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Vanguard Energy ETF
VDE

Overview Fund Activity

232 hedge funds and large institutions have $1.02B invested in Vanguard Energy ETF in 2016 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 76 increasing their positions, 75 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
-1
Holders Change %
-0.43%
% of All Funds
6.19%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.16%
New
40
Increased
76
Reduced
75
Closed
36
Calls
$3.93M
Puts
$3.76M
Net Calls
+$164K
Net Calls Change
-$781K

Top Buyers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$72.1M
2
Creative Planning
Creative Planning
Kansas
$166M
3
MMA
Miracle Mile Advisors
California
$8.52M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$16.2M
5
LPL Financial
LPL Financial
California
$36.5M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$127M
2
W
Wealthfront
California
$47.1M
3
MM
Main Management
California
$0
4
RMC
Regis Management Company
California
$13.4M
5
UBS Group
UBS Group
Switzerland
$41.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHA
151
Smith Hayes Advisers
Nebraska
$235K +$235K +2,733 New
BCCM
152
Bridge Creek Capital Management
Massachusetts
$231K +$15.5K +180 +7%
DI
153
Diligent Investors
California
$231K +$231K +2,694 New
BWP
154
Baldwin Wealth Partners
Massachusetts
$228K -$59.1K -690 -21%
DAS
155
Dynamic Advisor Solutions
Arizona
$228K +$228K +2,662 New
BC
156
Burney Company
Virginia
$220K +$220K +2,564 New
CWM
157
Cornerstone Wealth Management
Missouri
$219K +$219K +2,399 New
FBNAT
158
FirstMerit Bank N.A. Trustee
Ohio
$212K -$30.4K -355 -13%
WP
159
WealthSource Partners
California
$207K +$207K +2,408 New
ASN
160
Advisory Services Network
Georgia
$204K +$26K +303 +15%
BPCE
161
Bank Pictet & Cie (Europe)
Germany
$203K +$203K +2,370 New
BFPW
162
BOK Financial Private Wealth
Colorado
$201K +$201K +2,346 New
IH
163
IFC Holdings
Florida
$201K +$201K +2,364 New
WIC
164
Woodmont Investment Counsel
Tennessee
$193K -$17.2K -200 -8%
JIC
165
Joel Isaacson & Co
New York
$185K – – –
IA
166
IFP Advisors
Florida
$171K -$209K -2,312 -55%
WTC
167
WhitTier Trust Company
Nevada
$158K -$20.8K -242 -12%
AA
168
Advisory Alpha
Michigan
$154K -$126K -1,463 -45%
GWS
169
Glassman Wealth Services
Virginia
$146K +$146K +1,700 New
VNA
170
Valley National Advisers
Pennsylvania
$140K +$121K +1,415 +640%
NFG
171
Next Financial Group
Texas
$136K +$5.97K +70 +5%
CAL
172
Capital Advisors Ltd
Ohio
$134K +$14.8K +172 +12%
Carson Wealth (CWM LLC)
173
Carson Wealth (CWM LLC)
Nebraska
$116K +$90.1K +1,046 +349%
AF
174
Allworth Financial
California
$115K +$32.7K +381 +40%
TWA
175
TCI Wealth Advisors
Arizona
$108K +$858 +10 +0.8%
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7
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