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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
FPAS
326
Focus Partners Advisor Solutions
Missouri
$485K +$37.4K +299 +8%
W
327
WPWealth
Texas
$483K
UF
328
Univest Financial
Pennsylvania
$480K +$490K +3,920 New
HWA
329
Heartwood Wealth Advisors
Virginia
$478K
SC
330
Scotia Capital
Ontario, Canada
$471K
SF
331
Summit Financial
New Jersey
$468K +$218K +1,745 +85%
ATC
332
Advantage Trust Company
Kansas
$467K
SMC
333
Smith, Moore & Co
Missouri
$466K +$83.4K +667 +21%
NIM
334
Northeast Investment Management
Massachusetts
$466K -$105K -836 -18%
SFA
335
Sequoia Financial Advisors
Ohio
$466K -$71.3K -570 -13%
US Bancorp
336
US Bancorp
Minnesota
$463K +$25.8K +206 +6%
HNB
337
Huntington National Bank
Ohio
$463K
GIA
338
Guyasuta Investment Advisors
Pennsylvania
$458K
BW
339
Bison Wealth
Georgia
$457K -$67.7K -541 -13%
SN
340
Sittner & Nelson
Oregon
$457K
CAG
341
Csenge Advisory Group
Florida
$451K -$37.9K -303 -8%
Vanguard Group
342
Vanguard Group
Pennsylvania
$450K -$60.7K -485 -12%
BCP
343
Berkeley Capital Partners
Georgia
$447K -$27K -216 -6%
BAM
344
BOS Asset Management
Illinois
$439K -$12.4K -99 -3%
NCM
345
Northside Capital Management
Oregon
$433K
ITB
346
Idaho Trust Bank
Idaho
$432K +$6.88K +55 +2%
CAC
347
Certified Advisory Corp
Florida
$431K
P
348
Pitcairn
Pennsylvania
$429K +$438K +3,500 New
AFO
349
Arrowroot Family Office
California
$427K +$437K +3,490 New
CCG
350
Chatham Capital Group
Georgia
$423K

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.