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Vanguard Energy ETF
VDE

Overview Fund Activity

331 hedge funds and large institutions have $1.2B invested in Vanguard Energy ETF in 2019 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 95 increasing their positions, 118 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
+7
Holders Change %
+2.16%
% of All Funds
7.18%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.15%
New
53
Increased
95
Reduced
118
Closed
38
Calls
$10.9M
Puts
$15.5M
Net Calls
-$4.67M
Net Calls Change
-$4.88M

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$124M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$23.7M
3
RMC
Regis Management Company
California
+$19.3M
4
AIC
Ameritas Investment Company
Nebraska
+$5.61M
5
SIC
Starr International Company
Switzerland
+$5.01M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$142M
2
Wealthfront Advisers
Wealthfront Advisers
California
-$43.8M
3
Bank of America
Bank of America
North Carolina
-$26.3M
4
Creative Planning
Creative Planning
Kansas
-$19.4M
5
FCH
Freestone Capital Holdings
Washington
-$8.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
Brown Advisory
151
Brown Advisory
Maryland
$437K +$21K +235 +5%
NFC
152
Northeast Financial Consultants
Connecticut
$432K +$432K +2,972 New
Mercer Global Advisors
153
Mercer Global Advisors
Colorado
$413K +$413K +4,624 New
SS
154
Simplicity Solutions
Minnesota
$406K -$52K -582 -11%
GWM
155
Geneos Wealth Management
Colorado
$406K -$803 -9 -0.2%
AIM
156
Allen Investment Management
New York
$399K – – –
DADC
157
D.A. Davidson & Co
Montana
$399K +$157K +1,969 +65%
AWM
158
AE Wealth Management
Kansas
$395K +$11.3K +126 +3%
MAFM
159
Mid Atlantic Financial Management
Pennsylvania
$388K -$9.29K -104 -2%
PPCM
160
Pillar Pacific Capital Management
California
$377K -$7.16K -80 -2%
EAM
161
Evanson Asset Management
California
$371K – – –
AWM
162
Altium Wealth Management
New York
$367K -$31.7K -355 -8%
Citadel Advisors
163
Citadel Advisors
Florida
$365K +$365K +4,080 New
WAM
164
Wealthspire Advisors (Maryland)
Maryland
$364K -$84.9K -949 -19%
SCA
165
Snowden Capital Advisors
New York
$357K -$26.7K -299 -7%
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$347K +$109K +1,440 +46%
VFA
167
Voya Financial Advisors
Connecticut
$343K +$25.4K +284 +8%
RCG
168
Ruggie Capital Group
Florida
$342K -$105K -1,173 -23%
MFW
169
Meristem Family Wealth
Minnesota
$338K – – –
PD
170
Planning Directions
Pennsylvania
$338K +$2.06K +23 +0.6%
AWA
171
Arete Wealth Advisors
Illinois
$338K +$338K +3,785 New
PWP
172
Principle Wealth Partners
Connecticut
$332K +$37.5K +420 +13%
SNBOSCI
173
Security National Bank of Sioux City Iowa
Iowa
$318K -$3.43M -38,430 -92%
CC
174
Courier Capital
New York
$311K – – –
AF
175
Advisornet Financial
Minnesota
$309K -$442K -4,940 -59%
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