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Vanguard Energy ETF
VDE

Overview Fund Activity

337 hedge funds and large institutions have $1.49B invested in Vanguard Energy ETF in 2018 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 121 increasing their positions, 102 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
+3
Holders Change %
+0.9%
% of All Funds
7.72%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.21%
New
35
Increased
121
Reduced
102
Closed
31
Calls
$5.97M
Puts
$5.73M
Net Calls
+$239K
Net Calls Change
-$4.53M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$162M
2
ONB
Old National Bancorp
Indiana
$10.1M
3
Wells Fargo
Wells Fargo
California
$31.5M
4
AG
Advisor Group
Arizona
$9.37M
5
PAG
Private Advisor Group
New Jersey
$5.15M

Top Sellers

1
W
Wealthfront
California
$75M
2
Creative Planning
Creative Planning
Kansas
$109M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$0
4
CCMG
Clark Capital Management Group
Pennsylvania
$0
5
Morgan Stanley
Morgan Stanley
New York
$54.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
OFW
176
Omnia Family Wealth
Florida
$321K – – –
CIC
177
Cutler Investment Counsel
Oregon
$320K -$6.42K -61 -2%
SPC
178
Sigma Planning Corp
Michigan
$312K -$45.5K -433 -13%
ACM
179
Advisors Capital Management
New Jersey
$312K +$12.4K +118 +4%
EGA
180
Eagle Global Advisors
Texas
$305K – – –
ASN
181
Advisory Services Network
Georgia
$300K -$8.52K -81 -3%
SWP
182
Stratos Wealth Partners
Ohio
$297K +$7.87K +75 +3%
LFAS
183
Level Four Advisory Services
Texas
$294K -$8.2K -78 -3%
Millennium Management
184
Millennium Management
New York
$293K +$5.47K +52 +2%
UFF
185
USA Financial Formulas
Michigan
$293K +$104K +992 +55%
FT
186
Fiduciary Trust
Massachusetts
$287K +$8.09K +77 +3%
SHCM
187
Stokes & Hubbell Capital Management
Louisiana
$286K +$210 +2 +0.1%
BWP
188
Baldwin Wealth Partners
Massachusetts
$280K – – –
BFO
189
Boston Family Office
Massachusetts
$280K +$72K +685 +35%
DP
190
Denver PWM
Colorado
$279K +$279K +3,074 New
BCCM
191
Bridge Creek Capital Management
Massachusetts
$274K +$3.14K +30 +1%
WTC
192
WhitTier Trust Company
Nevada
$274K +$100K +955 +58%
GLA
193
Good Life Advisors
Pennsylvania
$264K – – –
APA
194
American Portfolios Advisors
New York
$263K -$8.93K -85 -3%
CPO
195
Cerity Partners OCIO
New York
$259K -$14.9K -142 -5%
SSWM
196
Smith Salley Wealth Management
North Carolina
$254K – – –
MBT
197
Montecito Bank & Trust
California
$252K – – –
FWM
198
Frontier Wealth Management
Missouri
$252K +$11.1K +106 +5%
DADC
199
D.A. Davidson & Co
Montana
$246K -$84.2K -800 -26%
LIM
200
Leavell Investment Management
Alabama
$244K – – –
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8
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