VDE icon

Vanguard Energy ETF
VDE

Overview Fund Activity

316 hedge funds and large institutions have $1.07B invested in Vanguard Energy ETF in 2019 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 100 increasing their positions, 106 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
-15
Holders Change %
-4.53%
% of All Funds
6.87%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
29
Increased
100
Reduced
106
Closed
38
Calls
$10.7M
Puts
$5.54M
Net Calls
+$5.13M
Net Calls Change
+$9.8M

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
$119M
2
KIA
KCM Investment Advisors
California
$11.8M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$38.2M
4
AG
Advisor Group
Arizona
$14.6M
5
PCA
Personal Capital Advisors
California
$11.3M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$13.5M
2
Vanguard Group
Vanguard Group
Pennsylvania
$22.3M
3
RMC
Regis Management Company
California
$17.9M
4
SCM
SCS Capital Management
Massachusetts
$0
5
Bank of America
Bank of America
North Carolina
$65.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
176
Wealthspire Advisors (Maryland)
Maryland
$279K -$67.1K -789 -19%
GC
177
Grace Capital
Massachusetts
$277K +$277K +3,263 New
BRWA
178
B. Riley Wealth Advisors
Florida
$276K +$2.13K +25 +0.8%
SB
179
Simmons Bank
Arkansas
$274K – – –
BIA
180
Bigelow Investment Advisors
Maine
$266K – – –
WCM
181
Weik Capital Management
Pennsylvania
$266K +$1.11K +13 +0.4%
PWM
182
Perigon Wealth Management
California
$266K +$266K +3,125 New
TLP
183
Trinity Legacy Partners
Texas
$262K +$53.8K +693 +26%
FHA
184
First Horizon Advisors
Tennessee
$261K – – –
PWP
185
Principle Wealth Partners
Connecticut
$260K -$56.1K -660 -18%
CFGS
186
Concourse Financial Group Securities
Alabama
$260K -$2.3K -27 -0.9%
AF
187
Advisornet Financial
Minnesota
$259K -$35K -411 -12%
OFW
188
Omnia Family Wealth
Florida
$259K – – –
Mariner
189
Mariner
Kansas
$256K +$23K +270 +10%
LCM
190
Logan Capital Management
Pennsylvania
$255K – – –
CFG
191
CMC Financial Group
Georgia
$254K – – –
EGA
192
Eagle Global Advisors
Texas
$247K – – –
DI
193
Diligent Investors
California
$242K +$170 +2 +0.1%
FFA
194
Fragasso Financial Advisors
Pennsylvania
$240K +$240K +2,818 New
HCM
195
Hollencrest Capital Management
California
$232K – – –
Fidelity Investments
196
Fidelity Investments
Massachusetts
$231K -$42.4K -498 -15%
LFAS
197
Level Four Advisory Services
Texas
$228K -$33.6K -395 -13%
BWP
198
Baldwin Wealth Partners
Massachusetts
$226K – – –
PPP
199
Private Portfolio Partners
New Jersey
$226K +$226K +2,660 New
WTC
200
WhitTier Trust Company
Nevada
$222K – – –
6 7
8
9 10