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Vanguard Energy ETF
VDE

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: 624 → 623 (-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: 16 → 10 (-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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$14M
2
SC
Swan Capital
Florida
+$3.75M
3
Bank of America
Bank of America
North Carolina
+$3.42M
4
GB
Gunma Bank
Japan
+$3.25M
5
RB
Richmond Brothers
Michigan
+$3.2M

Top Sellers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$44.9M
2
MMEA
Main Management ETF Advisors
California
-$43.9M
3
SFC
Strategic Financial Concepts
Texas
-$28.3M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$26.4M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$20.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
301
Robertson Stephens Wealth Management
California
$571K +$13.5K +108 +2%
CRI
302
Colonial River Investments
Virginia
$570K +$7.13K +57 +1%
WANY
303
Wealthspire Advisors (New York)
New York
$570K +$125 +1 +0%
AWM
304
Axxcess Wealth Management
California
$567K +$4.88K +39 +0.8%
IWA
305
IVC Wealth Advisors
Pennsylvania
$565K +$50K +400 +10%
BCA
306
Bray Capital Advisors
Florida
$563K -$243K -1,945 -30%
WWM
307
Western Wealth Management
Colorado
$547K -$375 -3 -0.1%
VIM
308
Vista Investment Management
Pennsylvania
$545K +$52K +416 +10%
GVAG
309
Great Valley Advisor Group
Delaware
$545K +$55.8K +446 +11%
FA
310
Fiduciary Alliance
South Carolina
$545K +$2K +16 +0.4%
BWM
311
Birchcreek Wealth Management
Ohio
$529K -$10.1K -81 -2%
PP
312
PDS Planning
Ohio
$529K +$2.88K +23 +0.5%
HCC
313
Hirtle Callaghan & Co
Pennsylvania
$519K – – –
USB
314
Union Savings Bank
Connecticut
$518K -$8.38K -67 -2%
LIM
315
Leavell Investment Management
Alabama
$518K +$14.4K +115 +3%
CCFCSB
316
Cape Cod Five Cents Savings Bank
Massachusetts
$514K – – –
EH
317
Equitable Holdings
New York
$509K +$111K +884 +27%
NAM
318
NorthCrest Asset Manangement
Minnesota
$506K +$750 +6 +0.1%
WPC
319
Wedmont Private Capital
Pennsylvania
$506K +$149K +1,189 +44%
SGCA
320
Steel Grove Capital Advisors
Tennessee
$498K – – –
GLLW
321
Graves Light Lenhart Wealth
Virginia
$493K – – –
SWA
322
Stratos Wealth Advisors
Ohio
$492K +$375 +3 +0.1%
CFGSD
323
Compass Financial Group (South Dakota)
South Dakota
$486K -$5.13K -41 -1%
IRAG
324
Investment Research & Advisory Group
Georgia
$486K – – –
ACM
325
Avalon Capital Management
California
$485K -$12.5K -100 -2%
11 12
13
14 15

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.