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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.

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

Top Sellers

1
SCM
SCS Capital Management
Massachusetts
$0
2
Deutsche Bank
Deutsche Bank
Germany
$0
3
MIS
Morningstar Investment Services
Illinois
$0
4
AA
Ancora Advisors
Ohio
$6.58M
5
SFM
Signature Financial Management
Virginia
$1.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
126
KeyBank National Association
Ohio
$238K +$5.46K +50 +2%
BFG
127
Bouchey Financial Group
New York
$238K +$238K +2,175 New
GC
128
Gibson Capital
Pennsylvania
$231K – – –
WCWM
129
Wooster Corthell Wealth Management
Connecticut
$223K +$223K +2,040 New
LYV
130
Live Your Vision
Pennsylvania
$219K +$219K +2,000 New
LA
131
LVW Advisors
New York
$216K -$251K -2,297 -54%
LIA
132
LS Investment Advisors
Michigan
$213K – – –
EFS
133
Essex Financial Services
Connecticut
$213K +$213K +1,950 New
US Bancorp
134
US Bancorp
Minnesota
$210K -$10.1K -92 -5%
SCM
135
Southport Capital Management
Tennessee
$208K – – –
CFA
136
Carroll Financial Associates
North Carolina
$202K +$4.04K +37 +2%
JWA
137
JFS Wealth Advisors
Pennsylvania
$199K -$79.1K -725 -28%
NFG
138
Next Financial Group
Texas
$183K +$19K +174 +12%
CFA
139
CT Financial Advisors
Pennsylvania
$180K +$50.5K +462 +39%
WTC
140
WhitTier Trust Company
Nevada
$170K – – –
KCM
141
Karp Capital Management
California
$158K – – –
VNA
142
Valley National Advisers
Pennsylvania
$150K +$71.2K +650 +90%
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$130K +$59K +538 +83%
ZB
144
Zions Bancorporation
Utah
$122K +$122K +1,114 New
WA
145
WFG Advisors
Texas
$120K +$92.8K +846 +341%
AF
146
Allworth Financial
California
$116K +$116K +1,057 New
Simplex Trading
147
Simplex Trading
Illinois
$109K -$131K -1,201 -55%
HPBT
148
High Point Bank & Trust
North Carolina
$109K – – –
BCP
149
Blue Chip Partners
Michigan
$105K – – –
TWA
150
TCI Wealth Advisors
Arizona
$90K +$90K +820 New
4 5
6
7 8