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Vanguard Energy ETF
VDE

Overview Fund Activity

621 hedge funds and large institutions have $2.89B invested in Vanguard Energy ETF in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 205 increasing their positions, 213 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
+21
Holders Change %
+3.5%
% of All Funds
9.1%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.25%
New
80
Increased
205
Reduced
213
Closed
53
Calls
$13.9M
Puts
$3.25M
Net Calls
+$10.6M
Net Calls Change
-$26.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$435M
2
Bank of America
Bank of America
North Carolina
$334M
3
UBS Group
UBS Group
Switzerland
$262M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$56.2M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$99.6M

Top Sellers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$48.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$33.5M
3
Osaic Holdings
Osaic Holdings
Arizona
$30.1M
4
MMEA
Main Management ETF Advisors
California
$79.6M
5
ETC
Exchange Traded Concepts
Oklahoma
$2.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
201
Athena Investment Management
California
$1.23M – – –
RK
202
Rather & Kittrell
Tennessee
$1.23M – – –
SPIA
203
Steward Partners Investment Advisory
New York
$1.22M +$1.41K +12 +0.1%
PIMG
204
Patriot Investment Management Group
Tennessee
$1.21M -$16.7K -142 -1%
FMN
205
Financial Management Network
California
$1.19M -$56.6K -479 -5%
PWA
206
Provenance Wealth Advisors
Florida
$1.18M – – –
LBC
207
Lowe Brockenbrough & Co
Virginia
$1.18M -$142K -1,215 -11%
IA
208
Icon Advisers
Colorado
$1.17M – – –
AMG
209
Asset Management Group
Connecticut
$1.17M -$53.2K -454 -4%
TCWM
210
Total Clarity Wealth Management
Illinois
$1.14M +$861K +7,339 +306%
Citigroup
211
Citigroup
New York
$1.14M +$202K +1,719 +22%
Neuberger Berman Group
212
Neuberger Berman Group
New York
$1.13M – – –
GFG
213
Goldstone Financial Group
Illinois
$1.12M -$312K -2,661 -22%
WDC
214
Woodward Diversified Capital
California
$1.11M -$60.4K -515 -5%
AIFAIM
215
American Institute for Advanced Investment Management
Arizona
$1.09M +$11K +94 +1%
HWM
216
HB Wealth Management
Georgia
$1.07M +$294K +2,508 +38%
PWP
217
Principle Wealth Partners
Connecticut
$1.07M -$491K -4,187 -31%
Charles Schwab
218
Charles Schwab
California
$1.06M -$247K -2,108 -19%
WF
219
Warner Financial
Maryland
$1.06M +$188K +1,604 +22%
RG
220
Retirement Group
California
$1.03M -$8.21K -70 -0.8%
ORC
221
O'Rourke & Company
Massachusetts
$1.02M +$37.4K +319 +4%
BCM
222
Brookstone Capital Management
Illinois
$1.01M +$169K +1,439 +20%
D.E. Shaw & Co
223
D.E. Shaw & Co
New York
$1.01M +$1.01M +8,599 New
CFO
224
Colony Family Offices
North Carolina
$1.01M +$1.01M +8,571 New
PA
225
PFG Advisors
Arizona
$1M +$68.6K +585 +7%
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