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Vanguard Energy ETF
VDE

Overview Fund Activity

203 hedge funds and large institutions have $1.74B invested in Vanguard Energy ETF in 2015 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 69 increasing their positions, 59 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+1
Holders Change %
+0.5%
% of All Funds
5.47%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.22%
New
23
Increased
69
Reduced
59
Closed
19
Calls
$2.4M
Puts
$3.63M
Net Calls
-$1.23M
Net Calls Change
+$1.28M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$158M
2
MAA
Managed Account Advisors
New Jersey
$442M
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$89.7M
4
SIA
Spruce Investment Advisors
Connecticut
$26.3M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$13.9M

Top Sellers

1
RCS
Retirement Capital Strategies
California
$0
2
Morgan Stanley
Morgan Stanley
New York
$54.2M
3
FMLI
Fukoku Mutual Life Insurance
Japan
$513K
4
W
Wealthfront
California
$26.2M
5
RMC
Regis Management Company
California
$15.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
DI
126
Diligent Investors
California
$232K -$15.2K -144 -6%
JIC
127
Joel Isaacson & Co
New York
$230K -$64.1K -600 -22%
GC
128
Gibson Capital
Pennsylvania
$227K – – –
SIA
129
Starfire Investment Advisers
Michigan
$225K -$8.56K -80 -4%
CFA
130
Carroll Financial Associates
North Carolina
$222K +$23.9K +223 +12%
WCWM
131
Wooster Corthell Wealth Management
Connecticut
$218K – – –
US Bancorp
132
US Bancorp
Minnesota
$205K – – –
TH
133
Timber Hill
Connecticut
$205K +$205K +1,917 New
SCM
134
Southport Capital Management
Tennessee
$203K – – –
LA
135
LVW Advisors
New York
$201K -$10K -94 -5%
JWA
136
JFS Wealth Advisors
Pennsylvania
$195K – – –
CFA
137
CT Financial Advisors
Pennsylvania
$177K – – –
LIA
138
LS Investment Advisors
Michigan
$176K -$32K -300 -15%
NFG
139
Next Financial Group
Texas
$167K -$11.8K -111 -7%
WTC
140
WhitTier Trust Company
Nevada
$167K – – –
KCM
141
Karp Capital Management
California
$155K – – –
AA
142
Advisory Alpha
Michigan
$145K +$145K +1,353 New
VNA
143
Valley National Advisers
Pennsylvania
$138K -$8.33K -78 -6%
TWA
144
TCI Wealth Advisors
Arizona
$130K +$42K +391 +48%
AF
145
Allworth Financial
California
$113K – – –
HPBT
146
High Point Bank & Trust
North Carolina
$107K – – –
WA
147
WFG Advisors
Texas
$105K -$11.7K -110 -10%
BCP
148
Blue Chip Partners
Michigan
$102K – – –
CMO
149
Covenant Multifamily Offices
Texas
$100K +$100K +938 New
WT
150
Whittier Trust
California
$97K +$74.6K +700 +333%
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6
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