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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 %
AC
151
Alexandria Capital
Virginia
$85K +$63.2K +581 +291%
WA
152
Waverly Advisors
Alabama
$84K +$73.1K +670 +670%
RIA
153
Regal Investment Advisors
Michigan
$78K -$25.6K -234 -25%
WP
154
WealthPLAN Partners
Nebraska
$68K +$68K +624 New
HNB
155
Huntington National Bank
Ohio
$64K +$64K +582 New
SIA
156
Stancorp Investment Advisers
Oregon
$63K – – –
RBC
157
Roble Belko & Company
Pennsylvania
$57K +$57K +525 New
FWM
158
Focused Wealth Management
New York
$54K +$23.9K +220 +79%
BFEC
159
Benjamin F. Edwards & Company
Missouri
$52K +$8.02K +74 +18%
MA
160
MUFG Americas
New York
$48K – – –
TCOV
161
Trust Company of Vermont
Vermont
$45K -$1.51K -14 -3%
LFR
162
Lehman Financial Resources
Pennsylvania
$44K +$11K +100 +33%
MWP
163
MYCIO Wealth Partners
Pennsylvania
$41K – – –
TFA
164
Transamerica Financial Advisors
Florida
$40K +$40K +362 New
BRWM
165
B. Riley Wealth Management
Tennessee
$37K +$24K +225 +184%
Manulife (Manufacturers Life Insurance)
166
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$36.5K -$26.8K -245,339 -42%
FMII
167
Farmers & Merchants Investments Inc
Nebraska
$34K +$34K +315 New
NEAM
168
New England Asset Management
Connecticut
$33K +$33K +300 New
WEC
169
Winslow Evans & Crocker
Massachusetts
$32.5K -$10.9K -100 -25%
VIA
170
Vantage Investment Advisors
Pennsylvania
$32K +$14.6K +133 +84%
CDIA
171
Capital Directions Investment Advisors
Georgia
$29K – – –
PCM
172
Parsons Capital Management
Rhode Island
$29K +$29K +265 New
Canada Life
173
Canada Life
Manitoba, Canada
$27K +$16.2K +150 +150%
FNBSF
174
First National Bank Sioux Falls
South Dakota
$27K +$27K +250 New
EWM
175
Evercore Wealth Management
New York
$27K +$27K +250 New
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7
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