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Vanguard Energy ETF
VDE

Overview Fund Activity

621 hedge funds and large institutions have $2.89B invested in Vanguard Energy ETF in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 205 increasing their positions, 213 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
+21
Holders Change %
+3.5%
% of All Funds
9.1%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.25%
New
80
Increased
205
Reduced
213
Closed
53
Calls
$13.9M
Puts
$3.25M
Net Calls
+$10.6M
Net Calls Change
-$26.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$435M
2
Bank of America
Bank of America
North Carolina
$334M
3
UBS Group
UBS Group
Switzerland
$262M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$56.2M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$99.6M

Top Sellers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$48.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$33.5M
3
Osaic Holdings
Osaic Holdings
Arizona
$30.1M
4
MMEA
Main Management ETF Advisors
California
$79.6M
5
ETC
Exchange Traded Concepts
Oklahoma
$2.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPC
176
Hobart Private Capital
North Carolina
$1.6M +$1.6M +13,618 New
FFWA
177
FRG Family Wealth Advisors
Washington
$1.58M +$11.7K +100 +0.7%
TCOO
178
Trust Company of Oklahoma
Oklahoma
$1.54M -$6.1K -52 -0.4%
LNC
179
Lincoln National Corp
Pennsylvania
$1.54M -$88.3K -753 -5%
GSIS
180
Global Strategic Investment Solutions
Arizona
$1.51M +$12.7K +108 +0.8%
VFA
181
Valeo Financial Advisors
Indiana
$1.5M -$47.5K -405 -3%
CI
182
CX Institutional
Indiana
$1.5M -$24.2K -206 -2%
Bessemer Group
183
Bessemer Group
New Jersey
$1.46M – – –
SG
184
Sharper & Granite
California
$1.45M -$7.27K -62 -0.5%
Fisher Asset Management
185
Fisher Asset Management
Washington
$1.44M +$11.5K +98 +0.8%
EAM
186
Evanson Asset Management
California
$1.43M +$18.4K +157 +1%
CMANY
187
Capital Management Associates (New York)
New York
$1.42M +$317K +2,700 +29%
SC
188
Swan Capital
Florida
$1.42M +$376K +3,209 +36%
BPA
189
Beacon Pointe Advisors
California
$1.4M +$123K +1,053 +10%
CFG
190
Citizens Financial Group
Rhode Island
$1.4M +$12.9K +110 +0.9%
PFS
191
Prospera Financial Services
Texas
$1.4M +$389K +3,318 +39%
SWM
192
SeaCrest Wealth Management
New York
$1.35M -$1.88M -15,919 -58%
PGFC
193
Peapack-Gladstone Financial Corp
New Jersey
$1.34M -$93.8K -800 -7%
DIM
194
Delta Investment Management
California
$1.33M +$1.33M +11,369 New
TAM
195
Tocqueville Asset Management
New York
$1.32M – – –
MFAM
196
M Financial Asset Management
Oregon
$1.32M -$20.4K -174 -2%
First Trust Advisors
197
First Trust Advisors
Illinois
$1.31M -$54.2K -462 -4%
FWP
198
FAS Wealth Partners
Kansas
$1.28M +$18.2K +155 +1%
CA
199
Calton & Associates
Florida
$1.24M +$1.24M +10,610 New
FFC
200
First Financial Corp
Indiana
$1.24M +$70.8K +604 +6%
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