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Vanguard Energy ETF
VDE

Overview Fund Activity

331 hedge funds and large institutions have $1.2B invested in Vanguard Energy ETF in 2019 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 95 increasing their positions, 118 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
+7
Holders Change %
+2.16%
% of All Funds
7.18%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.15%
New
53
Increased
95
Reduced
118
Closed
38
Calls
$10.9M
Puts
$15.5M
Net Calls
-$4.67M
Net Calls Change
-$4.88M

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$124M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$23.7M
3
RMC
Regis Management Company
California
+$19.3M
4
AIC
Ameritas Investment Company
Nebraska
+$5.61M
5
SIC
Starr International Company
Switzerland
+$5.01M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$142M
2
Wealthfront Advisers
Wealthfront Advisers
California
-$43.8M
3
Bank of America
Bank of America
North Carolina
-$26.3M
4
Creative Planning
Creative Planning
Kansas
-$19.4M
5
FCH
Freestone Capital Holdings
Washington
-$8.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
WBG
201
Wharton Business Group
Pennsylvania
$244K -$199K -2,225 -45%
HCM
202
Hollencrest Capital Management
California
$244K -$14.6K -164 -6%
HL
203
HeadInvest LLC
Maine
$242K -$274K -3,070 -53%
TLP
204
Trinity Legacy Partners
Texas
$240K +$240K +2,681 New
BWP
205
Baldwin Wealth Partners
Massachusetts
$238K – – –
LWM
206
Liberty Wealth Management
California
$237K +$89 +1 +0%
PCM
207
Parsons Capital Management
Rhode Island
$235K +$235K +2,625 New
WTC
208
WhitTier Trust Company
Nevada
$232K -$24.4K -274 -10%
IA
209
IndexIQ Advisors
New York
$232K -$23.7K -265 -9%
NNP
210
Nachman Norwood & Parrott
South Carolina
$230K +$230K +2,570 New
FWM
211
Frontier Wealth Management
Missouri
$225K -$9.2K -103 -4%
NB
212
Nicolet Bankshares
Wisconsin
$225K +$225K +2,520 New
CIC
213
Cutler Investment Counsel
Oregon
$223K -$28.7K -321 -11%
ZF
214
Zhang Financial
Michigan
$222K -$39.3K -440 -15%
MCM
215
Murphy Capital Management
New Jersey
$216K +$216K +2,425 New
AWM
216
Altavista Wealth Management
North Carolina
$215K +$215K +2,400 New
LFG
217
LifePlan Financial Group
Ohio
$212K -$83.6K -935 -28%
WA
218
Winfield Associates
Ohio
$209K +$209K +2,340 New
LIM
219
Leavell Investment Management
Alabama
$208K +$208K +2,325 New
CG
220
CFO4Life Group
Texas
$208K +$208K +2,325 New
SWM
221
Segment Wealth Management
Texas
$205K -$35.7K -400 -15%
WLIM
222
White Lighthouse Investment Management
Massachusetts
$204K -$96.2K -1,075 -32%
CCM
223
Covington Capital Management
California
$203K -$42.4K -475 -17%
CBFP
224
Cedar Brook Financial Partners
Ohio
$202K +$202K +2,262 New
CPO
225
Cerity Partners OCIO
New York
$201K +$201K +2,253 New
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