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Vanguard Energy ETF
VDE

Overview Fund Activity

324 hedge funds and large institutions have $1.09B invested in Vanguard Energy ETF in 2018 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 110 increasing their positions, 98 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
324
Holders Change
-13
Holders Change %
-3.86%
% of All Funds
7.23%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
74
Increased
110
Reduced
98
Closed
78
Calls
$2.89M
Puts
$2.68M
Net Calls
+$216K
Net Calls Change
-$23K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$34.6M
2
Bank of America
Bank of America
North Carolina
+$29.4M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$14.7M
4
Ameriprise
Ameriprise
Minnesota
+$12.7M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$11.7M

Top Sellers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$134M
2
CWM
Cornerstone Wealth Management
Missouri
-$28.8M
3
Bessemer Group
Bessemer Group
New Jersey
-$25.5M
4
Creative Planning
Creative Planning
Kansas
-$22.7M
5
ONB
Old National Bancorp
Indiana
-$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
176
Bigelow Investment Advisors
Maine
$280K – – –
AAM
177
Autus Asset Management
Arizona
$279K -$4.25K -55 -1%
VFA
178
Voya Financial Advisors
Connecticut
$273K +$5.07K +66 +2%
CC
179
Courier Capital
New York
$269K -$57.9K -750 -18%
Fidelity Investments
180
Fidelity Investments
Massachusetts
$263K -$24.3K -316 -8%
WLIM
181
White Lighthouse Investment Management
Massachusetts
$259K -$27.8K -360 -10%
SB
182
Simmons Bank
Arkansas
$256K – – –
LFG
183
LifePlan Financial Group
Ohio
$255K – – –
PWP
184
Principle Wealth Partners
Connecticut
$254K +$254K +3,297 New
BRWA
185
B. Riley Wealth Advisors
Florida
$252K -$12.3K -159 -5%
ACM
186
Advisors Capital Management
New Jersey
$248K +$18.9K +245 +8%
Carson Wealth (CWM LLC)
187
Carson Wealth (CWM LLC)
Nebraska
$241K +$116K +1,508 +93%
OFW
188
Omnia Family Wealth
Florida
$235K – – –
DADC
189
D.A. Davidson & Co
Montana
$235K +$54.5K +705 +30%
SWP
190
Stratos Wealth Partners
Ohio
$234K +$16.1K +209 +7%
LCM
191
Logan Capital Management
Pennsylvania
$231K +$231K +3,000 New
ZF
192
Zhang Financial
Michigan
$226K -$17K -220 -7%
EGA
193
Eagle Global Advisors
Texas
$224K – – –
HCM
194
Hollencrest Capital Management
California
$224K +$12.7K +164 +6%
AA
195
Advisory Alpha
Michigan
$223K +$223K +2,617 +65,425%
WTC
196
WhitTier Trust Company
Nevada
$222K +$21.1K +274 +11%
LFAS
197
Level Four Advisory Services
Texas
$221K +$5.32K +69 +2%
IA
198
IndexIQ Advisors
New York
$221K +$66.7K +865 +43%
DI
199
Diligent Investors
California
$218K -$31.6K -409 -13%
FT
200
Fiduciary Trust
Massachusetts
$218K +$7.03K +91 +3%
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