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Vanguard Energy ETF
VDE

Overview Fund Activity

600 hedge funds and large institutions have $3.11B invested in Vanguard Energy ETF in 2023 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 224 increasing their positions, 165 reducing their positions, and 32 closing their positions.

Holders
600
Holders Change
+36
Holders Change %
+6.38%
% of All Funds
9.57%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.26%
New
73
Increased
224
Reduced
165
Closed
32
Calls
$48.1M
Puts
$11.2M
Net Calls
+$36.9M
Net Calls Change
+$22.2M

Top Buyers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$223M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$134M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$75.4M
4
ETC
4
Exchange Traded Concepts
Oklahoma
$25.5M
5
MMEA
5
Main Management ETF Advisors
California
$123M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$89.8M
2
PG
2
Prostatis Group
Maryland
$315K
3
Bank of America
3
Bank of America
North Carolina
$302M
4
Citadel Advisors
4
Citadel Advisors
Florida
$358K
5
ACA
5
Aptus Capital Advisors
Alabama
$2.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
51
Redhawk Wealth Advisors
Minnesota
$9.42M +$9.42M +74,288 New
KIA
52
KCM Investment Advisors
California
$9.35M +$781K +6,163 +9%
RH
53
RFG Holdings
Texas
$9.21M -$4.34M -34,264 -32%
AI
54
Atria Investments
North Carolina
$8.93M +$8.93M +70,428 New
MA
55
Montag & Associates
Georgia
$8.91M -$90K -705 -1%
Envestnet Portfolio Solutions
56
Envestnet Portfolio Solutions
Illinois
$8.7M +$8.7M +68,660 New
AAS
57
Avantax Advisory Services
Texas
$8.61M +$2.15M +16,961 +33%
PL
58
Polianta Ltd
Jersey
$8.36M -$1.27M -10,000 -13%
RC
59
Roundview Capital
New Jersey
$8.09M +$380K +2,997 +5%
Creative Planning
60
Creative Planning
Kansas
$8.04M +$2.66K +21 +0%
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
$7.75M +$7.75M +61,121 New
Truist Financial
62
Truist Financial
North Carolina
$7.57M +$174K +1,374 +2%
MML Investors Services
63
MML Investors Services
Massachusetts
$7.44M +$491K +3,871 +7%
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$7.17M -$171K -1,348 -2%
SC
65
Syon Capital
California
$6.68M +$6.68M +52,715 New
PFO
66
Pathstone Family Office
New Jersey
$6.67M +$6.41M +50,592 +2,506%
QWM
67
Quaker Wealth Management
New Jersey
$6.63M +$2.49M +19,654 +60%
SS
68
Simplicity Solutions
Minnesota
$5.82M +$2.56M +20,222 +79%
OPS
69
Orion Portfolio Solutions
Nebraska
$5.8M +$444K +3,501 +8%
BCI
70
Brinker Capital Investments
Pennsylvania
$5.8M +$444K +3,501 +8%
ECM
71
Elgethun Capital Management
South Dakota
$5.75M +$108K +860 +2%
BFG
72
Bleakley Financial Group
New Jersey
$5.57M +$2.56M +20,222 +85%
RA
73
Regis Acquisition
Colorado
$5.47M – – –
TFA
74
Tranquilli Financial Advisor
New Jersey
$5.42M +$5.42M +42,755 New
GWM
75
GoalFusion Wealth Management
Texas
$5.28M -$239K -1,882 -4%
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