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Vanguard Energy ETF

692 hedge funds and large institutions have $3.89B invested in Vanguard Energy ETF in 2024 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 256 increasing their positions, 186 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

512% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $2.81M

163% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 49

52% more capital invested

Capital invested by funds: $2.56B → $3.89B (+$1.33B)

38% more repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 186

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

11% more funds holding

Funds holding: 623692 (+69)

2.84% more ownership

Funds ownership: 32.97%35.81% (+2.8%)

Holders
692
Holders Change
+69
Holders Change %
+11.08%
% of All Funds
9.11%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
129
Increased
256
Reduced
186
Closed
49
Calls
$17.2M
Puts
$2.81M
Net Calls
+$14.4M
Net Calls Change
+$4.39M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
226
Steward Partners Investment Advisory
New York
$1.11M -$40.2K -316 -3%
MECA
227
Miller Equity Capital Advisors
Texas
$1.11M +$50.9K +400 +5%
B
228
Bailard
California
$1.11M +$865K +6,796 +289%
MFG
229
Merit Financial Group
Georgia
$1.11M -$409K -3,211 -26%
BRWA
230
B. Riley Wealth Advisors
Florida
$1.1M -$255 -2 -0%
SWA
231
Stratos Wealth Advisors
Ohio
$1.09M +$637K +4,999 +125%
NAS
232
NWF Advisory Services
California
$1.07M +$62.5K +491 +6%
FFC
233
First Financial Corp
Indiana
$1.06M +$32K +251 +3%
FG
234
Fiduciary Group
Georgia
$1.06M +$141K +1,111 +15%
FMN
235
Financial Management Network
California
$1.05M -$163K -1,279 -13%
PA
236
PFG Advisors
Arizona
$1.03M +$4.58K +36 +0.4%
CWM
237
Congress Wealth Management
Massachusetts
$1.01M +$126K +986 +13%
CA
238
Calton & Associates
Florida
$1.01M +$1.06M +8,317 New
SCG
239
Sonata Capital Group
Washington
$1M -$44.6K -350 -4%
GRP
240
Global Retirement Partners
California
$983K +$240K +1,887 +30%
SC
241
Savant Capital
Illinois
$972K -$62.1K -488 -6%
Jones Financial Companies
242
Jones Financial Companies
Missouri
$969K +$407K +3,197 +67%
WF
243
Warner Financial
Maryland
$969K -$132K -1,039 -12%
OSAM
244
O'Shaughnessy Asset Management
Connecticut
$962K +$206K +1,614 +26%
AAP
245
Arax Advisory Partners
Colorado
$957K +$1M +7,892 New
ACP
246
Aveo Capital Partners
Colorado
$947K -$8.02K -63 -0.8%
FOFP
247
Fee-Only Financial Planning
South Carolina
$946K
CMMS
248
Comprehensive Money Management Services
Florida
$941K +$987K +7,754 New
OC
249
Optima Capital
Oregon
$940K +$986K +7,745 New
SB
250
Simmons Bank
Arkansas
$915K

VDE Hedge Fund Activity: Q4 2024 in Review

692 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Energy ETF (VDE) for Q4 2024, worth a combined $3.89B — up 52% from $2.56B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new VDE positions and 49 closed out — a net gain of 80 holders — while 256 added to existing stakes and 186 trimmed.

The largest buyer was Quadrature Capital, opening a new position worth an estimated $25.2M. The largest seller was Main Management ETF Advisors, exiting entirely with an estimated $45.2M sold.

  • 692 institutional investors held Vanguard Energy ETF (VDE) as of Q4 2024, up from 623 in Q3 2024.
  • Funds reported $3.89B of Vanguard Energy ETF stock for Q4 2024, up 52% quarter-over-quarter.
  • 129 funds opened new Vanguard Energy ETF positions in Q4 2024 and 49 closed out, a net change of +80 holders.
  • The largest Vanguard Energy ETF buyer in Q4 2024 was Quadrature Capital, an estimated $25.2M added.
  • The largest Vanguard Energy ETF seller in Q4 2024 was Main Management ETF Advisors, an estimated $45.2M sold.

Based on aggregated 13F filings for Q4 2024.