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Vanguard Energy ETF
VDE

Overview Fund Activity

268 hedge funds and large institutions have $1.27B invested in Vanguard Energy ETF in 2017 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 70 increasing their positions, 95 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
+12
Holders Change %
+4.69%
% of All Funds
6.69%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.25%
New
34
Increased
70
Reduced
95
Closed
19
Calls
$2.58M
Puts
$2.2M
Net Calls
+$380K
Net Calls Change
+$1.03M

Top Buyers

1
W
Wealthfront
California
+$22.5M
2
PL
Polianta Ltd
Jersey
+$6.39M
3
UBS Group
UBS Group
Switzerland
+$5.45M
4
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$4.83M
5
Creative Planning
Creative Planning
Kansas
+$4.72M

Top Sellers

1
SCM
SCS Capital Management
Massachusetts
-$16.7M
2
Bank of America
Bank of America
North Carolina
-$8.62M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$4.91M
4
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
-$4.27M
5
MIAN
Mariner Independent Advisor Network
Kansas
-$4.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$128K – – –
JCM
202
Jacobi Capital Management
Pennsylvania
$128K +$27.3K +292 +27%
SEI Investments
203
SEI Investments
Pennsylvania
$128K +$105K +1,119 +446%
TWA
204
TCI Wealth Advisors
Arizona
$122K – – –
EDRH
205
Edmond de Rothschild Holding
Switzerland
$117K – – –
CAL
206
Capital Advisors Ltd
Ohio
$109K – – –
GWM
207
Geneos Wealth Management
Colorado
$103K -$5.88K -63 -5%
US Bancorp
208
US Bancorp
Minnesota
$96K -$657 -7 -0.7%
AIM
209
Anchor Investment Management
South Carolina
$91.3K +$91.3K +976 New
WT
210
Whittier Trust
California
$89K – – –
VIA
211
Vantage Investment Advisors
Pennsylvania
$88K – – –
PCP
212
Proficio Capital Partners
Massachusetts
$75K – – –
First Manhattan
213
First Manhattan
New York
$74K – – –
FDCDDQ
214
Federation des caisses Desjardins du Quebec
Quebec, Canada
$71.9K – – –
IA
215
IndexIQ Advisors
New York
$69K -$34.6K -372 -33%
CTC
216
Central Trust Company
Missouri
$67K -$4.3K -46 -6%
ZB
217
Zions Bancorporation
Utah
$67K – – –
PCFFS
218
Pacific Center for Financial Services
California
$64K – – –
FIB
219
First Interstate Bank
Montana
$56K +$56K +600 New
HT
220
Heritage Trust
Oklahoma
$53K +$36.7K +393 +225%
IWM
221
IHT Wealth Management
Illinois
$51K -$4.41K -47 -8%
BP
222
Ballentine Partners
Massachusetts
$49K – – –
WB
223
Webster Bank
Connecticut
$47K – – –
CCM
224
Covington Capital Management
California
$47K +$47K +500 New
FWM
225
Focused Wealth Management
New York
$40K -$10.9K -117 -21%
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