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Vanguard Energy ETF

692 hedge funds and large institutions have $3.89B invested in Vanguard Energy ETF in 2024 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 256 increasing their positions, 186 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

512% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $2.81M

163% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 49

52% more capital invested

Capital invested by funds: $2.56B → $3.89B (+$1.33B)

38% more repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 186

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

11% more funds holding

Funds holding: 623692 (+69)

2.84% more ownership

Funds ownership: 32.97%35.81% (+2.8%)

Holders
692
Holders Change
+69
Holders Change %
+11.08%
% of All Funds
9.11%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
129
Increased
256
Reduced
186
Closed
49
Calls
$17.2M
Puts
$2.81M
Net Calls
+$14.4M
Net Calls Change
+$4.39M
Name Holding Trade Value Shares
Change
Change in
Stake
DI
376
Disciplined Investments
Oklahoma
$420K +$4.58K +36 +1%
CCG
377
Chatham Capital Group
Georgia
$419K
Vanguard Group
378
Vanguard Group
Pennsylvania
$418K -$29.2K -229 -6%
VFP
379
Verus Financial Partners
Virginia
$415K +$3.44K +27 +0.8%
KWA
380
Kingswood Wealth Advisors
California
$414K +$434K +3,410 New
ITB
381
Idaho Trust Bank
Idaho
$413K -$15.5K -122 -3%
JSSH
382
J. Safra Sarasin Holding
$412K +$63.7K +500 +17%
CW
383
CreativeOne Wealth
Kansas
$411K +$25.7K +202 +6%
BAM
384
BOS Asset Management
Illinois
$408K -$28K -220 -6%
Charles Schwab
385
Charles Schwab
California
$407K -$447K -3,508 -51%
CG
386
Caprock Group
Idaho
$407K +$150K +1,176 +54%
HC
387
Hara Capital
Washington
$404K +$409K +3,212 +2,722%
MCM
388
Manchester Capital Management
Vermont
$401K
NIM
389
Northeast Investment Management
Massachusetts
$396K -$68.4K -537 -14%
OW
390
Olistico Wealth
Oklahoma
$396K -$1.78K -14 -0.4%
BCM
391
Blume Capital Management
California
$395K
OIA
392
OneDigital Investment Advisors
Kansas
$395K -$235K -1,842 -36%
BCP
393
Berkeley Capital Partners
Georgia
$394K -$51.1K -401 -11%
SMC
394
Smith, Moore & Co
Missouri
$394K -$70.9K -557 -15%
RIG
395
RiverFront Investment Group
Virginia
$391K -$457K -3,590 -53%
SG
396
StoneX Group
New York
$389K +$409K +3,209 New
ITIM
397
Indiana Trust & Investment Management
Indiana
$388K +$407K +3,200 New
Legacy Financial Group (Iowa)
398
Legacy Financial Group (Iowa)
Iowa
$381K +$400K +3,138 New
UAG
399
United Advisor Group
Ohio
$380K +$399K +3,132 New
ECM
400
Exchange Capital Management
Michigan
$379K +$104K +819 +36%

VDE Hedge Fund Activity: Q4 2024 in Review

692 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Energy ETF (VDE) for Q4 2024, worth a combined $3.89B — up 52% from $2.56B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new VDE positions and 49 closed out — a net gain of 80 holders — while 256 added to existing stakes and 186 trimmed.

The largest buyer was Quadrature Capital, opening a new position worth an estimated $25.2M. The largest seller was Main Management ETF Advisors, exiting entirely with an estimated $45.2M sold.

  • 692 institutional investors held Vanguard Energy ETF (VDE) as of Q4 2024, up from 623 in Q3 2024.
  • Funds reported $3.89B of Vanguard Energy ETF stock for Q4 2024, up 52% quarter-over-quarter.
  • 129 funds opened new Vanguard Energy ETF positions in Q4 2024 and 49 closed out, a net change of +80 holders.
  • The largest Vanguard Energy ETF buyer in Q4 2024 was Quadrature Capital, an estimated $25.2M added.
  • The largest Vanguard Energy ETF seller in Q4 2024 was Main Management ETF Advisors, an estimated $45.2M sold.

Based on aggregated 13F filings for Q4 2024.