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

Top Sellers

1
RCS
1
Retirement Capital Strategies
California
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$54.2M
3
FMLI
3
Fukoku Mutual Life Insurance
Japan
$513K
4
W
4
Wealthfront
California
$26.2M
5
RMC
5
Regis Management Company
California
$15.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCG
151
Ruggie Capital Group
Florida
$85K +$77.5K +725 +1,036%
Bank of Montreal
152
Bank of Montreal
Ontario, Canada
$84K -$43.4K -404 -34%
RIA
153
Regal Investment Advisors
Michigan
$74K -$1.81K -17 -2%
PG
154
Patten Group
Tennessee
$70.9K +$70.9K +663 New
FWM
155
Focused Wealth Management
New York
$66K +$13.2K +124 +25%
HNB
156
Huntington National Bank
Ohio
$62K -$64K -582 Closed
RBC
157
Roble Belko & Company
Pennsylvania
$56K – – –
DADC
158
D.A. Davidson & Co
Montana
$53K +$53K +499 New
BFEC
159
Benjamin F. Edwards & Company
Missouri
$51K – – –
WP
160
WealthPLAN Partners
Nebraska
$49K -$17.5K -164 -26%
MA
161
MUFG Americas
New York
$47K – – –
WA
162
Waverly Advisors
Alabama
$45K -$37.5K -350 -45%
TFA
163
Transamerica Financial Advisors
Florida
$44K +$4.96K +46 +13%
BCA
164
Bray Capital Advisors
Florida
$42K +$42K +392 New
FNBSF
165
First National Bank Sioux Falls
South Dakota
$41K +$14.5K +137 +55%
MWP
166
MYCIO Wealth Partners
Pennsylvania
$40K – – –
Manulife (Manufacturers Life Insurance)
167
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$38.4K +$2.76K +25,783 +8%
BRWM
168
B. Riley Wealth Management
Tennessee
$37K – – –
FMII
169
Farmers & Merchants Investments Inc
Nebraska
$34K – – –
MAS
170
Madden Advisory Services
Florida
$34K +$34K +325 New
LFR
171
Lehman Financial Resources
Pennsylvania
$32K -$10.7K -100 -25%
WEC
172
Winslow Evans & Crocker
Massachusetts
$31.8K – – –
FANJ
173
Financial Architects (New Jersey)
New Jersey
$31K +$9.4K +87 +44%
EWM
174
Evercore Wealth Management
New York
$27K – – –
Canada Life
175
Canada Life
Manitoba, Canada
$27K – – –
5 6
7
8 9