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Vanguard Energy ETF

131 hedge funds and large institutions have $846M invested in Vanguard Energy ETF in 2013 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 45 increasing their positions, 27 reducing their positions, and 16 closing their positions.

Holders
131
Holders Change
+9
Holders Change %
+7.38%
% of All Funds
3.8%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.17%
New
27
Increased
45
Reduced
27
Closed
16
Calls
$949K
Puts
$468K
Net Calls
+$481K
Net Calls Change
-$653K
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$280M 2,212,916 +212,860 +11%
Creative Planning
2
Creative Planning
Kansas
$187M 1,480,752 +157,217 +12%
Vanguard Group
3
Vanguard Group
Pennsylvania
$46M 363,602 -299,884 -45%
MAA
4
Managed Account Advisors
New Jersey
$34.3M 271,489 +68,934 +34%
U
5
UBS
Switzerland
$29M 229,454 +1,602 +0.7%
RCS
6
Retirement Capital Strategies
California
$25.8M 204,140 +204,140 New
VA
7
Valmark Advisers
Ohio
$23.3M 184,263 +18,328 +11%
BCMIO
8
Beacon Capital Management Inc (Ohio)
Ohio
$22.4M 176,831 +176,831 New
Morgan Stanley
9
Morgan Stanley
New York
$18.2M 144,180 +4,074 +3%
Wells Fargo
10
Wells Fargo
California
$13M 102,543 +1,718 +2%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$12.7M 100,211 +100,211 New
HB
12
Homrich & Berg
Georgia
$11.1M 87,861 -2,008 -2%
LPL Financial
13
LPL Financial
California
$10.8M 85,593 -29,307 -26%
RW
14
Rand Wealth
Maryland
$9.61M 76,007 -1,242 -2%
BEAM
15
Baker Ellis Asset Management
Washington
$9.23M 73,004 +197 +0.3%
AA
16
Ancora Advisors
Ohio
$7.62M 60,253
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$7.56M 59,784 -3,565 -6%
RMC
18
Regis Management Company
California
$6.5M 51,416 +152 +0.3%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$6.19M 48,990 +2,010 +4%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$5.94M 47,004 +16,694 +55%
CI
21
Chartist Inc
California
$5.53M 44,389 -1,126 -2%
CS
22
Credit Suisse
Switzerland
$5.2M 41,136 +41,136 New
V
23
Veritable
Delaware
$4.7M 37,172 +647 +2%
TH
24
Timber Hill
Connecticut
$3.99M 31,593 +31,593 New
SCI
25
S&CO Inc
Massachusetts
$3.93M 31,090