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Vanguard Energy ETF
VDE

Overview Fund Activity

316 hedge funds and large institutions have $1.42B invested in Vanguard Energy ETF in 2017 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 97 increasing their positions, 89 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
+48
Holders Change %
+17.91%
% of All Funds
7.18%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.27%
New
73
Increased
97
Reduced
89
Closed
25
Calls
$9.56M
Puts
$3.25M
Net Calls
+$6.32M
Net Calls Change
+$5.94M

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$157M
2
ACI
AMP Capital Investors
Australia
$74.1M
3
W
Wealthfront
California
$178M
4
UBS Group
UBS Group
Switzerland
$84.8M
5
SIC
Starr International Company
Switzerland
$5.82M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$188M
2
Bank of America
Bank of America
North Carolina
$72.7M
3
CI
Conning Inc
Connecticut
$0
4
AA
Advisory Alpha
Michigan
$0
5
ADL
Asset Dedication LLC
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KAH
151
Kathryn A. Hall
$457K -$792K -8,000 -63%
BCP
152
Berkeley Capital Partners
Georgia
$456K -$39.2K -397 -8%
AIM
153
Allen Investment Management
New York
$442K – – –
CWM
154
Cornerstone Wealth Management
Missouri
$429K +$19.4K +191 +5%
VFA
155
Voya Financial Advisors
Connecticut
$408K -$71.8K -723 -15%
MPWT
156
MassMutual Private Wealth & Trust
Connecticut
$395K +$97.6K +986 +33%
CHJWM
157
Carlton Hofferkamp & Jenks Wealth Management
Texas
$386K – – –
AAM
158
Autus Asset Management
Arizona
$385K +$21.4K +216 +6%
EAM
159
Evanson Asset Management
California
$374K -$5.84K -59 -2%
WLIM
160
White Lighthouse Investment Management
Massachusetts
$373K +$373K +3,771 New
S
161
SignatureFD
Georgia
$367K +$6.52K +66 +2%
FA
162
FDx Advisors
Illinois
$363K +$58.3K +590 +19%
SWP
163
Stratos Wealth Partners
Ohio
$358K -$571K -5,759 -61%
IFWM
164
Institute for Wealth Management
Colorado
$355K +$355K +3,371 New
NWS
165
Newport Wealth Strategies
California
$355K +$355K +3,480 New
MGIA
166
Matthew Goff Investment Advisor
Texas
$346K – – –
BTS
167
BB&T Securities
Virginia
$346K +$31K +314 +10%
FCBT
168
First Citizens Bank & Trust
North Carolina
$346K +$346K +3,500 New
BFS
169
Bradley Foster & Sargent
Connecticut
$340K – – –
ZF
170
Zhang Financial
Michigan
$334K +$23.1K +224 +7%
IA
171
IFP Advisors
Florida
$333K -$31K -313 -9%
EDRH
172
Edmond de Rothschild Holding
Switzerland
$330K +$206K +2,080 +166%
SSWM
173
Smith Salley Wealth Management
North Carolina
$323K -$269K -2,719 -45%
PPCM
174
Pillar Pacific Capital Management
California
$321K -$5.74K -58 -2%
GLA
175
Good Life Advisors
Pennsylvania
$320K -$26K -253 -8%
5 6
7
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