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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
BCM
251
Brookstone Capital Management
Illinois
$799K -$125 -1 -0%
CA
252
Cambridge Advisors
Nebraska
$799K +$9.13K +73 +1%
C
253
CEDRUS
Colorado
$777K +$143K +1,147 +22%
CFO
254
Colony Family Offices
North Carolina
$773K -$289K -2,310 -27%
PWP
255
Principle Wealth Partners
Connecticut
$771K -$18K -144 -2%
CWM
256
Cornerstone Wealth Management
Missouri
$771K +$10.1K +81 +1%
GRP
257
Global Retirement Partners
California
$762K +$88.8K +710 +13%
RJT
258
Raymond James Trust
Florida
$757K
MA
259
Mutual Advisors
Nebraska
$753K +$67.9K +543 +10%
SI
260
Stephens Inc
Arkansas
$752K
MWM
261
Modera Wealth Management
New Jersey
$751K +$3.25K +26 +0.4%
Northern Trust
262
Northern Trust
Illinois
$746K -$39.9K -319 -5%
SSB
263
Sandy Spring Bank
Maryland
$746K +$141K +1,125 +23%
CB
264
Commerce Bank
Missouri
$742K
PCM
265
Parsons Capital Management
Rhode Island
$738K
VCM
266
Versant Capital Management
Arizona
$735K +$208K +1,665 +38%
PP
267
Patten & Patten
Tennessee
$735K -$250 -2 -0%
ECA
268
Elevation Capital Advisory
Oregon
$726K +$742K +5,931 New
Chevy Chase Trust
269
Chevy Chase Trust
Maryland
$725K
FFN
270
Focus Financial Network
Minnesota
$724K +$733K +5,859 New
MIAS
271
Mason Investment Advisory Services
Virginia
$717K +$15.5K +124 +2%
GWM
272
Global Wealth Management
New Jersey
$716K +$731K +5,843 New
SCM
273
SOL Capital Management
Maryland
$710K -$12.5K -100 -2%
HIC
274
Holderness Investments Company
North Carolina
$709K +$250 +2 +0%
Franklin Resources
275
Franklin Resources
California
$691K -$2.16M -17,300 -76%

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.