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Vanguard Energy ETF
VDE

Overview Fund Activity

344 hedge funds and large institutions have $1.08B invested in Vanguard Energy ETF in 2020 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 102 increasing their positions, 89 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
+54
Holders Change %
+18.62%
% of All Funds
6.1%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.12%
New
91
Increased
102
Reduced
89
Closed
32
Calls
$8.59M
Puts
$5.27M
Net Calls
+$3.32M
Net Calls Change
+$3.11M

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$50.3M
2
BO
BRR OpCo
Ohio
+$36.8M
3
Bank of America
Bank of America
North Carolina
+$18.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$13.2M
5
UBS Group
UBS Group
Switzerland
+$10.5M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
-$18.4M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$8.43M
3
MAM
Marotta Asset Management
Virginia
-$5.89M
4
HighTower Advisors
HighTower Advisors
Illinois
-$3.73M
5
NCM
Northside Capital Management
Oregon
-$2.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIS
201
American Investment Services
Massachusetts
$218K +$218K +4,203 New
PP
202
PDS Planning
Ohio
$212K +$212K +4,091 New
BW
203
Bison Wealth
Georgia
$210K +$52 +1 +0%
SWA
204
Stratos Wealth Advisors
Ohio
$207K +$207K +3,995 New
LAI
205
Legal Advantage Investments
California
$207K +$207K +4,000 New
IRAG
206
Investment Research & Advisory Group
Georgia
$206K – – –
FIA
207
Foundations Investment Advisors
Arizona
$206K +$206K +3,610 New
PGFC
208
Peapack-Gladstone Financial Corp
New Jersey
$206K +$206K +3,965 New
NHC
209
Nicholas Hoffman & Company
Georgia
$205K -$72.3K -1,394 -26%
APW
210
Aurora Private Wealth
New Jersey
$204K +$204K +3,927 New
CWS
211
Cypress Wealth Services
California
$204K +$204K +3,938 New
HIIFS
212
Harel Insurance Investments & Financial Services
Israel
$200K – – –
BAM
213
Belpointe Asset Management
Nevada
$197K -$16.8K -325 -8%
BCM
214
Blume Capital Management
California
$188K +$188K +3,625 New
FPFS
215
First Personal Financial Services
North Carolina
$183K -$62.5K -1,205 -25%
SPIA
216
Steward Partners Investment Advisory
New York
$171K -$54.8K -1,057 -24%
SN
217
Sittner & Nelson
Oregon
$161K +$161K +3,100 New
AWM
218
Accel Wealth Management
Iowa
$149K +$149K +2,876 New
GWM
219
Geneos Wealth Management
Colorado
$149K +$123K +3,167 +471%
FCM
220
Firestone Capital Management
Florida
$142K +$207 +4 +0.1%
HWA
221
HHM Wealth Advisors
Tennessee
$133K +$86.5K +1,670 +186%
APA
222
American Portfolios Advisors
New York
$133K +$54.5K +1,050 +70%
PK
223
Pflug Koory
Nebraska
$124K – – –
MPCG
224
Matrix Private Capital Group
New York
$116K +$520 +10 +0.5%
VNA
225
Valley National Advisers
Pennsylvania
$115K +$115K +2,221 New
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