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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
TBC
351
Ted Buchan & Co
California
$420K -$14.8K -118 -3%
DI
352
Disciplined Investments
Oklahoma
$419K +$23.3K +186 +6%
VFP
353
Verus Financial Partners
Virginia
$412K +$6.5K +52 +2%
MCM
354
Manchester Capital Management
Vermont
$405K
OW
355
Olistico Wealth
Oklahoma
$401K -$214K -1,710 -34%
BCM
356
Blume Capital Management
California
$399K
TCWM
357
Total Clarity Wealth Management
Illinois
$396K -$1.15M -9,163 -74%
CW
358
CreativeOne Wealth
Kansas
$390K +$61.7K +493 +18%
CL
359
COWA LLC
Oklahoma
$387K -$38.3K -306 -9%
Baird Financial Group
360
Baird Financial Group
Wisconsin
$379K -$54.5K -436 -12%
SOS
361
Silver Oak Securities
Tennessee
$378K +$3.25K +26 +0.8%
RWP
362
RWA Wealth Partners
Massachusetts
$375K +$114K +915 +43%
TIAA Trust, National Association
363
TIAA Trust, National Association
North Carolina
$374K +$37.1K +297 +11%
SW
364
SteelPeak Wealth
California
$372K +$88.6K +708 +31%
BDF
365
Black Diamond Financial
Maryland
$367K -$1K -8 -0.3%
IWN
366
Independent Wealth Network
Iowa
$362K -$4.63K -37 -1%
TW
367
TritonPoint Wealth
Maryland
$362K +$368K +2,945 New
HI
368
Harbour Investments
Wisconsin
$361K
MMPW
369
Mitchell McLeod Pugh & Williams
Alabama
$361K
AFP
370
Ausdal Financial Partners
Iowa
$359K -$13.5K -108 -4%
JSSH
371
J. Safra Sarasin Holding
$355K -$125K -1,000 -26%
LWM
372
LongView Wealth Management
Georgia
$354K -$39.4K -315 -10%
GC
373
Garde Capital
Washington
$353K
CSPIA
374
Cary Street Partners Investment Advisory
Virginia
$351K -$152K -1,219 -30%
SHFA
375
SC&H Financial Advisors
Maryland
$348K -$163K -1,302 -31%

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.