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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
ACM
276
Advisors Capital Management
New Jersey
$689K +$24.8K +198 +4%
TP
277
Tranquility Partners
Tennessee
$677K
MWP
278
Madison Wealth Partners
Wisconsin
$670K +$685K +5,473 New
VM
279
VPR Management
Texas
$649K
MCM
280
MontVue Capital Management
Virginia
$644K -$3.25K -26 -0.5%
KBFS
281
Kohmann Bosshard Financial Services
Ohio
$641K -$125K -1,000 -16%
IWM
282
IHT Wealth Management
Illinois
$629K -$78K -624 -11%
UCFA
283
United Capital Financial Advisors
Texas
$627K +$43.4K +347 +7%
CFFP
284
Center for Financial Planning
Michigan
$625K +$20.1K +161 +3%
MSFS
285
Main Street Financial Solutions
Pennsylvania
$625K -$5.13K -41 -0.8%
OIA
286
OneDigital Investment Advisors
Kansas
$625K +$1.38K +11 +0.2%
WSFS
287
Wilmington Savings Fund Society
Delaware
$617K +$630K +5,039 New
CSC
288
Caldwell Sutter Capital
California
$612K
FAIM
289
Financial Advocates Investment Management
Washington
$608K +$151K +1,207 +32%
RMAM
290
Raab & Moskowitz Asset Management
New Jersey
$607K -$51.7K -413 -8%
SCA
291
Snowden Capital Advisors
New York
$607K +$8.76K +70 +1%
CWS
292
Cypress Wealth Services
California
$599K -$16.5K -132 -3%
SB
293
Strategic Blueprint
Georgia
$597K +$120K +963 +25%
AssetMark Inc
294
AssetMark Inc
California
$594K +$164K +1,314 +37%
HF
295
HRT Financial
New York
$591K -$2.38M -19,059 -80%
AF
296
Allworth Financial
California
$591K +$41.5K +332 +7%
CIP
297
Capital Insight Partners
Arizona
$591K
NRI
298
NFP Retirement Inc
California
$588K +$2K +16 +0.3%
Jones Financial Companies
299
Jones Financial Companies
Missouri
$583K +$246K +1,965 +70%
RCA
300
Resonant Capital Advisors
Wisconsin
$576K -$3.13K -25 -0.5%

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.