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Vanguard Energy ETF
VDE

Overview Fund Activity

202 hedge funds and large institutions have $1.44B invested in Vanguard Energy ETF in 2015 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 79 increasing their positions, 40 reducing their positions, and 28 closing their positions.

Holders
202
Holders Change
+11
Holders Change %
+5.76%
% of All Funds
5.39%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.19%
New
42
Increased
79
Reduced
40
Closed
28
Calls
$3.63M
Puts
$6.14M
Net Calls
-$2.51M
Net Calls Change
+$737K

Top Buyers

1
MAA
1
Managed Account Advisors
New Jersey
$315M
2
Bank of America
2
Bank of America
North Carolina
$354M
3
Morgan Stanley
3
Morgan Stanley
New York
$65.2M
4
BCMIO
4
Beacon Capital Management Inc (Ohio)
Ohio
$69.5M
5
LPL Financial
5
LPL Financial
California
$17.1M

Top Sellers

1
SCM
1
SCS Capital Management
Massachusetts
$0
2
Deutsche Bank
2
Deutsche Bank
Germany
$0
3
MIS
3
Morningstar Investment Services
Illinois
$0
4
AA
4
Ancora Advisors
Ohio
$6.58M
5
SFM
5
Signature Financial Management
Virginia
$1.01M
Name Market Value Shares Shares
Change 		Shares
Change %
BWP
101
Baldwin Wealth Partners
Massachusetts
$366K 3,350 – –
EFS
102
Edelman Financial Services
Virginia
$362K 3,313 +126 +4%
CCM
103
Covington Capital Management
California
$358K 3,275 +825 +34%
DAS
104
Dynamic Advisor Solutions
Arizona
$339K 3,100 +680 +28%
MA
105
Montag & Associates
Georgia
$338K 3,095 +3,095 New
CC
106
Callan Capital
California
$320K 2,930 – –
GLRA
107
Gerald L. Ray & Associates
Texas
$311K 2,850 +2,850 New
Citadel Advisors
108
Citadel Advisors
Florida
$308K 2,820 +2,820 New
JIC
109
Joel Isaacson & Co
New York
$301K 2,754 +1,554 +130%
TYCC
110
Texas Yale Capital Corp
Florida
$295K 2,700 – –
GWM
111
Gupta Wealth Management
California
$295K 2,695 +2,695 New
CIC
112
Cutler Investment Counsel
Oregon
$292K 2,673 -593 -18%
LIM
113
Leavell Investment Management
Alabama
$290K 2,650 – –
DI
114
Diligent Investors
California
$274K 2,339 +2,339 New
WC
115
Whitnell & Co
Illinois
$274K 2,505 +2,505 New
KA
116
Kovack Advisors
Florida
$269K 2,465 +2,465 New
WIC
117
Woodmont Investment Counsel
Tennessee
$268K 2,450 -75 -3%
CMBA
118
C.M. Bidwell & Associates
Hawaii
$262K 2,400 – –
CWM
119
Concert Wealth Management
California
$260K 6,097 +1,415 +30%
SWP
120
Stratos Wealth Partners
Ohio
$253K 2,335 -277 -11%
NG
121
Northstar Group
New York
$251K 2,300 +100 +5%
SPC
122
Sigma Planning Corp
Michigan
$247K 2,262 +2,262 New
BC
123
Burney Company
Virginia
$242K 2,210 +24 +1%
CT
124
Coastline Trust
Rhode Island
$240K 2,200 +250 +13%
SIA
125
Starfire Investment Advisers
Michigan
$239K 2,185 +2,185 New
3 4
5
6 7