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Vanguard Energy ETF
VDE

Overview Fund Activity

324 hedge funds and large institutions have $1.09B invested in Vanguard Energy ETF in 2018 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 110 increasing their positions, 98 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
324
Holders Change
-13
Holders Change %
-3.86%
% of All Funds
7.23%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
74
Increased
110
Reduced
98
Closed
78
Calls
$2.89M
Puts
$2.68M
Net Calls
+$216K
Net Calls Change
-$23K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$34.6M
2
Bank of America
Bank of America
North Carolina
+$29.4M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$14.7M
4
Ameriprise
Ameriprise
Minnesota
+$12.7M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$11.7M

Top Sellers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$134M
2
CWM
Cornerstone Wealth Management
Missouri
-$28.8M
3
Bessemer Group
Bessemer Group
New Jersey
-$25.5M
4
Creative Planning
Creative Planning
Kansas
-$22.7M
5
ONB
Old National Bancorp
Indiana
-$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
201
Cutler Investment Counsel
Oregon
$217K -$17.2K -224 -7%
APA
202
American Portfolios Advisors
New York
$214K +$20.7K +269 +11%
CCM
203
Covington Capital Management
California
$212K +$173K +2,250 +450%
WWM
204
Western Wealth Management
Colorado
$210K +$210K +2,719 New
SWM
205
Segment Wealth Management
Texas
$208K +$30.9K +400 +17%
BWP
206
Baldwin Wealth Partners
Massachusetts
$205K – – –
LWM
207
Liberty Wealth Management
California
$205K +$205K +2,660 New
FCA
208
FinTrust Capital Advisors
South Carolina
$203K +$203K +2,637 New
FWM
209
Frontier Wealth Management
Missouri
$202K +$17.5K +227 +9%
IA
210
IFP Advisors
Florida
$201K -$86.2K -1,123 -30%
ZIG
211
Zurich Insurance Group
Switzerland
$187K +$187K +2,430 New
CFGS
212
Concourse Financial Group Securities
Alabama
$167K +$134K +1,740 +399%
DWM
213
Doyle Wealth Management
Florida
$157K +$157K +2,030 New
US Bancorp
214
US Bancorp
Minnesota
$155K +$1.38K +18 +0.9%
WT
215
Whittier Trust
California
$151K +$54.3K +705 +56%
JHCP
216
Jackson Hole Capital Partners
Oklahoma
$148K +$148K +1,925 New
JCM
217
Jacobi Capital Management
Pennsylvania
$147K +$35.9K +466 +32%
CAPTRUST Financial Advisors
218
CAPTRUST Financial Advisors
North Carolina
$140K +$138K +1,783 +6,368%
CAGAS
219
Capital Advisory Group Advisory Services
Minnesota
$134K +$6.32K +80 +5%
FHA
220
Flagship Harbor Advisors
Massachusetts
$133K -$7.89K -103 -6%
AF
221
Allworth Financial
California
$129K -$3.55K -46 -3%
FPB
222
First PREMIER Bank
South Dakota
$116K – – –
William Blair & Company
223
William Blair & Company
Illinois
$113K +$28.9K +375 +34%
Simplex Trading
224
Simplex Trading
Illinois
$112K +$73.7K +960 +192%
HNB
225
Huntington National Bank
Ohio
$110K -$234K – –
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9
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