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Vanguard Energy ETF

623 hedge funds and large institutions have $2.56B invested in Vanguard Energy ETF in 2024 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 231 increasing their positions, 208 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more call options, than puts

Call options by funds: $12.3M | Put options by funds: $2.31M

14% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 49

11% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 208

0% less funds holding

Funds holding: 624623 (-1)

0.77% less ownership

Funds ownership: 33.74%32.97% (-0.77%)

10% less capital invested

Capital invested by funds: $2.85B → $2.56B (-$292M)

38% less funds holding in top 10

Funds holding in top 10: 1610 (-6)

Holders
623
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
8.95%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.14%
New
56
Increased
231
Reduced
208
Closed
49
Calls
$12.3M
Puts
$2.31M
Net Calls
+$10M
Net Calls Change
-$213K
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
601
Private Trust Company
Ohio
$5.88K +$375 +3 +7%
GWANC
602
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.76K
BCWM
603
Bartlett & Co Wealth Management
Ohio
$5.06K
HBW
604
Hazlett, Burt & Watson
West Virginia
$5K
SFC
605
SYM Financial Corp
Indiana
$4.75K +$4.88K +39 New
CTWM
606
Cherry Tree Wealth Management
Minnesota
$4.65K +$4.75K +38 New
PPA
607
Painted Porch Advisors
California
$4.65K +$4.75K +38 New
CPG
608
Cornerstone Planning Group
New Jersey
$4.21K -$82.4K -659 -95%
WWM
609
Wolff Wiese Magana
California
$3.92K +$4K +32 New
BWAM
610
Boyd Watterson Asset Management
Ohio
$3.92K
ADL
611
Asset Dedication LLC
California
$3.67K
CFB
612
Cullen/Frost Bankers
Texas
$3.55K +$3.63K +29 New
AIP
613
Ameritas Investment Partners
Nebraska
$3.52K
HIA
614
Harbor Investment Advisory
Maryland
$3.06K
FDCP
615
Foster Dykema Cabot & Partners
Massachusetts
$2.47K +$2.5K +20 New
OLVIG
616
Oliver Lagore Vanvalin Investment Group
Michigan
$1.72K
SIS
617
Sound Income Strategies
Florida
$1.1K +$375 +3 +50%
TFA
618
Transamerica Financial Advisors
Florida
$1K
AWM
619
Activest Wealth Management
Florida
$857
HWP
620
Highline Wealth Partners
California
$735 +$750 +6 New
MFA
621
McClarren Financial Advisors
Pennsylvania
$353 +$60K +480 +47%
PFG
622
Peterson Financial Group
Iowa
$295 +$250 +2 New
CPBTD
623
Central Pacific Bank - Trust Division
Hawaii
$122
SWM
624
Sugarloaf Wealth Management
Georgia
$107
MHS
625
M Holdings Securities
Oregon
-$7.46M -58,443 Closed