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Vanguard Energy ETF

622 hedge funds and large institutions have $2.85B invested in Vanguard Energy ETF in 2024 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 196 increasing their positions, 217 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
622
Holders Change
-5
Holders Change %
-0.8%
% of All Funds
9.05%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.23%
New
54
Increased
196
Reduced
217
Closed
50
Calls
$11.5M
Puts
$1.3M
Net Calls
+$10.2M
Net Calls Change
-$2.32M
Name Holding Trade Value Shares
Change
Shares
Change %
FT
151
Fiduciary Trust
Massachusetts
$2.03M -$9.7K -76 -0.5%
EFS
152
Essex Financial Services
Connecticut
$2.01M +$205K +1,648 +11%
NCG
153
Newport Capital Group
New Jersey
$2.01M +$2.01M +15,750 New
PFP
154
Paragon Financial Partners
California
$1.94M +$893 +7 +0%
CCB
155
Cutter & Co Brokerage
Missouri
$1.91M -$2.55K -20 -0.1%
FC
156
FCA Corp
Texas
$1.89M +$35K +274 +2%
BRWA
157
B. Riley Wealth Advisors
Florida
$1.88M +$29.8K +232 +2%
TWA
158
TCI Wealth Advisors
Arizona
$1.86M -$19.8K -155 -1%
SJGA
159
Stephen J. Garry & Associates
New York
$1.85M -$52.8K -414 -3%
CWA
160
Capital Wealth Alliance
Arizona
$1.85M -$341K -2,670 -16%
PWAC
161
Private Wealth Advisors (California)
California
$1.83M -$5.1K -40 -0.3%
Natixis Advisors
162
Natixis Advisors
Massachusetts
$1.8M +$1.8M +14,114 New
MFG
163
Merit Financial Group
Georgia
$1.79M +$161K +1,260 +10%
SWM
164
SeaCrest Wealth Management
New York
$1.78M +$275K +2,154 +18%
CFP
165
Curran Financial Partners
South Carolina
$1.74M -$13.8K -108 -0.8%
SL
166
Salomon & Ludwin
Virginia
$1.72M -$227K -1,776 -12%
GC
167
Guidance Capital
Kentucky
$1.71M +$43K +329 +3%
GWM
168
Gray Wealth Management
Maine
$1.69M -$58.4K -458 -3%
HFA
169
Hershey Financial Advisers
Pennsylvania
$1.68M +$1.68M +13,157 New
CFGS
170
Concourse Financial Group Securities
Alabama
$1.66M +$40.6K +316 +3%
GSIS
171
Global Strategic Investment Solutions
Arizona
$1.65M
FFWA
172
FRG Family Wealth Advisors
Washington
$1.64M +$1.21K +10 +0.1%
BPA
173
Beacon Pointe Advisors
California
$1.63M +$116K +911 +8%
AW
174
Avion Wealth
Texas
$1.62M -$32.9K -258 -2%
TCOO
175
Trust Company of Oklahoma
Oklahoma
$1.62M -$15.6K -122 -1%