VDE icon

Vanguard Energy ETF
VDE

Overview Fund Activity

316 hedge funds and large institutions have $1.07B invested in Vanguard Energy ETF in 2019 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 100 increasing their positions, 106 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
-15
Holders Change %
-4.53%
% of All Funds
6.87%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
29
Increased
100
Reduced
106
Closed
38
Calls
$10.7M
Puts
$5.54M
Net Calls
+$5.13M
Net Calls Change
+$9.8M

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
$119M
2
KIA
KCM Investment Advisors
California
$11.8M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$38.2M
4
AG
Advisor Group
Arizona
$14.6M
5
PCA
Personal Capital Advisors
California
$11.3M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$13.5M
2
Vanguard Group
Vanguard Group
Pennsylvania
$22.3M
3
RMC
Regis Management Company
California
$17.9M
4
SCM
SCS Capital Management
Massachusetts
$0
5
Bank of America
Bank of America
North Carolina
$65.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
201
Cutler Investment Counsel
Oregon
$222K +$9.69K +114 +5%
TP
202
Tranquility Partners
Tennessee
$222K +$222K +2,612 New
LWM
203
Liberty Wealth Management
California
$221K -$4.92K -58 -2%
AWM
204
Altavista Wealth Management
North Carolina
$221K +$17K +200 +8%
WWM
205
Western Wealth Management
Colorado
$220K -$17.3K -203 -7%
NNP
206
Nachman Norwood & Parrott
South Carolina
$219K +$170 +2 +0.1%
IWM
207
IHT Wealth Management
Illinois
$217K +$217K +2,568 New
HL
208
HeadInvest LLC
Maine
$214K -$16.1K -190 -7%
NB
209
Nicolet Bankshares
Wisconsin
$214K – – –
APA
210
American Portfolios Advisors
New York
$212K -$28.1K -331 -12%
PCM
211
Parsons Capital Management
Rhode Island
$211K -$11.9K -140 -5%
MCM
212
Murphy Capital Management
New Jersey
$206K – – –
CBFP
213
Cedar Brook Financial Partners
Ohio
$204K +$11.5K +135 +6%
AWA
214
Arete Wealth Advisors
Illinois
$203K -$119K -1,399 -37%
AA
215
Advisory Alpha
Michigan
$202K +$13.3K +160 +7%
HF
216
HRT Financial
New York
$202K +$202K +2,385 New
DWM
217
Doyle Wealth Management
Florida
$197K +$197K +2,315 New
LFG
218
LifePlan Financial Group
Ohio
$196K -$5.53K -65 -3%
CCM
219
Covington Capital Management
California
$193K – – –
WT
220
Whittier Trust
California
$167K – – –
US Bancorp
221
US Bancorp
Minnesota
$161K -$9.1K -107 -5%
GSWM
222
Golden State Wealth Management
California
$159K -$85 -1 -0.1%
JCM
223
Jacobi Capital Management
Pennsylvania
$157K +$1.02K +12 +0.7%
AF
224
Allworth Financial
California
$142K +$85 +1 +0.1%
FCA
225
FinTrust Capital Advisors
South Carolina
$137K -$112K -1,320 -45%
7 8
9
10 11