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Vanguard Energy ETF
VDE

Overview Fund Activity

563 hedge funds and large institutions have $2.42B invested in Vanguard Energy ETF in 2023 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 179 increasing their positions, 216 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
-32
Holders Change %
-5.38%
% of All Funds
9.01%
Holding in Top 10
12
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-47.83%
% of All Funds
0.19%
New
49
Increased
179
Reduced
216
Closed
60
Calls
$16.3M
Puts
$5.36M
Net Calls
+$10.9M
Net Calls Change
+$7M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$145M
2
SCM
2
SCS Capital Management
Massachusetts
$34M
3
CI
3
CX Institutional
Indiana
$15.9M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$5.8M
5
SS
5
Simplicity Solutions
Minnesota
$4.94M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$319M
2
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$3.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$32.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$187M
5
Goldman Sachs
5
Goldman Sachs
New York
$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
151
B. Riley Wealth Advisors
Florida
$1.66M +$154K +1,351 +10%
GBT
152
Grove Bank & Trust
Florida
$1.65M -$144K -1,257 -8%
CRI
153
Colonial River Investments
Virginia
$1.64M -$884K -7,741 -35%
RSWM
154
Robertson Stephens Wealth Management
California
$1.58M +$228 +2 +0%
TCOO
155
Trust Company of Oklahoma
Oklahoma
$1.57M -$54.7K -479 -3%
FFWA
156
FRG Family Wealth Advisors
Washington
$1.53M +$331K +2,895 +28%
NYLIM
157
New York Life Investment Management
New York
$1.52M -$127K -1,114 -8%
SWM
158
Sugarloaf Wealth Management
Georgia
$1.51M +$277K +2,422 +22%
NF
159
Nvest Financial
New Hampshire
$1.51M +$25.9K +227 +2%
Fisher Asset Management
160
Fisher Asset Management
Washington
$1.5M +$54.7K +479 +4%
MFAM
161
M Financial Asset Management
Oregon
$1.48M – – –
BFS
162
Bard Financial Services
Connecticut
$1.48M – – –
OC
163
Oppenheimer & Co
New York
$1.48M -$87.3K -764 -6%
GSIS
164
Global Strategic Investment Solutions
Arizona
$1.46M – – –
IA
165
Insight Advisors
Pennsylvania
$1.45M +$33.8K +296 +2%
EWA
166
Evolution Wealth Advisors
Florida
$1.45M +$13.1K +115 +0.9%
MWM
167
Moran Wealth Management
Florida
$1.43M +$4.8K +42 +0.3%
LNC
168
Lincoln National Corp
Pennsylvania
$1.42M +$8.68K +76 +0.6%
LBC
169
Lowe Brockenbrough & Co
Virginia
$1.4M -$268K -2,345 -16%
SG
170
Sharper & Granite
California
$1.39M -$34.5K -302 -2%
CFG
171
Citizens Financial Group
Rhode Island
$1.38M +$6.85K +60 +0.5%
PFM
172
Phillips Financial Management
Indiana
$1.38M +$43.1K +377 +3%
EAM
173
Evanson Asset Management
California
$1.37M +$571 +5 +0%
Bank of New York Mellon
174
Bank of New York Mellon
New York
$1.31M -$84.9K -743 -6%
FFC
175
First Financial Corp
Indiana
$1.3M +$67.7K +593 +5%
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