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Vanguard Energy ETF
VDE

Overview Fund Activity

516 hedge funds and large institutions have $2.24B invested in Vanguard Energy ETF in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 180 increasing their positions, 162 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
516
Holders Change
-30
Holders Change %
-5.49%
% of All Funds
8.92%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.29%
New
40
Increased
180
Reduced
162
Closed
62
Calls
$16M
Puts
$7.78M
Net Calls
+$8.2M
Net Calls Change
-$15.5M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$177M
2
Bank of America
2
Bank of America
North Carolina
$333M
3
DWP
3
Destiny Wealth Partners
Florida
$9.98M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$7.97M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$8.3M

Top Sellers

1
Bessemer Group
1
Bessemer Group
New Jersey
$456K
2
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$3.37M
3
LCAM
3
London & Capital Asset Management
United Kingdom
$1.02M
4
B
4
Barings
North Carolina
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$45.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
201
Steward Partners Investment Advisory
New York
$887K +$436K +4,292 +97%
WF
202
Warner Financial
Maryland
$879K – – –
BCM
203
Brookstone Capital Management
Illinois
$865K -$4.06K -36 -0.5%
Chevy Chase Trust
204
Chevy Chase Trust
Maryland
$861K – – –
BPA
205
Beacon Pointe Advisors
California
$840K +$73.6K +723 +10%
BSW
206
Buckingham Strategic Wealth
Missouri
$837K – – –
AAM
207
Autus Asset Management
Arizona
$832K +$138K +1,363 +20%
UCFA
208
United Capital Financial Advisors
Texas
$820K +$221K +2,181 +37%
HWM
209
HB Wealth Management
Georgia
$778K +$3.76K +37 +0.5%
SB
210
Simmons Bank
Arkansas
$776K -$9.14K -90 -1%
IFWM
211
Institute for Wealth Management
Colorado
$773K -$812 -8 -0.1%
VFA
212
Valeo Financial Advisors
Indiana
$770K – – –
ACP
213
Aveo Capital Partners
Colorado
$760K -$338K -3,323 -31%
FP
214
Financial Perspectives
Minnesota
$748K +$26K +256 +4%
AF
215
Allworth Financial
California
$747K -$178K -1,749 -19%
CA
216
Calton & Associates
Florida
$747K -$77.9K -767 -9%
Cerity Partners
217
Cerity Partners
New York
$742K +$57.2K +563 +8%
PFS
218
Prospera Financial Services
Texas
$718K – – –
RIA
219
Realta Investment Advisors
Delaware
$717K -$5.08K -50 -0.7%
Citigroup
220
Citigroup
New York
$711K -$40K -394 -5%
GLLW
221
Graves Light Lenhart Wealth
Virginia
$697K – – –
MPCL
222
My Personal CFO LLC
Washington
$687K -$938K -9,239 -58%
Bank of New York Mellon
223
Bank of New York Mellon
New York
$685K +$163K +1,611 +31%
SCM
224
SOL Capital Management
Maryland
$682K – – –
HIC
225
Holderness Investments Company
North Carolina
$674K -$20.3K -200 -3%
7 8
9
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