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Vanguard Energy ETF
VDE

Overview Fund Activity

516 hedge funds and large institutions have $2.24B invested in Vanguard Energy ETF in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 180 increasing their positions, 162 reducing their positions, and 62 closing their positions.

Holders
516
Holders Change
-30
Holders Change %
-5.49%
% of All Funds
8.92%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.29%
New
40
Increased
180
Reduced
162
Closed
62
Calls
$16M
Puts
$7.78M
Net Calls
+$8.2M
Net Calls Change
-$15.5M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$177M
2
Bank of America
2
Bank of America
North Carolina
$333M
3
DWP
3
Destiny Wealth Partners
Florida
$9.98M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$7.97M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$8.3M

Top Sellers

1
Bessemer Group
1
Bessemer Group
New Jersey
$456K
2
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$3.37M
3
LCAM
3
London & Capital Asset Management
United Kingdom
$1.02M
4
B
4
Barings
North Carolina
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$45.7M
Name Market Value Shares Shares
Change 		Shares
Change %
RMC
51
Regis Management Company
California
$7.44M 73,264 -780 -1%
KAS
52
Kestra Advisory Services
Texas
$7.44M 73,210 +12,201 +20%
BL
53
BFSG LLC
California
$7.17M 70,623 +6,291 +10%
AA
54
ALPS Advisors
Colorado
$7.15M 70,410 -940 -1%
CWM
55
CMH Wealth Management
New Hampshire
$6.57M 64,718 -549 -0.8%
AWE
56
Avidian Wealth Enterprises
Texas
$6.43M 63,309 -19,431 -23%
AAS
57
Avantax Advisory Services
Texas
$6.4M 63,028 -16,508 -21%
TC
58
TAP Consulting
Missouri
$6.4M 62,959 -426 -0.7%
OCM
59
One Capital Management
California
$6.29M 61,948 -1,283 -2%
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$6.27M 61,446 +29,250 +91%
RC
61
Roundview Capital
New Jersey
$5.98M 58,853 -177 -0.3%
KIA
62
KCM Investment Advisors
California
$5.95M 58,589 -12,801 -18%
V
63
Veritable
Delaware
$5.85M 57,561 – –
OPS
64
Orion Portfolio Solutions
Nebraska
$5.8M 57,089 -4,897 -8%
JPMPWA
65
J.P. Morgan Private Wealth Advisors
California
$5.54M 54,576 +836 +2%
Creative Planning
66
Creative Planning
Kansas
$5.45M 53,629 +8,002 +18%
GWM
67
GoalFusion Wealth Management
Texas
$5.39M 53,054 +2,320 +5%
Fifth Third Bancorp
68
Fifth Third Bancorp
Ohio
$5.1M 50,226 +10,752 +27%
PL
69
Polianta Ltd
Jersey
$4.77M 47,000 +9,000 +24%
ACA
70
Atlas Capital Advisors
Wyoming
$4.59M 45,180 +2,208 +5%
ECM
71
Elgethun Capital Management
South Dakota
$4.46M 43,878 +938 +2%
CCM
72
Consolidated Capital Management
California
$4.42M 43,528 -14,150 -25%
KMWM
73
Keudell/Morrison Wealth Management
Oregon
$4.33M 42,631 -1,513 -3%
FSC
74
Full Sail Capital
Oklahoma
$4.16M 40,939 +904 +2%
SWM
75
Stapp Wealth Management
Washington
$4.08M 40,168 +40,168 New
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3
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