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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 %
BFG
76
Bleakley Financial Group
New Jersey
$4.66M +$864K +6,560 +23%
RL
77
Retireful LLC
Michigan
$4.56M -$381K -2,895 -8%
AI
78
Atria Investments
North Carolina
$4.43M +$2.15M +16,294 +94%
SFCL
79
Strengthening Families & Communities LLC
Massachusetts
$4.33M +$292K +2,215 +7%
KMWM
80
Keudell/Morrison Wealth Management
Oregon
$4.29M +$48.7K +370 +1%
TFCP
81
Twin Focus Capital Partners
Massachusetts
$4.22M -$14.5K -110 -0.3%
Thrivent Financial for Lutherans
82
Thrivent Financial for Lutherans
Minnesota
$4.13M +$1.19M +9,067 +41%
HCM
83
Hollencrest Capital Management
California
$4.11M +$17.6K +134 +0.4%
PA
84
Parallel Advisors
California
$4.04M +$451K +3,428 +13%
CF
85
Centaurus Financial
California
$4.04M +$59K +448 +1%
AIM
86
Anchor Investment Management
South Carolina
$4M +$157K +1,191 +4%
FSC
87
Full Sail Capital
Oklahoma
$3.99M -$114K -863 -3%
Mercer Global Advisors
88
Mercer Global Advisors
Colorado
$3.97M -$25.2K -191 -0.6%
EWA
89
Evolution Wealth Advisors
Florida
$3.96M -$17.8K -135 -0.4%
CC
90
Callan Capital
California
$3.95M -$49K -372 -1%
RH
91
RFG Holdings
Texas
$3.93M -$5.3M -40,236 -57%
ACA
92
Atlas Capital Advisors
Wyoming
$3.88M -$321K -2,436 -8%
PWM
93
Praetorian Wealth Management
California
$3.86M +$505K +3,832 +15%
KAS
94
Kestra Advisory Services
Texas
$3.86M +$116K +884 +3%
Lido Advisors
95
Lido Advisors
California
$3.83M +$378K +2,873 +11%
BCI
96
Brinker Capital Investments
Pennsylvania
$3.82M -$787K -5,975 -17%
OPS
97
Orion Portfolio Solutions
Nebraska
$3.82M -$787K -5,975 -17%
YIH
98
Y-Intercept (HK)
Hong Kong
$3.82M +$3.59M +27,280 +1,594%
GBT
99
Grove Bank & Trust
Florida
$3.78M +$577K +4,383 +18%
CAM
100
Cresset Asset Management
Illinois
$3.78M +$1.02M +7,776 +37%
2 3
4
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