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Vanguard Energy ETF
VDE

Overview Fund Activity

320 hedge funds and large institutions have $1.09B invested in Vanguard Energy ETF in 2019 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 82 increasing their positions, 108 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+39
Holders Change %
+13.88%
% of All Funds
6.32%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
79
Increased
82
Reduced
108
Closed
35
Calls
$12.5M
Puts
$4.81M
Net Calls
+$7.66M
Net Calls Change
-$4.15M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$98.7M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$21M
3
PI
PFS Investments
Georgia
$17.3M
4
COI
Connable Office Inc
Michigan
$7.3M
5
Baird Financial Group
Baird Financial Group
Wisconsin
$16.9M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
$76M
2
PFO
Pathstone Family Office
New Jersey
$4.36M
3
UBS Group
UBS Group
Switzerland
$57.7M
4
SF
Summit Financial
New Jersey
$528K
5
M&T Bank
M&T Bank
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
201
Weik Capital Management
Pennsylvania
$219K – – –
BRWA
202
B. Riley Wealth Advisors
Florida
$218K -$28.5K -349 -12%
BWP
203
Baldwin Wealth Partners
Massachusetts
$217K – – –
HWA
204
Heartwood Wealth Advisors
Virginia
$208K +$208K +2,556 New
HCM
205
Hollencrest Capital Management
California
$208K +$208K +2,556 New
OIA
206
OneDigital Investment Advisors
Kansas
$207K -$59.7K -734 -22%
CCM
207
Covington Capital Management
California
$206K +$59.4K +730 +41%
WWM
208
Western Wealth Management
Colorado
$204K -$6.6K -81 -3%
IWM
209
IHT Wealth Management
Illinois
$204K +$204K +2,501 New
CIC
210
Cutler Investment Counsel
Oregon
$203K +$203K +2,489 New
HIIFS
211
Harel Insurance Investments & Financial Services
Israel
$194K +$194K +2,380 New
APA
212
American Portfolios Advisors
New York
$193K -$10.8K -133 -5%
LWM
213
Liberty Wealth Management
California
$189K -$20.2K -248 -10%
JCM
214
Jacobi Capital Management
Pennsylvania
$186K -$11.1K -137 -6%
IA
215
IndexIQ Advisors
New York
$183K -$105K -1,292 -37%
LFG
216
LifePlan Financial Group
Ohio
$181K -$12.2K -150 -6%
WT
217
Whittier Trust
California
$157K – – –
FCA
218
FinTrust Capital Advisors
South Carolina
$148K – – –
CFGS
219
Concourse Financial Group Securities
Alabama
$148K +$148K +1,821 New
AA
220
Advisory Alpha
Michigan
$134K -$40.5K -501 -23%
FPB
221
First PREMIER Bank
South Dakota
$122K – – –
TWA
222
TCI Wealth Advisors
Arizona
$116K +$3.19K +39 +3%
SFPG
223
Stonebridge Financial Planning Group
Florida
$108K +$108K +1,330 New
FWP
224
FAS Wealth Partners
Kansas
$105K +$105K +1,290 New
AF
225
Allworth Financial
California
$104K -$19.8K -244 -16%
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