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
JSSH
376
J. Safra Sarasin Holding
$345K
CA
377
Clearstead Advisors
Ohio
$345K
GC
378
Garde Capital
Washington
$344K
Carson Wealth (CWM LLC)
379
Carson Wealth (CWM LLC)
Nebraska
$343K
GC
380
Guidance Capital
Kentucky
$343K
CFGSD
381
Compass Financial Group (South Dakota)
South Dakota
$342K
CSP
382
Cary Street Partners
Virginia
$341K
PIA
383
Panoramic Investment Advisors
Colorado
$340K
SHFA
384
SC&H Financial Advisors
Maryland
$339K
Bank of Montreal
385
Bank of Montreal
Ontario, Canada
$339K
CPW
386
Cove Private Wealth
New York
$338K
OCPWS
387
One Charles Private Wealth Services
Massachusetts
$337K
SW
388
SteelPeak Wealth
California
$337K
AWM
389
Apollon Wealth Management
South Carolina
$336K
CL
390
COWA LLC
Oklahoma
$334K
ACM
391
Avalon Capital Management
California
$333K
BWP
392
BSW Wealth Partners
Colorado
$332K
LIM
393
Leavell Investment Management
Alabama
$332K
MCM
394
MAI Capital Management
Ohio
$331K
TW
395
TritonPoint Wealth
Maryland
$328K
YWM
396
Yoder Wealth Management
California
$327K
IWC
397
Integrated Wealth Concepts
Massachusetts
$327K
TPI
398
Trust Point Inc
Wisconsin
$325K
LMKC
399
L.M. Kohn & Company
Ohio
$324K
Charles Schwab
400
Charles Schwab
California
$324K