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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 %
KC
626
Kinloch Capital
Virginia
– -$2.01M -15,832 Closed
SWM
627
Stapp Wealth Management
Washington
– -$1.81M -14,276 Closed
CFP
628
Curran Financial Partners
South Carolina
– -$1.71M -13,457 Closed
OCM
629
One Capital Management
California
– -$1.12M -8,859 Closed
EW
630
Evoke Wealth
California
– -$901K -7,063 Closed
RIA
631
Realta Investment Advisors
Delaware
– -$759K -6,720 Closed
FFS
632
Founders Financial Securities
Maryland
– -$740K -5,837 Closed
HI
633
Horizon Investments
North Carolina
– -$668K -5,273 Closed
Qube Research & Technologies (QRT)
634
Qube Research & Technologies (QRT)
United Kingdom
– -$594K -4,688 Closed
JWCA
635
J.W. Cole Advisors
Florida
– -$455K -3,594 Closed
Legacy Financial Group (Iowa)
636
Legacy Financial Group (Iowa)
Iowa
– -$424K -3,346 Closed
D
637
Dentgroup
Louisiana
– -$403K -3,176 Closed
WEG
638
World Equity Group
Illinois
– -$1.15M -2,579 Closed
PAG
639
Private Advisory Group
Washington
– -$308K -2,431 Closed
ACM
640
Ardent Capital Management
Ohio
– -$295K -2,326 Closed
WAM
641
WNY Asset Management
New York
– -$287K -2,261 Closed
MG
642
Mather Group
Illinois
– -$283K -2,232 Closed
PAS
643
Park Avenue Securities
New York
– -$275K -2,173 Closed
BAM
644
Berkshire Asset Management
Pennsylvania
– -$253K -2,000 Closed
RWA
645
Roberts Wealth Advisors
California
– -$251K -1,989 Closed
FFM
646
Forum Financial Management
Illinois
– -$239K -1,883 Closed
BOSSRA
647
B.O.S.S. Retirement Advisors
Utah
– -$239K -1,882 Closed
BFO
648
Boston Family Office
Massachusetts
– -$215K -1,699 Closed
B
649
Bridgeworth
Alabama
– -$213K -1,678 Closed
FP
650
Fiduciary Planning
Florida
– -$211K -1,661 Closed
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