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Vanguard Energy ETF
VDE

Overview Fund Activity

622 hedge funds and large institutions have $2.85B invested in Vanguard Energy ETF in 2024 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 196 increasing their positions, 217 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
622
Holders Change
-5
Holders Change %
-0.8%
% of All Funds
9.05%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.23%
New
54
Increased
196
Reduced
217
Closed
50
Calls
$11.5M
Puts
$1.3M
Net Calls
+$10.2M
Net Calls Change
-$2.32M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$126M
2
MHS
M Holdings Securities
Oregon
$7.46M
3
PCH
PGIM Custom Harvest
New Jersey
$36.3M
4
LPL Financial
LPL Financial
California
$69.1M
5
GS
GTS Securities
New York
$5.48M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$180M
2
PP
Prudential plc
United Kingdom
$0
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$0
4
Morgan Stanley
Morgan Stanley
New York
$203M
5
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$160M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
126
Stratos Wealth Partners
Ohio
$2.71M +$263K +2,063 +11%
VA
127
Valmark Advisers
Ohio
$2.7M +$91.6K +718 +4%
Mariner
128
Mariner
Kansas
$2.67M +$422K +3,310 +19%
FFL
129
Financial Freedom LLC
Ohio
$2.67M -$41K -321 -2%
HA
130
HC Advisors
Georgia
$2.62M +$16.6K +130 +0.6%
SIC
131
Salem Investment Counselors
North Carolina
$2.6M -$8.57K -67 -0.3%
CA
132
CoreCap Advisors
Michigan
$2.53M +$66.6K +522 +3%
AFS
133
Axiom Financial Strategies
Indiana
$2.51M +$12.9K +101 +0.5%
IAP
134
Indie Asset Partners
Indiana
$2.44M -$124K -975 -5%
NSAM
135
North Star Asset Management
Wisconsin
$2.43M -$638 -5 -0%
CWM
136
Congress Wealth Management
Massachusetts
$2.41M -$191K -1,500 -7%
BJL
137
Brighton Jones LLC
Washington
$2.33M – – –
Jane Street
138
Jane Street
New York
$2.31M +$2.31M +18,085 New
RMC
139
Regis Management Company
California
$2.3M -$21K -165 -0.9%
NF
140
Nvest Financial
New Hampshire
$2.28M -$66.3K -520 -3%
GBT
141
Grove Bank & Trust
Florida
$2.22M -$1.45M -11,359 -40%
PNC
142
Park National Corp
Ohio
$2.18M -$223K -1,745 -9%
WA
143
WBH Advisory
Maryland
$2.16M -$17K -133 -0.8%
SC
144
Sinecera Capital
Texas
$2.14M +$24K +183 +1%
MWM
145
Mittelman Wealth Management
Massachusetts
$2.13M – – –
MPCL
146
My Personal CFO LLC
Washington
$2.08M +$11K +86 +0.5%
CIA
147
Concurrent Investment Advisors
Florida
$2.08M -$288K -2,260 -12%
RFM
148
Royal Fund Management
Florida
$2.07M -$245K -1,903 -11%
SAS
149
SMI Advisory Services
Indiana
$2.06M -$517K -4,153 -20%
BEAM
150
Baker Ellis Asset Management
Washington
$2.05M +$158K +1,240 +8%
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