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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
VCM
301
Versant Capital Management
Arizona
$597K +$2.04K +17 +0.3%
CPRC
302
Consolidated Portfolio Review Corp
New York
$594K -$60.2K -502 -9%
UCFA
303
United Capital Financial Advisors
Texas
$592K -$72K -601 -11%
CWS
304
Cypress Wealth Services
California
$589K +$7.07K +59 +1%
CFGSD
305
Compass Financial Group (South Dakota)
South Dakota
$586K -$53.7K -448 -8%
CIP
306
Capital Insight Partners
Arizona
$581K
SWP
307
Semus Wealth Partners
Florida
$580K -$103K -860 -15%
OW
308
Olistico Wealth
Oklahoma
$578K -$142K -1,188 -19%
NIM
309
Northeast Investment Management
Massachusetts
$577K +$77K +642 +15%
CFFP
310
Center for Financial Planning
Michigan
$575K -$59.9K -500 -9%
NCM
311
Northside Capital Management
Oregon
$561K
GP
312
Girard Partners
Pennsylvania
$559K +$82.4K +687 +17%
MECA
313
Miller Equity Capital Advisors
Texas
$555K
BDF
314
Black Diamond Financial
Maryland
$554K
RCA
315
Resonant Capital Advisors
Wisconsin
$551K +$241K +2,007 +75%
ST
316
Sentinel Trust
Texas
$546K -$41.4K -345 -7%
RSWM
317
Robertson Stephens Wealth Management
California
$540K +$3.72K +31 +0.7%
GEA
318
Glen Eagle Advisors
New Jersey
$535K +$21.5K +179 +4%
WWM
319
Western Wealth Management
Colorado
$529K +$44.7K +373 +9%
NAS
320
NWF Advisory Services
California
$523K -$33.1K -276 -6%
CCFCSB
321
Cape Cod Five Cents Savings Bank
Massachusetts
$521K -$201K -1,674 -27%
FA
322
Fiduciary Alliance
South Carolina
$520K -$104K -867 -16%
BW
323
Bison Wealth
Georgia
$519K +$240 +2 +0%
LFAS
324
Level Four Advisory Services
Texas
$517K +$15.5K +129 +3%
IWA
325
IVC Wealth Advisors
Pennsylvania
$514K +$81.5K +680 +18%

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.