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Vanguard Energy ETF

563 hedge funds and large institutions have $2.42B invested in Vanguard Energy ETF in 2023 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 179 increasing their positions, 216 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
-32
Holders Change %
-5.38%
% of All Funds
9.01%
Holding in Top 10
12
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-47.83%
% of All Funds
0.19%
New
49
Increased
179
Reduced
216
Closed
60
Calls
$16.3M
Puts
$5.36M
Net Calls
+$10.9M
Net Calls Change
+$7M
Name Holding Trade Value Shares
Change
Shares
Change %
KAS
51
Kestra Advisory Services
Texas
$6.91M -$240K -2,099 -3%
Fifth Third Bancorp
52
Fifth Third Bancorp
Ohio
$6.76M -$169K -1,483 -2%
OCM
53
One Capital Management
California
$6.7M -$290K -2,537 -4%
Creative Planning
54
Creative Planning
Kansas
$6.63M +$206K +1,801 +3%
GB
55
Gunma Bank
Japan
$6.45M +$2.91M +25,500 +82%
V
56
Veritable
Delaware
$6.24M
Citadel Advisors
57
Citadel Advisors
Florida
$6.16M +$4.6M +40,294 +296%
AAS
58
Avantax Advisory Services
Texas
$6.03M -$1.33M -11,603 -18%
OPS
59
Orion Portfolio Solutions
Nebraska
$5.8M -$549K -4,807 -9%
BCI
60
Brinker Capital Investments
Pennsylvania
$5.8M +$5.8M +50,777 New
EC
61
Estate Counselors
Wisconsin
$5.71M +$1.94M +16,975 +51%
TC
62
TAP Consulting
Missouri
$5.62M -$836K -7,321 -13%
ECM
63
Elgethun Capital Management
South Dakota
$5.37M +$88.6K +740 +2%
SS
64
Simplicity Solutions
Minnesota
$4.94M +$4.94M +43,236 New
RA
65
Regis Acquisition
Colorado
$4.93M +$4.93M +43,147 New
AWS
66
Atria Wealth Solutions
New York
$4.88M -$2.34M -20,469 -32%
GWM
67
GoalFusion Wealth Management
Texas
$4.81M -$1.1M -9,593 -19%
BFG
68
Bleakley Financial Group
New Jersey
$4.45M +$377K +3,297 +9%
MCWS
69
McKinley Carter Wealth Services
West Virginia
$4.45M +$447K +3,917 +11%
FSC
70
Full Sail Capital
Oklahoma
$4.38M +$170K +1,492 +4%
MML Investors Services
71
MML Investors Services
Massachusetts
$4.1M -$3.63M -31,807 -47%
SA
72
Shilanski & Associates
Alaska
$4.02M +$55.1K +463 +1%
KMWM
73
Keudell/Morrison Wealth Management
Oregon
$3.95M +$21.7K +190 +0.6%
AWS
74
AJ Wealth Strategies
New York
$3.84M +$108K +947 +3%
FIA
75
Foundations Investment Advisors
Arizona
$3.78M +$3.58M +31,312 +1,731%