
AA
608
Ancora Advisors
Ohio
$5.66K – – –
BCWM
609
Bartlett & Co Wealth Management
Ohio
$5.4K – – –
BFA
610
BBJS Financial Advisors
Washington
$5.27K – – –
HBW
611
Hazlett, Burt & Watson
West Virginia
$5K – – –
NFSG
612
Newbridge Financial Services Group
Florida
$4.21K -$6.58K -50 -61%
BWAM
613
Boyd Watterson Asset Management
Ohio
$4.21K – – –
ADL
614
Asset Dedication LLC
California
$4K – – –
BEI
615
Benjamin Edwards Inc
Missouri
$4K +$4K +33 New
FGAM
616
Financial Gravity Asset Management
Texas
$3.98K +$3.98K +30 New
AIP
617
Ameritas Investment Partners
Nebraska
$3.86K -$6.91K -52 -64%
HIA
618
Harbor Investment Advisory
Maryland
$3.29K – – –
DWM
619
Dogwood Wealth Management
Kansas
$3.16K +$3.16K +24 New
BCPWM
620
Bradley & Co Private Wealth Management
Florida
$2.77K +$2.63K +20 +2,000%
OLVIG
621
Oliver Lagore Vanvalin Investment Group
Michigan
$1.84K – – –
SWM
622
Sanctuary Wealth Management
Idaho
$1.58K +$1.58K +12 New
TFA
623
Transamerica Financial Advisors
Florida
$1K – – –
AWM
624
Activest Wealth Management
Florida
$922 +$922 +7 New
AAP
625
Arax Advisory Partners
Colorado
$791 – – –
23 24
25
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