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Vanguard Energy ETF
VDE

Overview Fund Activity

191 hedge funds and large institutions have $1.33B invested in Vanguard Energy ETF in 2014 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 63 increasing their positions, 41 reducing their positions, and 23 closing their positions.

Holders
191
Holders Change
+27
Holders Change %
+16.46%
% of All Funds
5.1%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.24%
New
55
Increased
63
Reduced
41
Closed
23
Calls
$2.76M
Puts
$6.01M
Net Calls
-$3.25M
Net Calls Change
-$2.41M

Top Buyers

1
SCM
1
SCS Capital Management
Massachusetts
$95.8M
2
MAA
2
Managed Account Advisors
New Jersey
$206M
3
Bank of America
3
Bank of America
North Carolina
$325M
4
UBS Group
4
UBS Group
Switzerland
$42.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$33.5M

Top Sellers

1
RBA
1
Richard Bernstein Advisors
New York
$0
2
Creative Planning
2
Creative Planning
Kansas
$168M
3
RVP
3
Relative Value Partners
Illinois
$0
4
CS
4
Credit Suisse
Switzerland
$934K
5
RCS
5
Retirement Capital Strategies
California
$15.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$325M 2,913,426 +608,441 +26%
MAA
2
Managed Account Advisors
New Jersey
$206M 1,846,863 +619,635 +50%
Creative Planning
3
Creative Planning
Kansas
$168M 1,503,590 -110,184 -7%
SCM
4
SCS Capital Management
Massachusetts
$95.8M 858,436 +858,436 New
BCMIO
5
Beacon Capital Management Inc (Ohio)
Ohio
$50.7M 454,325 +97,106 +27%
UBS Group
6
UBS Group
Switzerland
$42.9M 384,177 +384,177 New
Vanguard Group
7
Vanguard Group
Pennsylvania
$41.9M 375,613 +8,437 +2%
Morgan Stanley
8
Morgan Stanley
New York
$33.5M 300,367 +122,393 +69%
W
9
Wealthfront
California
$31.9M 285,898 +49,537 +21%
VA
10
Valmark Advisers
Ohio
$28.4M 254,037 +47,147 +23%
RMC
11
Regis Management Company
California
$17.5M 157,121 +75,827 +93%
Wells Fargo
12
Wells Fargo
California
$16.6M 149,028 +23,309 +19%
RCS
13
Retirement Capital Strategies
California
$15.9M 142,437 -63,144 -31%
SE
14
Summit Equities
New Jersey
$13.6M 122,258 +8,149 +7%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$11.9M 106,534 +18,877 +22%
V
16
Veritable
Delaware
$11.7M 104,622 +71,251 +214%
Deutsche Bank
17
Deutsche Bank
Germany
$11.2M 100,276 +100,000 +36,232%
CA
18
Cambridge Associates
Massachusetts
$9.76M 87,430 +87,430 New
RW
19
Rand Wealth
Maryland
$9.61M 87,705 +10,474 +14%
AIP
20
Ameritas Investment Partners
Nebraska
$9.58M 85,800 +9,800 +13%
LPL Financial
21
LPL Financial
California
$9.47M 84,827 +2,697 +3%
MIS
22
Morningstar Investment Services
Illinois
$8.2M 73,460 +73,460 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$7.68M 68,768 +9,511 +16%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$7.3M 65,372 +27,438 +72%
BEAM
25
Baker Ellis Asset Management
Washington
$7.11M 63,714 -2,787 -4%
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