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Vanguard Energy ETF
VDE

Overview Fund Activity

627 hedge funds and large institutions have $3.05B invested in Vanguard Energy ETF in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 226 increasing their positions, 199 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
627
Holders Change
+6
Holders Change %
+0.97%
% of All Funds
9.09%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.28%
New
70
Increased
226
Reduced
199
Closed
57
Calls
$15.3M
Puts
$2.75M
Net Calls
+$12.6M
Net Calls Change
+$1.94M

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$176M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$92.5M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$37.3M
4
PP
Prudential plc
United Kingdom
$17.5M
5
GG
Greenwood Gearhart
Arkansas
$13.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$219M
2
UBS Group
UBS Group
Switzerland
$218M
3
Bank of America
Bank of America
North Carolina
$321M
4
MM
Main Management
California
$22M
5
CSPIA
Cary Street Partners Investment Advisory
Virginia
$388K
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$8.99M +$133K +1,012 +2%
KIA
52
KCM Investment Advisors
California
$8.86M -$43.6K -331 -0.5%
RC
53
Roundview Capital
New Jersey
$8.77M +$545K +4,136 +7%
AAS
54
Avantax Advisory Services
Texas
$8.3M +$951K +7,220 +13%
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$8.03M -$59.4K -451 -0.7%
AAS
56
Ameritas Advisory Services
Nebraska
$7.97M -$8M -60,809 -50%
Truist Financial
57
Truist Financial
North Carolina
$7.73M -$152K -1,151 -2%
Envestnet Portfolio Solutions
58
Envestnet Portfolio Solutions
Illinois
$7.52M +$4.33M +32,856 +135%
Pathstone Holdings
59
Pathstone Holdings
New Jersey
$7.02M -$3.29K -25 -0%
CA
60
Cambridge Associates
Massachusetts
$6.74M – – –
ECM
61
Elgethun Capital Management
South Dakota
$6.03M +$1.05K +8 +0%
MCWS
62
McKinley Carter Wealth Services
West Virginia
$5.95M +$499K +3,792 +9%
MA
63
Montag & Associates
Georgia
$5.79M -$2.79M -21,186 -33%
MML Investors Services
64
MML Investors Services
Massachusetts
$5.73M +$86.7K +658 +2%
GWM
65
GoalFusion Wealth Management
Texas
$5.73M -$4.87K -37 -0.1%
SC
66
Syon Capital
California
$5.43M -$5.79M -43,977 -52%
QWM
67
Quaker Wealth Management
New Jersey
$5.28M -$1.7M -12,944 -24%
ETC
68
Exchange Traded Concepts
Oklahoma
$5.26M +$2.51M +19,030 +91%
TFA
69
Tranquilli Financial Advisor
New Jersey
$5.06M +$3M +22,767 +146%
AWM
70
Accel Wealth Management
Iowa
$5.02M +$91.1K +692 +2%
B
71
Bailard
California
$5M +$4.18M +31,725 +507%
SW
72
Simplicity Wealth
New Jersey
$4.92M +$4.92M +37,389 New
WSCM
73
Wellington Shields Capital Management
New York
$4.84M +$942K +7,149 +24%
SA
74
Shilanski & Associates
Alaska
$4.82M +$98.4K +747 +2%
FIA
75
Foundations Investment Advisors
Arizona
$4.66M +$298K +2,266 +7%
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