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

Top Sellers

1
RBA
Richard Bernstein Advisors
New York
$0
2
Creative Planning
Creative Planning
Kansas
$168M
3
RVP
Relative Value Partners
Illinois
$0
4
CS
Credit Suisse
Switzerland
$934K
5
RCS
Retirement Capital Strategies
California
$15.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
126
Carroll Financial Associates
North Carolina
$201K +$201K +1,812 New
LNB
127
Ledyard National Bank
$175K +$66.9K +600 +62%
WTC
128
WhitTier Trust Company
Nevada
$174K – – –
NFG
129
Next Financial Group
Texas
$168K -$37.3K -334 -18%
KCM
130
Karp Capital Management
California
$162K +$162K +1,450 New
JIC
131
Joel Isaacson & Co
New York
$134K – – –
CFA
132
CT Financial Advisors
Pennsylvania
$133K +$133K +1,189 New
BBHC
133
Brown Brothers Harriman & Co
New York
$113K – – –
HPBT
134
High Point Bank & Trust
North Carolina
$112K – – –
PI
135
Placemark Investments
Illinois
$109K -$137K -1,228 -56%
ANBT
136
American National Bank & Trust
Texas
$107K – – –
BCP
137
Blue Chip Partners
Michigan
$107K +$107K +958 New
RIA
138
Regal Investment Advisors
Michigan
$106K -$39.4K -352 -27%
VNA
139
Valley National Advisers
Pennsylvania
$91K +$91K +720 New
Bank of Montreal
140
Bank of Montreal
Ontario, Canada
$72K +$12.2K +110 +20%
HNB
141
Huntington National Bank
Ohio
$65K – – –
SIA
142
Stancorp Investment Advisers
Oregon
$65K +$65K +579 New
Manulife (Manufacturers Life Insurance)
143
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$64.6K +$38K +340,779 +143%
FA
144
Financial Advantage
Maryland
$62K +$62K +552 New
NES
145
New England Securities
New York
$59K -$14K -125 -19%
GWCM
146
Godshalk Welsh Capital Management
Pennsylvania
$57K +$57K +510 New
MA
147
MUFG Americas
New York
$49K – – –
CTC
148
Central Trust Company
Missouri
$48K +$28.6K +257 +147%
TCOV
149
Trust Company of Vermont
Vermont
$48K +$48K +430 New
BFEC
150
Benjamin F. Edwards & Company
Missouri
$45K +$10.4K +94 +30%
4 5
6
7 8