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Vanguard Energy ETF
VDE

Overview Fund Activity

245 hedge funds and large institutions have $1.18B invested in Vanguard Energy ETF in 2016 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 87 increasing their positions, 76 reducing their positions, and 22 closing their positions.

Holders
245
Holders Change
–
Holders Change %
0%
% of All Funds
6.55%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.21%
New
27
Increased
87
Reduced
76
Closed
22
Calls
$5.18M
Puts
$3.24M
Net Calls
+$1.94M
Net Calls Change
+$539K

Top Buyers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$122M
2
NCM
2
Northside Capital Management
Oregon
$12.5M
3
W
3
Wealthfront
California
$63.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$57.3M
5
TRCT
5
Tower Research Capital (TRC)
New York
$6.88M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$0
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$13M
3
Zurich Cantonal Bank
3
Zurich Cantonal Bank
Switzerland
$0
4
CPO
4
Cerity Partners OCIO
New York
$756K
5
Creative Planning
5
Creative Planning
Kansas
$180M
Name Market Value Shares Shares
Change 		Shares
Change %
CFA
201
Carroll Financial Associates
North Carolina
$35K 361 +132 +58%
Mariner
202
Mariner
Kansas
$35K 367 +367 New
FMII
203
Farmers & Merchants Investments Inc
Nebraska
$31K 315 -72 -19%
TCOV
204
Trust Company of Vermont
Vermont
$28K 288 +90 +45%
PFBT
205
Parkside Financial Bank & Trust
Missouri
$26K 273 – –
JCM
206
Jacobi Capital Management
Pennsylvania
$26K 266 +198 +291%
EDRS
207
Edmond de Rothschild (Suisse)
Switzerland
$25K 260 +260 New
EDRH
208
Edmond de Rothschild Holding
Switzerland
$25K 260 +260 New
EWM
209
Evercore Wealth Management
New York
$24K 250 -850 -77%
CDIA
210
Capital Directions Investment Advisors
Georgia
$24K 250 – –
HIIFS
211
Harel Insurance Investments & Financial Services
Israel
$22K 225 -75 -25%
ST
212
Smithfield Trust
Pennsylvania
$22K 225 – –
AC
213
Alexandria Capital
Virginia
$20K 200 – –
FANJ
214
Financial Architects (New Jersey)
New Jersey
$20K 200 – –
ACM
215
Argentus Capital Management
Texas
$18K 188 +188 New
RFA
216
Reilly Financial Advisors
California
$16K 164 – –
RBC
217
Roble Belko & Company
Pennsylvania
$15K 155 -370 -70%
BKA
218
Brick & Kyle Associates
Pennsylvania
$15K 150 – –
WA
219
Winfield Associates
Ohio
$15K 150 – –
APSP
220
Asset Planning Services (Pennsylvania)
Pennsylvania
$15K 150 – –
WP
221
WealthPLAN Partners
Nebraska
$14.8K 153 -922 -86%
SIG
222
Stanford Investment Group
California
$12K 122 +122 New
GBBWRPM
223
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$11K 115 – –
WEC
224
Winslow Evans & Crocker
Massachusetts
$10.9K 112 – –
CCM
225
Cribstone Capital Management
Maine
$10K 100 -363 -78%
7 8
9
10 11