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Vanguard Energy ETF
VDE

306 hedge funds and large institutions have $891M invested in Vanguard Energy ETF in 2020 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 103 increasing their positions, 93 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more funds holding in top 10

Funds holding in top 10: 5 → 8 (+3)

60% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 42

30% more capital invested

Capital invested by funds: $685M → $891M (+$206M)

18% more call options, than puts

Call options by funds: $6.75M | Put options by funds: $5.71M

11% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 93

7% more funds holding

Funds holding: 286 → 306 (+20)

4.93% less ownership

Funds ownership: 34.5% → 29.57% (-4.9%)

Holders
306
Holders Change
+20
Holders Change %
+6.99%
% of All Funds
6.27%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.16%
New
67
Increased
103
Reduced
93
Closed
42
Calls
$6.75M
Puts
$5.71M
Net Calls
+$1.03M
Net Calls Change
+$3.2M

Top Buyers

1
BO
BRR OpCo
Ohio
+$34.3M
2
Wealthfront Advisers
Wealthfront Advisers
California
+$19.7M
3
Bank of America
Bank of America
North Carolina
+$12.5M
4
CCM
Consolidated Capital Management
California
+$9.78M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$7.38M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$19.1M
2
Osaic Holdings
Osaic Holdings
Arizona
-$14.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$13.6M
4
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$10.7M
5
HF
HRT Financial
New York
-$10.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
226
Janiczek Wealth Management
Colorado
$35K +$34.2K +694 New
JCM
227
Jacobi Capital Management
Pennsylvania
$34K +$4.24K +86 +15%
AAP
228
Arax Advisory Partners
Colorado
$34K +$31.2K +632 +1,621%
CAC
229
Certified Advisory Corp
Florida
$33K +$30.4K +617 +1,402%
SSB
230
Sandy Spring Bank
Maryland
$33K +$32.3K +655 New
William Blair & Company
231
William Blair & Company
Illinois
$31K -$35.7K -724 -54%
FHA
232
Flagship Harbor Advisors
Massachusetts
$30K -$58.4K -1,183 -66%
TWA
233
TCI Wealth Advisors
Arizona
$30K – – –
CWM
234
Cranbrook Wealth Management
Michigan
$30K +$27K +548 +1,305%
APWA
235
Atlas Private Wealth Advisors
New Jersey
$30K +$29.1K +589 New
GCM
236
Gables Capital Management
Florida
$30K +$29.1K +590 New
PWP
237
Principle Wealth Partners
Connecticut
$30K +$29.6K +600 New
Franklin Resources
238
Franklin Resources
California
$28K +$27.1K +550 New
EDRH
239
Edmond de Rothschild Holding
Switzerland
$25K +$24.7K +500 New
IA
240
IFP Advisors
Florida
$24K -$52.3K -1,061 -66%
RFWA
241
RPg Family Wealth Advisory
Massachusetts
$23.2K – – –
PCFFS
242
Pacific Center for Financial Services
California
$22K – – –
WCG
243
Weaver Consulting Group
California
$22K – – –
CAGAS
244
Capital Advisory Group Advisory Services
Minnesota
$22K +$4.93K +100 +30%
CL
245
Cabana LLC
Arkansas
$20K +$19.7K +400 New
SIS
246
Sound Income Strategies
Florida
$19K -$4.88K -99 -21%
EIP
247
Ellis Investment Partners
Pennsylvania
$19K +$247 +5 +1%
IWP
248
IAG Wealth Partners
Wisconsin
$19K +$4.93K +100 +36%
NG
249
NWK Group
California
$19K +$18.4K +372 New
FA
250
Financial Advantage
Maryland
$19K +$19K +386 New
8 9
10
11 12

VDE Hedge Fund Activity: Q2 2020 in Review

306 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vanguard Energy ETF (VDE) for Q2 2020, worth a combined $891M — up 30% from $685M a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new VDE positions and 42 closed out — a net gain of 25 holders — while 103 added to existing stakes and 93 trimmed.

The largest buyer was BRR OpCo, opening a new position worth an estimated $34.3M. The largest seller was Bank of Montreal, exiting entirely with an estimated $19.1M sold.

  • 306 institutional investors held Vanguard Energy ETF (VDE) as of Q2 2020, up from 286 in Q1 2020.
  • Funds reported $891M of Vanguard Energy ETF stock for Q2 2020, up 30% quarter-over-quarter.
  • 67 funds opened new Vanguard Energy ETF positions in Q2 2020 and 42 closed out, a net change of +25 holders.
  • The largest Vanguard Energy ETF buyer in Q2 2020 was BRR OpCo, an estimated $34.3M added.
  • The largest Vanguard Energy ETF seller in Q2 2020 was Bank of Montreal, an estimated $19.1M sold.

Based on aggregated 13F filings for Q2 2020.