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Vanguard Energy ETF
VDE

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: 624 → 623 (-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: 16 → 10 (-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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$14M
2
SC
Swan Capital
Florida
+$3.75M
3
Bank of America
Bank of America
North Carolina
+$3.42M
4
GB
Gunma Bank
Japan
+$3.25M
5
RB
Richmond Brothers
Michigan
+$3.2M

Top Sellers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$44.9M
2
MMEA
Main Management ETF Advisors
California
-$43.9M
3
SFC
Strategic Financial Concepts
Texas
-$28.3M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$26.4M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$20.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
376
BSW Wealth Partners
Colorado
$342K – – –
PIA
377
Panoramic Investment Advisors
Colorado
$340K +$347K +2,777 New
YWM
378
Yoder Wealth Management
California
$337K – – –
CWM
379
Collaborative Wealth Management
Florida
$336K -$9.76K -78 -3%
TPI
380
Trust Point Inc
Wisconsin
$334K – – –
IA
381
IFP Advisors
Florida
$333K -$22K -176 -6%
KA
382
Kovack Advisors
Florida
$331K +$76.2K +609 +29%
Renaissance Technologies
383
Renaissance Technologies
New York
$331K +$338K +2,700 New
CWM
384
Chemistry Wealth Management
New York
$331K – – –
OCPWS
385
One Charles Private Wealth Services
Massachusetts
$330K -$23.1K -185 -6%
IWC
386
Integrated Wealth Concepts
Massachusetts
$320K -$18.8K -150 -5%
TSS
387
Two Sigma Securities
New York
$317K +$324K +2,591 New
WFA
388
WMG Financial Advisors
Tennessee
$316K – – –
ECG
389
Edge Capital Group
Georgia
$315K – – –
RWM
390
RBA Wealth Management
California
$314K +$15.1K +121 +5%
AWA
391
Arete Wealth Advisors
Illinois
$311K -$11.3K -90 -3%
HWA
392
HHM Wealth Advisors
Tennessee
$310K – – –
M
393
MYeCFO
California
$308K +$1.25K +10 +0.4%
CA
394
Clearstead Advisors
Ohio
$307K +$500 +4 +0.2%
GWA
395
Gibson Wealth Advisors
Texas
$306K – – –
TPCW
396
TD Private Client Wealth
New York
$305K -$67.4K -539 -18%
PG
397
Prostatis Group
Maryland
$304K +$48.4K +387 +18%
Bank of Montreal
398
Bank of Montreal
Ontario, Canada
$304K -$20K -160 -6%
ST
399
Sentinel Trust
Texas
$300K -$155K -1,243 -34%
CJ
400
Caitlin John
Michigan
$298K -$33K -264 -10%
14 15
16
17 18

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.