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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
SIC
276
Salem Investment Counselors
North Carolina
$8K +$99 +2 +1%
Bank Julius Baer & Co
277
Bank Julius Baer & Co
Switzerland
$8K +$7.4K +150 New
CIAS
278
Capital Investment Advisory Services
North Carolina
$7K – – –
RCA
279
Ranch Capital Advisors
Florida
$7K +$99 +2 +1%
MWA
280
MFA Wealth Advisors
Pennsylvania
$6.89K +$6.76K +137 New
JHCP
281
Jackson Hole Capital Partners
Oklahoma
$6K – – –
WB
282
Webster Bank
Connecticut
$6K – – –
MIM
283
Macroview Investment Management
Maryland
$6K +$99 +2 +2%
HI
284
Human Investing
Oregon
$5K – – –
ME
285
McIlrath & Eck
Washington
$5K – – –
PP
286
PrairieView Partners
Minnesota
$5K – – –
RMC
287
Resources Management Corp
Connecticut
$5K +$4.98K +101 New
BFEC
288
Benjamin F. Edwards & Company
Missouri
$4K -$1.04K -21 -21%
PWMG
289
Prestige Wealth Management Group
New Jersey
$4K – – –
CDIA
290
Capital Directions Investment Advisors
Georgia
$3K – – –
LF
291
Lee Financial
Texas
$3K – – –
SIS
292
SVB Investment Services
Utah
$3K – – –
WEC
293
Winslow Evans & Crocker
Massachusetts
$3K – – –
PCG
294
Private Capital Group
Connecticut
$3K +$49 +1 +2%
TCM
295
TD Capital Management
Tennessee
$3K +$2.86K +58 New
SFPG
296
Stonebridge Financial Planning Group
Florida
$2K -$43.2K -875 -95%
AIC
297
Archer Investment Corporation
Indiana
$1.61K +$1.58K +32 New
BCWM
298
Bartlett & Co Wealth Management
Ohio
$1.41K +$1.38K +28 New
AWM
299
Avior Wealth Management
Nebraska
$1K – – –
CWA
300
Carolina Wealth Advisors
South Carolina
$1K – – –
10 11
12
13 14

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.