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Vanguard Energy ETF
VDE

Overview Fund Activity

245 hedge funds and large institutions have $1.18B invested in Vanguard Energy ETF in 2016 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 87 increasing their positions, 76 reducing their positions, and 22 closing their positions.

Holders
245
Holders Change
–
Holders Change %
0%
% of All Funds
6.55%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.21%
New
27
Increased
87
Reduced
76
Closed
22
Calls
$5.18M
Puts
$3.24M
Net Calls
+$1.94M
Net Calls Change
+$539K

Top Buyers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$122M
2
NCM
2
Northside Capital Management
Oregon
$12.5M
3
W
3
Wealthfront
California
$63.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$57.3M
5
TRCT
5
Tower Research Capital (TRC)
New York
$6.88M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$0
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$13M
3
Zurich Cantonal Bank
3
Zurich Cantonal Bank
Switzerland
$0
4
CPO
4
Cerity Partners OCIO
New York
$756K
5
Creative Planning
5
Creative Planning
Kansas
$180M
Name Market Value Shares Shares
Change 		Shares
Change %
AA
151
Advisory Alpha
Michigan
$316K 3,232 +526 +19%
IA
152
IndexIQ Advisors
New York
$311K 3,188 +2,301 +259%
EGA
153
Eagle Global Advisors
Texas
$305K 3,125 – –
BTS
154
BB&T Securities
Virginia
$302K 3,101 -707 -19%
DAS
155
Dynamic Advisor Solutions
Arizona
$300K 3,073 +292 +10%
RMAM
156
Raab & Moskowitz Asset Management
New Jersey
$282K 2,889 +2,889 New
DI
157
Diligent Investors
California
$266K 2,715 +1 +0%
BWP
158
Baldwin Wealth Partners
Massachusetts
$260K 2,660 – –
LIM
159
Leavell Investment Management
Alabama
$256K 2,625 – –
BCCM
160
Bridge Creek Capital Management
Massachusetts
$256K 2,620 +2,620 New
JFA
161
Johanson Financial Advisors
California
$249K 2,551 +169 +7%
NFC
162
Northeast Financial Consultants
Connecticut
$244K 2,500 -900 -26%
HNB
163
Huntington National Bank
Ohio
$242K 2,166 +2,166 New
CWM
164
Cornerstone Wealth Management
Missouri
$240K 2,498 +2,498 New
Baird Financial Group
165
Baird Financial Group
Wisconsin
$238K 2,438 -141 -5%
BPCE
166
Bank Pictet & Cie (Europe)
Germany
$232K 2,370 – –
Chevy Chase Trust
167
Chevy Chase Trust
Maryland
$230K 2,354 -3,537 -60%
PPCM
168
Pillar Pacific Capital Management
California
$227K 2,324 -204 -8%
IH
169
IFC Holdings
Florida
$226K 2,299 -68 -3%
ASN
170
Advisory Services Network
Georgia
$217K 2,223 – –
JIC
171
Joel Isaacson & Co
New York
$210K 2,154 – –
FC
172
FCA Corp
Texas
$208K 2,130 – –
SIA
173
Starfire Investment Advisers
Michigan
$208K 2,125 +2,125 New
AI
174
Atria Investments
North Carolina
$207K 2,114 +2,114 New
GWS
175
Glassman Wealth Services
Virginia
$180K 1,839 +139 +8%
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7
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