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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
9.11%
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
1
Morgan Stanley
New York
$435M
2
Bank of America
2
Bank of America
North Carolina
$334M
3
UBS Group
3
UBS Group
Switzerland
$262M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$56.2M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$99.6M

Top Sellers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$48.2M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$33.5M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$30.1M
4
MMEA
4
Main Management ETF Advisors
California
$79.6M
5
ETC
5
Exchange Traded Concepts
Oklahoma
$2.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
51
Roundview Capital
New Jersey
$7.33M -$160K -1,364 -2%
Fifth Third Bancorp
52
Fifth Third Bancorp
Ohio
$7.2M +$566K +4,822 +9%
EE
53
EWG Elevate
California
$7.06M +$7.06M +60,184 New
Truist Financial
54
Truist Financial
North Carolina
$7.02M +$20.5K +175 +0.3%
AAS
55
Avantax Advisory Services
Texas
$6.55M -$1.42M -12,086 -18%
Pathstone Holdings
56
Pathstone Holdings
New Jersey
$6.25M +$6.25M +53,307 New
QWM
57
Quaker Wealth Management
New Jersey
$6.22M +$81K +691 +1%
GB
58
Gunma Bank
Japan
$6.1M +$2.35M +20,000 +63%
CA
59
Cambridge Associates
Massachusetts
$6M +$2.14M +18,216 +55%
Goldman Sachs
60
Goldman Sachs
New York
$5.5M -$5.8M -49,487 -51%
ECM
61
Elgethun Capital Management
South Dakota
$5.37M +$235 +2 +0%
GWM
62
GoalFusion Wealth Management
Texas
$5.11M +$221K +1,886 +5%
RA
63
Regis Acquisition
Colorado
$5.03M -$31.1K -265 -0.6%
MML Investors Services
64
MML Investors Services
Massachusetts
$5.03M -$1.86M -15,839 -27%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$4.87M +$3.76M +32,099 +341%
MCWS
66
McKinley Carter Wealth Services
West Virginia
$4.85M +$91K +776 +2%
RL
67
Retireful LLC
Michigan
$4.4M -$130K -1,108 -3%
AWM
68
Accel Wealth Management
Iowa
$4.39M +$233K +1,986 +6%
QIM
69
Quantitative Investment Management
Virginia
$4.29M +$4.29M +36,618 New
SA
70
Shilanski & Associates
Alaska
$4.21M +$128K +1,093 +3%
OPS
71
Orion Portfolio Solutions
Nebraska
$4.09M -$1.26M -10,758 -24%
BCI
72
Brinker Capital Investments
Pennsylvania
$4.09M -$1.26M -10,758 -24%
FIA
73
Foundations Investment Advisors
Arizona
$3.85M -$61.8K -532 -2%
LGA
74
Lebenthal Global Advisors
New York
$3.84M +$1.84M +15,716 +93%
KMWM
75
Keudell/Morrison Wealth Management
Oregon
$3.78M -$203K -1,734 -5%
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3
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