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Vanguard Energy ETF
VDE

Overview Fund Activity

191 hedge funds and large institutions have $1.33B invested in Vanguard Energy ETF in 2014 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 63 increasing their positions, 41 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
+27
Holders Change %
+16.46%
% of All Funds
5.1%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.24%
New
55
Increased
63
Reduced
41
Closed
23
Calls
$2.76M
Puts
$6.01M
Net Calls
-$3.25M
Net Calls Change
-$2.41M

Top Buyers

1
SCM
1
SCS Capital Management
Massachusetts
$95.8M
2
MAA
2
Managed Account Advisors
New Jersey
$206M
3
Bank of America
3
Bank of America
North Carolina
$325M
4
Morgan Stanley
4
Morgan Stanley
New York
$33.5M
5
Deutsche Bank
5
Deutsche Bank
Germany
$11.2M

Top Sellers

1
RBA
1
Richard Bernstein Advisors
New York
$0
2
Creative Planning
2
Creative Planning
Kansas
$168M
3
RVP
3
Relative Value Partners
Illinois
$0
4
CS
4
Credit Suisse
Switzerland
$934K
5
RCS
5
Retirement Capital Strategies
California
$15.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
76
Freedom Investment Management
Connecticut
$717K -$70.3K -630 -9%
Walleye Trading
77
Walleye Trading
New York
$662K +$560K +5,016 +548%
PAG
78
Private Advisor Group
New Jersey
$601K -$282K -2,530 -32%
FBNAT
79
FirstMerit Bank N.A. Trustee
Ohio
$600K +$35.7K +320 +6%
FSC
80
Fiduciary Services Corp
Georgia
$586K +$586K +5,253 New
HCM
81
Hollencrest Capital Management
California
$574K +$366K +3,279 +176%
WBG
82
Wharton Business Group
Pennsylvania
$571K +$571K +5,120 New
FHA
83
First Horizon Advisors
Tennessee
$570K -$603K -5,393 -51%
VAM
84
Visionary Asset Management
Texas
$555K +$555K +4,969 New
GP
85
Girard Partners
Pennsylvania
$540K +$540K +4,840 New
CWM
86
Concert Wealth Management
California
$518K -$268K -2,418 -34%
NPC
87
National Planning Corporation
California
$506K -$68.9K -648 -12%
Millennium Management
88
Millennium Management
New York
$487K +$59.8K +536 +14%
LA
89
LVW Advisors
New York
$477K +$477K +4,273 New
CAN
90
Cetera Advisor Networks
California
$470K +$144K +1,290 +44%
CA
91
Cetera Advisors
Colorado
$458K -$280K -2,506 -38%
Envestnet Asset Management
92
Envestnet Asset Management
Illinois
$409K -$326K -2,915 -44%
LFG
93
LifePlan Financial Group
Ohio
$401K -$15.8K -141 -4%
KTC
94
Kistler-Tiffany Companies
Pennsylvania
$391K +$69.4K +621 +22%
GT
95
Glenmede Trust
Pennsylvania
$384K – – –
OWD
96
Osborn Williams & Donohoe
Ohio
$376K +$376K +3,370 New
BWP
97
Baldwin Wealth Partners
Massachusetts
$374K – – –
CIC
98
Cutler Investment Counsel
Oregon
$365K -$64K -573 -15%
EFS
99
Edelman Financial Services
Virginia
$356K +$88.1K +789 +33%
JPMPWA
100
J.P. Morgan Private Wealth Advisors
California
$328K +$34.7K +311 +12%
2 3
4
5 6