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Vanguard Energy ETF
VDE

Overview Fund Activity

245 hedge funds and large institutions have $1.18B invested in Vanguard Energy ETF in 2016 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 87 increasing their positions, 76 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
–
Holders Change %
0%
% of All Funds
6.55%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.21%
New
27
Increased
87
Reduced
76
Closed
22
Calls
$5.18M
Puts
$3.24M
Net Calls
+$1.94M
Net Calls Change
+$539K

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$122M
2
NCM
Northside Capital Management
Oregon
$12.5M
3
W
Wealthfront
California
$63.4M
4
Morgan Stanley
Morgan Stanley
New York
$57.3M
5
TRCT
Tower Research Capital (TRC)
New York
$6.88M

Top Sellers

1
UBS AM
UBS AM
Illinois
$0
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$13M
3
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$0
4
CPO
Cerity Partners OCIO
New York
$756K
5
Creative Planning
Creative Planning
Kansas
$180M
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
126
Suntrust Banks
Georgia
$546K +$546K +5,603 New
BRWA
127
B. Riley Wealth Advisors
Florida
$545K -$3.63K -56 -0.7%
IA
128
IFP Advisors
Florida
$520K +$27K +276 +5%
SHCM
129
Stokes & Hubbell Capital Management
Louisiana
$519K +$98 +1 +0%
EA
130
Efficient Advisors
Ohio
$518K +$11.8K +121 +2%
FTS
131
Fifth Third Securities
Ohio
$513K +$65.2K +668 +15%
KA
132
Kovack Advisors
Florida
$485K +$21.4K +219 +5%
CT
133
Coastline Trust
Rhode Island
$485K +$30.3K +310 +7%
CWM
134
Concert Wealth Management
California
$475K +$7.36K +75 +2%
NFG
135
Next Financial Group
Texas
$474K +$286K +2,927 +152%
LFG
136
LifePlan Financial Group
Ohio
$472K +$14.9K +153 +3%
JPMorgan Chase & Co
137
JPMorgan Chase & Co
New York
$448K +$262K +2,687 +141%
OWD
138
Osborn Williams & Donohoe
Ohio
$430K +$1.46K +15 +0.3%
CFA
139
CT Financial Advisors
Pennsylvania
$429K -$19K -194 -4%
AIM
140
Allen Investment Management
New York
$409K -$445K -4,557 -52%
WP
141
WealthSource Partners
California
$399K +$7.52K +77 +2%
MNA
142
Manning & Napier Advisors
New York
$385K -$338K – –
DADC
143
D.A. Davidson & Co
Montana
$384K +$344K +3,522 +849%
CHJWM
144
Carlton Hofferkamp & Jenks Wealth Management
Texas
$381K – – –
BAAM
145
Baker Avenue Asset Management
California
$366K -$221K -2,262 -38%
GT
146
Glenmede Trust
Pennsylvania
$352K +$585 +6 +0.2%
SB
147
Simmons Bank
Arkansas
$335K -$17.1K -175 -5%
CIC
148
Cutler Investment Counsel
Oregon
$331K +$17.9K +183 +6%
PAS
149
Partnervest Advisory Services
California
$329K +$49K +502 +18%
FT
150
Fiduciary Trust
Massachusetts
$317K -$127K -1,300 -29%
4 5
6
7 8