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Vanguard Energy ETF
VDE

Overview Fund Activity

122 hedge funds and large institutions have $727M invested in Vanguard Energy ETF in 2013 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 30 reducing their positions, and 15 closing their positions.

Holders
122
Holders Change
+2
Holders Change %
+1.67%
% of All Funds
3.96%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
19
Increased
43
Reduced
30
Closed
15
Calls
$1.72M
Puts
$585K
Net Calls
+$1.13M
Net Calls Change
+$1.15M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$239M
2
Creative Planning
2
Creative Planning
Kansas
$158M
3
UCFA
3
United Capital Financial Advisors
Texas
$5.68M
4
MAA
4
Managed Account Advisors
New Jersey
$24.2M
5
B
5
Bailard
California
$3.11M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$0
3
Northern Trust
3
Northern Trust
Illinois
$3.36M
4
USAA
4
United Services Automobile Association
Texas
$0
5
CS
5
Credit Suisse
Switzerland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$239M 2,000,056 +334,410 +20%
Creative Planning
2
Creative Planning
Kansas
$158M 1,323,535 +72,402 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$79.2M 663,486 +486 +0.1%
U
4
UBS
Switzerland
$27.2M 227,852 +6,724 +3%
MAA
5
Managed Account Advisors
New Jersey
$24.2M 202,555 +37,094 +22%
VA
6
Valmark Advisers
Ohio
$19.8M 165,935 +12,583 +8%
Morgan Stanley
7
Morgan Stanley
New York
$16.7M 140,106 +6,443 +5%
LPL Financial
8
LPL Financial
California
$14M 114,900 +18,198 +19%
Wells Fargo
9
Wells Fargo
California
$12M 100,825 +11,750 +13%
HB
10
Homrich & Berg
Georgia
$10.7M 89,869 +5,887 +7%
RW
11
Rand Wealth
Maryland
$9.22M 77,249 -1,448 -2%
BEAM
12
Baker Ellis Asset Management
Washington
$8.69M 72,807 -204 -0.3%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$7.56M 63,349 -2,569 -4%
AA
14
Ancora Advisors
Ohio
$7.19M 60,253 – –
RMC
15
Regis Management Company
California
$6.12M 51,264 -3,434 -6%
UCFA
16
United Capital Financial Advisors
Texas
$5.68M 47,611 +47,611 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$5.61M 46,980 -118 -0.3%
CI
18
Chartist Inc
California
$5.47M 45,515 -1,323 -3%
V
19
Veritable
Delaware
$4.36M 36,525 +7,160 +24%
FAAS
20
First Allied Advisory Services
California
$3.78M 31,727 +388 +1%
SCI
21
S&CO Inc
Massachusetts
$3.71M 31,090 – –
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$3.62M 30,310 -1,112 -4%
Northern Trust
23
Northern Trust
Illinois
$3.36M 28,132 -11,137 -28%
B
24
Bailard
California
$3.11M 26,030 +26,030 New
Ameriprise
25
Ameriprise
Minnesota
$2.35M 19,738 +3,268 +20%
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