We are live on ! Find out more
VDE icon

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
US Bancorp
351
US Bancorp
Minnesota
$446K +$199K +1,661 +78%
SWM
352
Segment Wealth Management
Texas
$443K +$452K +3,774 New
CVA
353
Central Valley Advisors
California
$443K +$453K +3,775 New
TW
354
TritonPoint Wealth
Maryland
$441K +$450K +3,756 New
GIA
355
Guyasuta Investment Advisors
Pennsylvania
$439K
SN
356
Sittner & Nelson
Oregon
$437K
CB
357
Cadence Bank
Mississippi
$434K
Baird Financial Group
358
Baird Financial Group
Wisconsin
$427K -$867K -7,229 -66%
CL
359
COWA LLC
Oklahoma
$423K +$240 +2 +0.1%
BAM
360
BOS Asset Management
Illinois
$422K +$222K +1,852 +106%
CAG
361
Csenge Advisory Group
Florida
$416K -$330K -2,757 -44%
ATC
362
Advantage Trust Company
Kansas
$411K +$420K +3,505 New
SW
363
SteelPeak Wealth
California
$408K -$5.99K -50 -1%
WAP
364
Wealthcare Advisory Partners
Pennsylvania
$405K +$2.88K +24 +0.7%
SCM
365
Steele Capital Management
Iowa
$405K +$414K +3,452 New
ACA
366
Aptus Capital Advisors
Alabama
$401K -$2.01M -16,803 -83%
LWM
367
LongView Wealth Management
Georgia
$398K +$414K +3,457 New
DI
368
DFPG Investments
Utah
$396K +$396K +3,301 New
FTUS
369
Flow Traders U.S.
New York
$389K +$397K +3,315 New
MCM
370
Manchester Capital Management
Vermont
$387K
HNB
371
Huntington National Bank
Ohio
$387K
CCG
372
Chatham Capital Group
Georgia
$387K
NRI
373
NFP Retirement Inc
California
$383K -$12.6K -105 -3%
MGIA
374
Moneta Group Investment Advisors
Missouri
$383K +$37.5K +313 +11%
GFPC
375
Global Financial Private Client
Florida
$381K +$366K +3,051 +1,518%

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.