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Vanguard Energy ETF

595 hedge funds and large institutions have $3.19B invested in Vanguard Energy ETF in 2022 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 208 increasing their positions, 154 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
595
Holders Change
+79
Holders Change %
+15.31%
% of All Funds
9.6%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.37%
New
127
Increased
208
Reduced
154
Closed
34
Calls
$27.6M
Puts
$23.6M
Net Calls
+$3.94M
Net Calls Change
-$4.26M
Name Holding Trade Value Shares
Change
Shares
Change %
BRWA
176
B. Riley Wealth Advisors
Florida
$1.6M +$290K +2,394 +22%
MFAM
177
M Financial Asset Management
Oregon
$1.57M -$31.8K -262 -2%
NF
178
Nvest Financial
New Hampshire
$1.57M +$111K +919 +8%
SWP
179
Stratos Wealth Partners
Ohio
$1.57M +$7.64K +63 +0.5%
BFS
180
Bard Financial Services
Connecticut
$1.57M
GSIS
181
Global Strategic Investment Solutions
Arizona
$1.55M
Fisher Asset Management
182
Fisher Asset Management
Washington
$1.54M -$470K -3,872 -23%
EWA
183
Evolution Wealth Advisors
Florida
$1.52M +$66.1K +545 +5%
MWM
184
Moran Wealth Management
Florida
$1.52M +$1.52M +12,520 New
SG
185
Sharper & Granite
California
$1.51M +$1.51M +12,476 New
TFA
186
Tranquilli Financial Advisor
New Jersey
$1.5M +$1.5M +12,343 New
LNC
187
Lincoln National Corp
Pennsylvania
$1.5M +$400K +3,297 +36%
Bank of New York Mellon
188
Bank of New York Mellon
New York
$1.48M +$662K +5,461 +81%
PIMG
189
Patriot Investment Management Group
Tennessee
$1.46M +$7.2K +57 +0.5%
TF
190
TIAA FSB
Florida
$1.46M -$23.3K -192 -2%
CFG
191
Citizens Financial Group
Rhode Island
$1.46M +$18.4K +152 +1%
EAM
192
Evanson Asset Management
California
$1.46M +$1.58K +13 +0.1%
IA
193
Insight Advisors
Pennsylvania
$1.44M +$104K +891 +8%
PFM
194
Phillips Financial Management
Indiana
$1.42M +$25.3K +209 +2%
TAIM
195
TD Ameritrade Investment Management
Nebraska
$1.38M -$302K -2,493 -18%
BEAM
196
Baker Ellis Asset Management
Washington
$1.37M +$315K +2,600 +30%
FFN
197
Focus Financial Network
Minnesota
$1.37M +$139K +1,144 +11%
TAM
198
Tocqueville Asset Management
New York
$1.37M +$1.37M +11,255 New
AIFAIM
199
American Institute for Advanced Investment Management
Arizona
$1.35M +$53.2K +439 +4%
FWP
200
FAS Wealth Partners
Kansas
$1.35M +$81.6K +673 +6%