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Vanguard Energy ETF
VDE

Overview Fund Activity

245 hedge funds and large institutions have $1.18B invested in Vanguard Energy ETF in 2016 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 87 increasing their positions, 76 reducing their positions, and 22 closing their positions.

Holders
245
Holders Change
–
Holders Change %
0%
% of All Funds
6.55%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.21%
New
27
Increased
87
Reduced
76
Closed
22
Calls
$5.18M
Puts
$3.24M
Net Calls
+$1.94M
Net Calls Change
+$539K

Top Buyers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$122M
2
NCM
2
Northside Capital Management
Oregon
$12.5M
3
W
3
Wealthfront
California
$63.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$57.3M
5
TRCT
5
Tower Research Capital (TRC)
New York
$6.88M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$0
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$13M
3
Zurich Cantonal Bank
3
Zurich Cantonal Bank
Switzerland
$0
4
CPO
4
Cerity Partners OCIO
New York
$756K
5
Creative Planning
5
Creative Planning
Kansas
$180M
Name Market Value Shares Shares
Change 		Shares
Change %
TW
76
Transform Wealth
Colorado
$1.3M 13,300 – –
FHA
77
First Horizon Advisors
Tennessee
$1.29M 13,152 -484 -4%
CCP
78
Corient Capital Partners
California
$1.27M 12,967 +12,967 New
VKH
79
Virtu KCG Holdings
New York
$1.26M 12,911 +2,303 +22%
WCF
80
West Coast Financial
California
$1.24M 12,712 +12,712 New
UOTTAIMCU
81
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$1.23M 12,579 -12,111 -49%
SSWM
82
Smith Salley Wealth Management
North Carolina
$1.17M 11,932 -23 -0.2%
JPMPWA
83
J.P. Morgan Private Wealth Advisors
California
$1.14M 11,711 +285 +2%
BFS
84
Bradley Foster & Sargent
Connecticut
$1.14M 11,703 -3,056 -21%
MWM
85
Mission Wealth Management
California
$1.11M 11,380 +500 +5%
CG
86
Caprock Group
Idaho
$1.08M 11,069 +278 +3%
SIAS
87
Shine Investment Advisory Services
Colorado
$1.06M 10,820 – –
MAS
88
Madden Advisory Services
Florida
$1.04M 10,604 -90 -0.8%
DHFB
89
Dixon Hubard Feinour & Brown
Virginia
$983K 10,060 – –
Bank of New York Mellon
90
Bank of New York Mellon
New York
$976K 9,998 -119 -1%
RCG
91
Ruggie Capital Group
Florida
$966K 9,902 +120 +1%
IA
92
Independence Advisors
Pennsylvania
$965K 9,877 +993 +11%
MHS
93
M Holdings Securities
Oregon
$916K 9,374 -4,242 -31%
Jane Street
94
Jane Street
New York
$877K 8,982 +3,076 +52%
FAAS
95
First Allied Advisory Services
California
$842K 8,622 +899 +12%
Axa
96
Axa
France
$837K 8,570 -450 -5%
WAM
97
Wealthspire Advisors (Maryland)
Maryland
$835K 8,544 -15 -0.2%
FIM
98
Freedom Investment Management
Connecticut
$812K 8,309 -519 -6%
FPFS
99
First Personal Financial Services
North Carolina
$812K 8,310 +30 +0.4%
AZA
100
Arthur Zaske & Associates
Michigan
$797K 8,161 +8,161 New
2 3
4
5 6