VDE icon

Vanguard Energy ETF

640 hedge funds and large institutions have $2.43B invested in Vanguard Energy ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 231 increasing their positions, 248 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

7% less funds holding

Funds holding: 687640 (-47)

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

52% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 75

Holders
640
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14.1M
Puts
$6.99M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
326
Heartwood Wealth Advisors
Virginia
$465K
UF
327
Univest Financial
Pennsylvania
$461K
UAG
328
United Advisor Group
Ohio
$459K
AWM
329
Axxcess Wealth Management
California
$454K
WWM
330
Western Wealth Management
Colorado
$454K
FFS
331
Fischer Financial Services
Pennsylvania
$451K
WF
332
Warner Financial
Maryland
$448K
GIA
333
Guyasuta Investment Advisors
Pennsylvania
$446K
GLLW
334
Graves Light Lenhart Wealth
Virginia
$445K
SN
335
Sittner & Nelson
Oregon
$444K
HIC
336
Holderness Investments Company
North Carolina
$434K
US Bancorp
337
US Bancorp
Minnesota
$431K
ATC
338
Advantage Trust Company
Kansas
$431K
BFO
339
Boston Family Office
Massachusetts
$425K
WSFS
340
Wilmington Savings Fund Society
Delaware
$422K
NCM
341
Northside Capital Management
Oregon
$421K
CIP
342
Capital Insight Partners
Arizona
$418K
VFP
343
Verus Financial Partners
Virginia
$416K
CAC
344
Certified Advisory Corp
Florida
$414K
Vanguard Group
345
Vanguard Group
Pennsylvania
$412K
CCG
346
Chatham Capital Group
Georgia
$411K
DI
347
Disciplined Investments
Oklahoma
$411K
FPAS
348
Focus Partners Advisor Solutions
Missouri
$409K
CW
349
CreativeOne Wealth
Kansas
$405K
BBHC
350
Brown Brothers Harriman & Co
New York
$396K