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Vanguard Energy ETF

625 hedge funds and large institutions have $2.89B invested in Vanguard Energy ETF in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 206 increasing their positions, 215 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

326% more call options, than puts

Call options by funds: $13.9M | Put options by funds: $3.25M

51% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 53

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

3% more funds holding

Funds holding: 604625 (+21)

0.51% more ownership

Funds ownership: 35.8%36.31% (+0.51%)

4% less repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 215

7% less capital invested

Capital invested by funds: $3.12B → $2.89B (-$227M)

Holders
625
Holders Change
+21
Holders Change %
+3.48%
% of All Funds
9.11%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.25%
New
80
Increased
206
Reduced
215
Closed
53
Calls
$13.9M
Puts
$3.25M
Net Calls
+$10.6M
Net Calls Change
-$26.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HIC
276
Holderness Investments Company
North Carolina
$686K -$26.4K -220 -4%
NFG
277
Nations Financial Group
Iowa
$682K +$12.3K +103 +2%
CS
278
Credit Suisse
Switzerland
$680K +$695K +5,800 New
Renaissance Technologies
279
Renaissance Technologies
New York
$680K -$1.15M -9,600 -62%
PP
280
Patten & Patten
Tennessee
$674K
FFWA
281
Forthright Family Wealth Advisory
Texas
$670K +$685K +5,717 New
IAN
282
Integrated Advisors Network
Texas
$663K +$678K +5,653 New
SCA
283
Snowden Capital Advisors
New York
$659K -$58.1K -485 -8%
BCP
284
Berkeley Capital Partners
Georgia
$659K -$2.52M -20,998 -79%
FFN
285
Focus Financial Network
Minnesota
$657K -$676K -5,641 -50%
C
286
CEDRUS
Colorado
$652K +$129K +1,080 +24%
OIA
287
OneDigital Investment Advisors
Kansas
$652K -$119K -990 -15%
MIAS
288
Mason Investment Advisory Services
Virginia
$650K +$6.23K +52 +0.9%
TP
289
Tranquility Partners
Tennessee
$649K -$114K -952 -15%
AF
290
Allworth Financial
California
$644K -$3.6K -30 -0.5%
RMAM
291
Raab & Moskowitz Asset Management
New Jersey
$633K -$2.04K -17 -0.3%
BWM
292
Birchcreek Wealth Management
Ohio
$625K +$69K +576 +12%
DAM
293
Derbend Asset Management
Georgia
$625K +$228K +1,901 +56%
WANY
294
Wealthspire Advisors (New York)
New York
$624K +$148K +1,235 +30%
VM
295
VPR Management
Texas
$622K
MA
296
Mutual Advisors
Nebraska
$615K +$80.3K +670 +15%
CSC
297
Caldwell Sutter Capital
California
$614K +$40.2K +335 +7%
ACM
298
Advisors Capital Management
New Jersey
$613K +$22.8K +190 +4%
GRP
299
Global Retirement Partners
California
$608K +$477K +3,976 +281%
BNP Paribas Financial Markets
300
BNP Paribas Financial Markets
France
$598K -$122K -1,017 -17%

VDE Hedge Fund Activity: Q4 2023 in Review

625 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Energy ETF (VDE) for Q4 2023, worth a combined $2.89B — down 7.3% from $3.12B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new VDE positions and 53 closed out — a net gain of 27 holders — while 206 added to existing stakes and 215 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $257M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $162M.

  • 625 institutional investors held Vanguard Energy ETF (VDE) as of Q4 2023, up from 604 in Q3 2023.
  • Funds reported $2.89B of Vanguard Energy ETF stock for Q4 2023, down 7.3% quarter-over-quarter.
  • 80 funds opened new Vanguard Energy ETF positions in Q4 2023 and 53 closed out, a net change of +27 holders.
  • The largest Vanguard Energy ETF buyer in Q4 2023 was Morgan Stanley, an estimated $257M added.
  • The largest Vanguard Energy ETF seller in Q4 2023 was Beacon Capital Management Inc (Ohio), an estimated $162M sold.

Based on aggregated 13F filings for Q4 2023.