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Vanguard Energy ETF
VDE

Overview Fund Activity

627 hedge funds and large institutions have $3.05B invested in Vanguard Energy ETF in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 226 increasing their positions, 199 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
627
Holders Change
+6
Holders Change %
+0.97%
% of All Funds
9.09%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.28%
New
70
Increased
226
Reduced
199
Closed
57
Calls
$15.3M
Puts
$2.75M
Net Calls
+$12.6M
Net Calls Change
+$1.94M

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$176M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$92.5M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$37.3M
4
PP
Prudential plc
United Kingdom
$17.5M
5
GG
Greenwood Gearhart
Arkansas
$13.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$219M
2
UBS Group
UBS Group
Switzerland
$218M
3
Bank of America
Bank of America
North Carolina
$321M
4
MM
Main Management
California
$22M
5
CSPIA
Cary Street Partners Investment Advisory
Virginia
$388K
Name Holding Trade Value Shares
Change 		Shares
Change %
DFG
126
Delta Financial Group
New Jersey
$2.88M +$98.9K +751 +4%
SAS
127
SMI Advisory Services
Indiana
$2.82M +$2.82M +20,733 New
FFL
128
Financial Freedom LLC
Ohio
$2.8M +$24.2K +184 +0.9%
VA
129
Valmark Advisers
Ohio
$2.69M +$132K +999 +5%
HA
130
HC Advisors
Georgia
$2.69M +$591K +4,490 +28%
CWM
131
Congress Wealth Management
Massachusetts
$2.69M -$1.15M -8,720 -30%
SIC
132
Salem Investment Counselors
North Carolina
$2.69M -$104K -790 -4%
IAP
133
Indie Asset Partners
Indiana
$2.64M -$9.88K -75 -0.4%
LGA
134
Lebenthal Global Advisors
New York
$2.64M -$1.67M -12,677 -39%
AFS
135
Axiom Financial Strategies
Indiana
$2.58M -$31.7K -241 -1%
CA
136
CoreCap Advisors
Michigan
$2.55M -$1.42M -10,789 -36%
SWP
137
Stratos Wealth Partners
Ohio
$2.52M +$193K +1,465 +8%
NSAM
138
North Star Asset Management
Wisconsin
$2.51M +$11.2K +85 +0.4%
PNC
139
Park National Corp
Ohio
$2.48M -$248K -1,885 -9%
CIA
140
Concurrent Investment Advisors
Florida
$2.44M -$497K -3,777 -17%
NF
141
Nvest Financial
New Hampshire
$2.43M +$41K +311 +2%
BJL
142
Brighton Jones LLC
Washington
$2.41M +$17.6K +134 +0.7%
RMC
143
Regis Management Company
California
$2.4M +$1.45K +11 +0.1%
RFM
144
Royal Fund Management
Florida
$2.37M +$306K +2,317 +15%
Mariner
145
Mariner
Kansas
$2.32M +$173K +1,311 +8%
CWA
146
Capital Wealth Alliance
Arizona
$2.26M +$1.46M +11,074 +182%
WA
147
WBH Advisory
Maryland
$2.25M -$18.2K -138 -0.8%
SC
148
Sinecera Capital
Texas
$2.21M -$332K -2,431 -13%
MWM
149
Mittelman Wealth Management
Massachusetts
$2.19M +$2.19M +16,658 New
MPCL
150
My Personal CFO LLC
Washington
$2.13M +$66.5K +505 +3%
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