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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
USB
326
Union Savings Bank
Connecticut
$504K
GVAG
327
Great Valley Advisor Group
Delaware
$498K -$161K -1,346 -24%
HCC
328
Hirtle Callaghan & Co
Pennsylvania
$497K +$508K +4,238 New
MSFS
329
Main Street Financial Solutions
Pennsylvania
$491K -$240 -2 -0%
NAM
330
NorthCrest Asset Manangement
Minnesota
$488K +$9.95K +83 +2%
SHFA
331
SC&H Financial Advisors
Maryland
$485K +$2.52K +21 +0.5%
AFP
332
Ausdal Financial Partners
Iowa
$484K -$17.1K -143 -3%
PP
333
PDS Planning
Ohio
$484K +$719 +6 +0.1%
SSB
334
Sandy Spring Bank
Maryland
$481K +$7.07K +59 +1%
SC
335
Savant Capital
Illinois
$480K -$34.5K -288 -7%
HWA
336
Heartwood Wealth Advisors
Virginia
$474K
GLLW
337
Graves Light Lenhart Wealth
Virginia
$472K
SC
338
Scotia Capital
Ontario, Canada
$471K
NAG
339
Northstar Advisory Group
New Jersey
$469K -$550K -4,585 -53%
GCP
340
GSA Capital Partners
United Kingdom
$469K +$479K +3,999 New
VIM
341
Vista Investment Management
Pennsylvania
$466K +$14.6K +122 +3%
SA
342
Strategic Advocates
Utah
$466K +$476K +3,971 New
IRAG
343
Investment Research & Advisory Group
Georgia
$465K
W
344
WPWealth
Texas
$463K
FAIM
345
Financial Advocates Investment Management
Washington
$462K +$147K +1,227 +45%
TI
346
Trexquant Investment
Connecticut
$462K +$472K +3,936 New
SFA
347
Sequoia Financial Advisors
Ohio
$460K +$34.6K +289 +8%
IA
348
IFG Advisory
Georgia
$459K +$24.6K +205 +6%
TBC
349
Ted Buchan & Co
California
$455K -$137K -1,142 -23%
MCM
350
MontVue Capital Management
Virginia
$447K +$457K +3,813 New

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.