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Vanguard Energy ETF
VDE

Overview Fund Activity

290 hedge funds and large institutions have $697M invested in Vanguard Energy ETF in 2020 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 93 increasing their positions, 100 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
-16
Holders Change %
-5.23%
% of All Funds
5.87%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.06%
New
30
Increased
93
Reduced
100
Closed
43
Calls
$4.86M
Puts
$4.66M
Net Calls
+$202K
Net Calls Change
-$833K

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
$86.9M
2
Goldman Sachs
Goldman Sachs
New York
$20.2M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$8.17M
4
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$84.4M
5
Wells Fargo
Wells Fargo
California
$19.3M

Top Sellers

1
BO
BRR OpCo
Ohio
$0
2
UBS Group
UBS Group
Switzerland
$25.8M
3
Bank of America
Bank of America
North Carolina
$55.1M
4
Vanguard Group
Vanguard Group
Pennsylvania
$637K
5
MAM
Marotta Asset Management
Virginia
$5.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
TP
151
Tranquility Partners
Tennessee
$231K -$18.5K -460 -7%
MAFM
152
Mid Atlantic Financial Management
Pennsylvania
$230K +$18.1K +405 +9%
FI
153
FormulaFolio Investments
Michigan
$225K -$29.9K -742 -12%
NHC
154
Nicholas Hoffman & Company
Georgia
$215K +$215K +5,345 New
CFFP
155
Center for Financial Planning
Michigan
$211K -$2.91K -72 -1%
CA
156
Cambridge Advisors
Nebraska
$209K -$11.9K -295 -5%
HSA
157
HBK Sorce Advisory
Pennsylvania
$208K – – –
RJT
158
Raymond James Trust
Florida
$202K +$202K +5,010 New
VIM
159
Vista Investment Management
Pennsylvania
$201K +$201K +4,987 New
FPFS
160
First Personal Financial Services
North Carolina
$191K -$21.3K -528 -10%
DI
161
Disciplined Investments
Oklahoma
$191K +$2.3K +57 +1%
CF
162
Centaurus Financial
California
$187K -$72.7K -1,805 -28%
SPIA
163
Steward Partners Investment Advisory
New York
$176K +$80.8K +2,000 +85%
BAM
164
Belpointe Asset Management
Nevada
$167K +$7.83K +194 +5%
BW
165
Bison Wealth
Georgia
$164K +$40 +1 +0%
IRAG
166
Investment Research & Advisory Group
Georgia
$160K – – –
FP
167
Financial Perspectives
Minnesota
$152K -$93.4K -2,316 -38%
ACA
168
Aptus Capital Advisors
Alabama
$136K +$31K +770 +30%
MD
169
Money Design
Japan
$125K +$118K +2,927 +1,742%
Rockefeller Capital Management
170
Rockefeller Capital Management
New York
$112K -$155K -3,863 -58%
FCM
171
Firestone Capital Management
Florida
$110K +$161 +4 +0.1%
BCA
172
Bray Capital Advisors
Florida
$107K -$129K -3,195 -55%
PK
173
Pflug Koory
Nebraska
$97K +$48.5K +1,200 +100%
LWANC
174
Laurel Wealth Advisors (North Carolina)
North Carolina
$89K -$9.62K -240 -10%
MPCG
175
Matrix Private Capital Group
New York
$89K – – –
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7
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