VDE Institutional Ownership
Vanguard Energy ETF
1W: +1.3%
1M: -4.2%
3M: +17.2%
YTD: +36.7%
1Y: +40.7%
3Y: +46.4%
5Y: +184.3%
$175.93
+0.35 (+0.20%)
Weekly Expected Move ±2.8%
$166
$171
$176
$181
$186
Overview
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Holdings
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Short Interest
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Institutional Ownership — VDE
843
Institutional Holders
+27 vs prior quarter
0.0%
Ownership
+0.00pp
3B
Total Invested
73
New Positions
233
Increased
367
Reduced
75
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (880 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 2,451,315 | $431M | +487,016 | +24.8% | 15Q | SEC ↗ |
| 2 | MORGAN STANLEY | 1,410,659 | $248M | -177,020 | -11.1% | 60Q | SEC ↗ |
| 3 | UBS Group AG | 985,243 | $173M | -39,872 | -3.9% | 47Q | SEC ↗ |
| 4 | WELLS FARGO & COMPANY/MN | 903,691 | $159M | -73,655 | -7.5% | 79Q | SEC ↗ |
| 5 | LPL Financial LLC | 845,537 | $149M | +27,227 | +3.3% | 54Q | SEC ↗ |
| 6 | Wealthfront Advisers LLC | 797,265 | $140M | -10,385 | -1.3% | 31Q | SEC ↗ |
| 7 | Beacon Capital Management, Inc. | 614,009 | $108M | -106,521 | -14.8% | 51Q | SEC ↗ |
| 8 | ROYAL BANK OF CANADA | 530,314 | $93M | +36,996 | +7.5% | 67Q | SEC ↗ |
| 9 | MANUFACTURERS LIFE INSURANCE COMPANY, | 517,455 | $91M | +20,089 | +4.0% | 53Q | SEC ↗ |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 490,537 | $86M | -76,278 | -13.5% | 71Q | SEC ↗ |
| 11 | PGIM Custom Harvest LLC | 392,086 | $69M | +38,067 | +10.8% | 15Q | SEC ↗ |
| 12 | SCS Capital Management LLC | 372,081 | $65M | +3,636 | +1.0% | 15Q | SEC ↗ |
| 13 | STIFEL FINANCIAL CORP | 312,646 | $55M | +11,209 | +3.7% | 49Q | SEC ↗ |
| 14 | Cetera Investment Advisers | 259,891 | $46M | -40,891 | -13.6% | 43Q | SEC ↗ |
| 15 | Empower Advisory Group, LLC | 251,027 | $44M | -1,473 | -0.6% | 14Q | SEC ↗ |
| 16 | Ameritas Advisory Services, LLC | 229,440 | $40M | +69,496 | +43.5% | 19Q | SEC ↗ |
| 17 | OSAIC HOLDINGS, INC. | 224,509 | $39M | -11,733 | -5.0% | 26Q | SEC ↗ |
| 18 | AMERIPRISE FINANCIAL INC | 217,849 | $38M | -98,169 | -31.1% | 16Q | SEC ↗ |
| 19 | RAYMOND JAMES FINANCIAL INC | 212,685 | $37M | -4,934 | -2.3% | 7Q | SEC ↗ |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 203,889 | $36M | -19,886 | -8.9% | 44Q | SEC ↗ |
| 21 | HighTower Advisors, LLC | 193,821 | $34M | -9,688 | -4.8% | 22Q | SEC ↗ |
| 22 | GREENWOOD GEARHART LLC | 187,545 | $33M | +5,834 | +3.2% | 11Q | SEC ↗ |
| 23 | Greenline Partners, LLC | 169,158 | $30M | +5,914 | +3.6% | 26Q | SEC ↗ |
| 24 | CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 161,826 | $28M | — | +0.0% | 15Q | SEC ↗ |
| 25 | EVERGREEN CAPITAL MANAGEMENT LLC | 145,342 | $26M | -502 | -0.3% | 32Q | SEC ↗ |
| 26 | Corient Private Wealth LP | 140,332 | $25M | -5,446 | -3.7% | 15Q | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 139,010 | $24M | -5,685 | -3.9% | 30Q | SEC ↗ |
| 28 | Cambridge Investment Research Advisors | 132,853 | $23M | -6,284 | -4.5% | 69Q | SEC ↗ |
| 29 | Zuckerman Investment Group, LLC | 116,824 | $21M | -380 | -0.3% | 15Q | SEC ↗ |
| 30 | MERCER GLOBAL ADVISORS INC /ADV | 108,477 | $19M | -25,541 | -19.1% | 22Q | SEC ↗ |
| 31 | CITADEL ADVISORS LLC NEW | 105,222 | $19M | — | +0.0% | 1Q | SEC ↗ |
| 32 | JPMORGAN CHASE & CO | 101,935 | $18M | +7,618 | +8.1% | 44Q | SEC ↗ |
| 33 | PNC Financial Services Group, Inc. | 100,926 | $18M | -3,368 | -3.2% | 15Q | SEC ↗ |
| 34 | ALLEN WEALTH MANAGEMENT, LLC | 100,242 | $18M | -8,364 | -7.7% | 11Q | SEC ↗ |
| 35 | COMMONWEALTH EQUITY SERVICES, LLC | 93,592 | $16M | -4,730 | -4.8% | 35Q | SEC ↗ |
| 36 | TrueWealth Financial Partners | 84,927 | $15M | -57 | -0.1% | 2Q | SEC ↗ |
| 37 | GOLDMAN SACHS GROUP INC | 83,838 | $15M | +54,727 | +188.0% | 15Q | SEC ↗ |
| 38 | CMH Wealth Management LLC | 79,777 | $14M | +1,739 | +2.2% | 26Q | SEC ↗ |
| 39 | Creative Planning | 79,125 | $14M | +4,197 | +5.6% | 59Q | SEC ↗ |
| 40 | SWAN Capital LLC | 76,808 | $14M | -7,494 | -8.9% | 12Q | SEC ↗ |
| 41 | Estate Counselors, LLC | 70,139 | $12M | -12,850 | -15.5% | 7Q | SEC ↗ |
| 42 | Polianta Ltd | 69,600 | $12M | +14,400 | +26.1% | 2Q | SEC ↗ |
| 43 | BFSG, LLC | 65,083 | $11M | +370 | +0.6% | 21Q | SEC ↗ |
| 44 | Roundview Capital LLC | 64,089 | $11M | +94 | +0.1% | 26Q | SEC ↗ |
| 45 | Evelyn Partners Asset Management Ltd | 63,454 | $11M | +2,639 | +4.3% | 6Q | SEC ↗ |
| 46 | Elgethun Capital Management | 61,997 | $11M | +2,628 | +4.4% | 26Q | SEC ↗ |
| 47 | Lido Advisors, LLC | 61,534 | $11M | +1,960 | +3.3% | 15Q | SEC ↗ |
| 48 | Arax Advisory Partners | 61,464 | $11M | +58,163 | +1762.0% | 3Q | SEC ↗ |
| 49 | FIFTH THIRD BANCORP | 60,380 | $11M | -329 | -0.5% | 26Q | SEC ↗ |
| 50 | Pathstone Holdings, LLC | 59,534 | $10M | +10,633 | +21.7% | 11Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| CITADEL ADVISORS LLC | 105,222 | $19M |
| TWO SIGMA INVESTMENTS, LP | 55,300 | $10M |
| Bellwether Advisors, LLC | 45,967 | $8M |
| Journey Advisory Group, LLC | 32,074 | $6M |
| Tower Research Capital LLC (TRC) | 28,768 | $5M |
| D. E. Shaw & Co., Inc. | 25,657 | $5M |
| JANE STREET GROUP, LLC | 20,781 | $4M |
| J. M. Brown & Associates Inc. | 20,287 | $4M |
| HRT FINANCIAL LP | 16,889 | $3M |
| Global Retirement Partners, LLC | 13,137 | $2M |
| Bull Harbor Capital LLC | 12,737 | $2M |
| Evelyn Partners Group Ltd | 10,306 | $2M |
| Carolina Wealth Management Inc | 9,033 | $2M |
| Buck Wealth Strategies, LLC | 8,451 | $1M |
| Point72 Asset Management, L.P. | 8,344 | $1M |
| TWO SIGMA SECURITIES, LLC | 6,777 | $1M |
| Y-Intercept (Hong Kong) Ltd | 6,015 | $1M |
| Evanson Financial, LLC | 5,237 | $921K |
| Vise Technologies, Inc. | 5,225 | $919K |
| KMT WEALTH MANAGEMENT, LLC | 5,059 | $890K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Mirae Asset Global Investments Co., | 221,700 | $39M |
| PRUDENTIAL PLC | 134,900 | $24M |
| TUDOR INVESTMENT CORP ET AL | 124,481 | $22M |
| Independent Advisor Alliance | 45,060 | $8M |
| NKCFO LLC | 38,300 | $7M |
| Empowered Funds, LLC | 33,421 | $6M |
| Kinloch Capital, LLC | 24,030 | $4M |
| Avos Capital Management, LLC | 23,999 | $4M |
| Retireful, LLC | 15,588 | $3M |
| Axiom Financial Strategies, LLC | 14,244 | $3M |
| Murphy, Middleton, Hinkle & Parker, | 13,939 | $2M |
| Clark Capital Management Group, Inc | 13,490 | $2M |
| SeaCrest Wealth Management, LLC | 12,730 | $2M |
| Curran Financial Partners, LLC | 8,768 | $2M |
| Quadrature Capital Ltd | 7,664 | $1M |
| Walser Wealth Management Company, A | 6,024 | $1M |
| PARK AVENUE SECURITIES LLC | 5,713 | $1M |
| SOL Capital Management CO | 5,600 | $985K |
| Forthright Family Wealth Advisory L | 4,948 | $871K |
| INSIGNEO ADVISORY SERVICES, LLC | 4,330 | $762K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | +487,016 | +24.8% | 2,451,315 |
| Ameritas Advisory Services, LLC | +69,496 | +43.5% | 229,440 |
| Arax Advisory Partners | +58,163 | +1762.0% | 61,464 |
| GOLDMAN SACHS GROUP INC | +54,727 | +188.0% | 83,838 |
| Qube Research & Technologies Ltd | +41,229 | +17848.1% | 41,460 |
| Steward Partners Investment Advisor | +39,414 | +403.4% | 49,184 |
| PGIM Custom Harvest LLC | +38,067 | +10.8% | 392,086 |
| ROYAL BANK OF CANADA | +36,996 | +7.5% | 530,314 |
| LPL Financial LLC | +27,227 | +3.3% | 845,537 |
| Retirement Planning Group, LLC | +21,084 | +715.9% | 24,029 |
| MANUFACTURERS LIFE INSURANCE COMPAN | +20,089 | +4.0% | 517,455 |
| ASSETMARK, INC | +19,801 | +87.0% | 42,573 |
| AQR CAPITAL MANAGEMENT LLC | +18,783 | +124.7% | 33,841 |
| Polianta Ltd | +14,400 | +26.1% | 69,600 |
| XTX Topco Ltd | +14,299 | +450.8% | 17,471 |
| CITIZENS FINANCIAL GROUP INC/RI | +13,870 | +154.4% | 22,856 |
| Dunhill Financial, LLC | +11,365 | +28.7% | 50,901 |
| STIFEL FINANCIAL CORP | +11,209 | +3.7% | 312,646 |
| Prospera Financial Services Inc | +11,062 | +32.4% | 45,175 |
| Pathstone Holdings, LLC | +10,633 | +21.7% | 59,534 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| BNP PARIBAS FINANCIAL MARKETS | -450,786 | -99.7% | 1,441 |
| MORGAN STANLEY | -177,020 | -11.1% | 1,410,659 |
| MARSHALL WACE, LLP | -117,328 | -67.3% | 56,938 |
| Beacon Capital Management, Inc. | -106,521 | -14.8% | 614,009 |
| AMERIPRISE FINANCIAL INC | -98,169 | -31.1% | 217,849 |
| ENVESTNET ASSET MANAGEMENT INC | -76,278 | -13.5% | 490,537 |
| WELLS FARGO & COMPANY/MN | -73,655 | -7.5% | 903,691 |
| D.A. DAVIDSON & CO. | -56,474 | -71.7% | 22,283 |
| Berkeley Capital Partners, LLC | -52,239 | -97.1% | 1,578 |
| Cetera Investment Advisers | -40,891 | -13.6% | 259,891 |
| Grove Bank & Trust | -39,974 | -52.1% | 36,816 |
| UBS Group AG | -39,872 | -3.9% | 985,243 |
| NewEdge Advisors, LLC | -34,079 | -49.4% | 34,852 |
| Richmond Brothers, Inc. | -27,520 | -55.9% | 21,692 |
| MERCER GLOBAL ADVISORS INC /ADV | -25,541 | -19.1% | 108,477 |
| EXCHANGE TRADED CONCEPTS, LLC | -21,652 | -44.6% | 26,932 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -19,886 | -8.9% | 203,889 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | -16,010 | -53.5% | 13,897 |
| CENTAURUS FINANCIAL, INC. | -15,954 | -69.1% | 7,150 |
| PRINCIPAL SECURITIES, INC. | -15,933 | -82.4% | 3,396 |