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Vanguard Energy ETF
VDE

Overview Fund Activity

564 hedge funds and large institutions have $2.29B invested in Vanguard Energy ETF in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 171 increasing their positions, 193 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
564
Holders Change
+1
Holders Change %
+0.18%
% of All Funds
8.89%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
46
Increased
171
Reduced
193
Closed
40
Calls
$18.2M
Puts
$3.56M
Net Calls
+$14.7M
Net Calls Change
+$3.74M

Top Buyers

1
SCM
1
SCS Capital Management
Massachusetts
$46.1M
2
PL
2
Polianta Ltd
Jersey
$8.58M
3
AWS
3
AJ Wealth Strategies
New York
$10.2M
4
MMEA
4
Main Management ETF Advisors
California
$92.6M
5
UBS Group
5
UBS Group
Switzerland
$205M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$282M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$120M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$19.3M
4
CI
4
CX Institutional
Indiana
$3.51M
5
Mariner
5
Mariner
Kansas
$549K
Name Holding Trade Value Shares
Change 		Shares
Change %
BCP
51
Berkeley Capital Partners
Georgia
$6.56M -$1.36M -12,026 -17%
Fifth Third Bancorp
52
Fifth Third Bancorp
Ohio
$6.54M -$143K -1,267 -2%
KAS
53
Kestra Advisory Services
Texas
$6.47M -$352K -3,116 -5%
GB
54
Gunma Bank
Japan
$6.38M – – –
MML Investors Services
55
MML Investors Services
Massachusetts
$6.19M +$2.14M +18,978 +53%
V
56
Veritable
Delaware
$6.04M -$125K -1,106 -2%
AAS
57
Avantax Advisory Services
Texas
$5.75M -$204K -1,806 -3%
Citadel Advisors
58
Citadel Advisors
Florida
$5.4M -$689K -6,101 -11%
ECM
59
Elgethun Capital Management
South Dakota
$5.07M +$12.2K +108 +0.2%
GWM
60
GoalFusion Wealth Management
Texas
$4.91M +$158K +1,397 +3%
RA
61
Regis Acquisition
Colorado
$4.87M +$339 +3 +0%
BCI
62
Brinker Capital Investments
Pennsylvania
$4.77M -$960K -8,504 -17%
OPS
63
Orion Portfolio Solutions
Nebraska
$4.77M -$960K -8,504 -17%
MCWS
64
McKinley Carter Wealth Services
West Virginia
$4.51M +$112K +993 +3%
PAG
65
Private Advisor Group
New Jersey
$4.13M +$1.35M +11,578 +49%
Mercer Global Advisors
66
Mercer Global Advisors
Colorado
$4.1M +$477K +4,223 +13%
TC
67
TAP Consulting
Missouri
$4.08M -$1.48M -13,139 -27%
FSC
68
Full Sail Capital
Oklahoma
$4.05M -$282K -2,497 -7%
FIA
69
Foundations Investment Advisors
Arizona
$3.97M +$227K +2,007 +6%
KMWM
70
Keudell/Morrison Wealth Management
Oregon
$3.95M +$40.1K +355 +1%
SA
71
Shilanski & Associates
Alaska
$3.9M +$61.2K +540 +2%
ACA
72
Atlas Capital Advisors
Wyoming
$3.82M +$477K +4,228 +14%
CA
73
Cambridge Associates
Massachusetts
$3.72M +$1.54M +13,663 +71%
QWM
74
Quaker Wealth Management
New Jersey
$3.69M +$84K +744 +2%
AWS
75
Atria Wealth Solutions
New York
$3.68M -$1.17M -10,285 -24%
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