We are live on ! Find out more
VDE icon

Vanguard Energy ETF

623 hedge funds and large institutions have $2.56B invested in Vanguard Energy ETF in 2024 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 231 increasing their positions, 208 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more call options, than puts

Call options by funds: $12.3M | Put options by funds: $2.31M

14% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 49

11% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 208

0% less funds holding

Funds holding: 624623 (-1)

0.77% less ownership

Funds ownership: 33.74%32.97% (-0.77%)

10% less capital invested

Capital invested by funds: $2.85B → $2.56B (-$292M)

38% less funds holding in top 10

Funds holding in top 10: 1610 (-6)

Holders
623
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
8.95%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.14%
New
56
Increased
231
Reduced
208
Closed
49
Calls
$12.3M
Puts
$2.31M
Net Calls
+$10M
Net Calls Change
-$213K
Name Holding Trade Value Shares
Change
Change in
Stake
SB
226
Simmons Bank
Arkansas
$924K
FB
227
First Bancorp
Maine
$907K -$12.5K -100 -1%
PFM
228
Phillips Financial Management
Indiana
$906K -$28.3K -226 -3%
AWM
229
AE Wealth Management
Kansas
$903K -$71.7K -573 -7%
CWM
230
Congress Wealth Management
Massachusetts
$900K -$1.45M -11,555 -61%
QCM
231
Quantinno Capital Management
New York
$894K +$39.6K +317 +5%
AWM
232
Atticus Wealth Management
Florida
$893K +$18.6K +149 +2%
VIA
233
Vickerman Investment Advisors
Washington
$877K -$5.5K -44 -0.6%
ASN
234
Advisory Services Network
Georgia
$876K
CCA
235
Checchi Capital Advisers
California
$871K
Focus Partners Wealth
236
Focus Partners Wealth
Massachusetts
$869K +$611K +4,882 +220%
IFWM
237
Institute for Wealth Management
Colorado
$855K -$74.2K -593 -8%
MMA
238
Miracle Mile Advisors
California
$855K +$106K +848 +14%
CCA
239
Cora Capital Advisors
New Jersey
$851K -$19.8K -158 -2%
FP
240
Financial Perspectives
Minnesota
$848K +$1.75K +14 +0.2%
GT
241
Glenmede Trust
Pennsylvania
$841K +$53.3K +426 +7%
Charles Schwab
242
Charles Schwab
California
$841K -$132K -1,059 -13%
TSWM
243
Tyler-Stone Wealth Management
Ohio
$835K +$457K +3,655 +116%
RIG
244
RiverFront Investment Group
Virginia
$835K +$853K +6,816 New
SSWM
245
Sheets Smith Wealth Management
North Carolina
$832K -$499K -3,989 -37%
NFG
246
Nations Financial Group
Iowa
$830K -$876 -7 -0.1%
DC
247
Davenport & Co
Virginia
$824K -$44.3K -354 -5%
OSAM
248
O'Shaughnessy Asset Management
Connecticut
$816K +$121K +964 +18%
SEIA
249
Signature Estate & Investment Advisors
California
$800K +$5.25K +42 +0.6%
BFAG
250
Blackston Financial Advisory Group
Florida
$799K +$816K +6,523 New

VDE Hedge Fund Activity: Q3 2024 in Review

623 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Energy ETF (VDE) for Q3 2024, worth a combined $2.56B — down 10% from $2.85B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new VDE positions and 49 closed out — a net gain of 7 holders — while 231 added to existing stakes and 208 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $44.9M.

  • 623 institutional investors held Vanguard Energy ETF (VDE) as of Q3 2024, down from 624 in Q2 2024.
  • Funds reported $2.56B of Vanguard Energy ETF stock for Q3 2024, down 10% quarter-over-quarter.
  • 56 funds opened new Vanguard Energy ETF positions in Q3 2024 and 49 closed out, a net change of +7 holders.
  • The largest Vanguard Energy ETF buyer in Q3 2024 was Morgan Stanley, an estimated $14M added.
  • The largest Vanguard Energy ETF seller in Q3 2024 was Beacon Capital Management Inc (Ohio), an estimated $44.9M sold.

Based on aggregated 13F filings for Q3 2024.