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Vanguard Energy ETF

647 hedge funds and large institutions have $2.44B invested in Vanguard Energy ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 236 increasing their positions, 248 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more call options, than puts

Call options by funds: $14.1M | Put options by funds: $6.99M

2.31% more ownership

Funds ownership: 33.12%35.43% (+2.3%)

5% less repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 248

6% less capital invested

Capital invested by funds: $2.6B → $2.44B (-$156M)

7% less funds holding

Funds holding: 693647 (-46)

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

51% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 74

Holders
647
Holders Change
-46
Holders Change %
-6.64%
% of All Funds
8.52%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
36
Increased
236
Reduced
248
Closed
74
Calls
$14.1M
Puts
$6.99M
Net Calls
+$7.14M
Net Calls Change
+$352K
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
376
Provenance Wealth Advisors
Florida
$350K -$830K -7,136 -71%
FCH
377
Freestone Capital Holdings
Washington
$349K +$4.54K +39 +1%
JSSH
378
J. Safra Sarasin Holding
$345K -$69.8K -600 -17%
CA
379
Clearstead Advisors
Ohio
$345K +$105K +900 +45%
GC
380
Garde Capital
Washington
$344K
Carson Wealth (CWM LLC)
381
Carson Wealth (CWM LLC)
Nebraska
$343K -$14K -120 -4%
GC
382
Guidance Capital
Kentucky
$343K +$4.07K +35 +1%
CFGSD
383
Compass Financial Group (South Dakota)
South Dakota
$342K -$150K -1,289 -31%
CSP
384
Cary Street Partners
Virginia
$341K
PIA
385
Panoramic Investment Advisors
Colorado
$340K +$2.21K +19 +0.7%
SHFA
386
SC&H Financial Advisors
Maryland
$339K +$698 +6 +0.2%
Bank of Montreal
387
Bank of Montreal
Ontario, Canada
$339K +$14.4K +124 +5%
CPW
388
Cove Private Wealth
New York
$338K
OCPWS
389
One Charles Private Wealth Services
Massachusetts
$337K -$147K -1,259 -31%
SW
390
SteelPeak Wealth
California
$337K +$2.1K +18 +0.6%
AWM
391
Apollon Wealth Management
South Carolina
$336K -$57K -490 -15%
CL
392
COWA LLC
Oklahoma
$334K
ACM
393
Avalon Capital Management
California
$333K -$832K -7,148 -72%
BWP
394
BSW Wealth Partners
Colorado
$332K
LIM
395
Leavell Investment Management
Alabama
$332K
MCM
396
MAI Capital Management
Ohio
$331K -$59.7K -513 -16%
TW
397
TritonPoint Wealth
Maryland
$328K -$22K -189 -6%
YWM
398
Yoder Wealth Management
California
$327K -$582 -5 -0.2%
IWC
399
Integrated Wealth Concepts
Massachusetts
$327K -$13.7K -118 -4%
TPI
400
Trust Point Inc
Wisconsin
$325K

VDE Hedge Fund Activity: Q2 2025 in Review

647 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Vanguard Energy ETF (VDE) for Q2 2025, worth a combined $2.44B — down 6% from $2.6B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of VDE and 36 opened new positions — a net loss of 38 holders — while 248 trimmed existing stakes and 236 added.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $82.7M. The largest seller was UBS Group, cutting an estimated $16.1M.

  • 647 institutional investors held Vanguard Energy ETF (VDE) as of Q2 2025, down from 693 in Q1 2025.
  • Funds reported $2.44B of Vanguard Energy ETF stock for Q2 2025, down 6% quarter-over-quarter.
  • 36 funds opened new Vanguard Energy ETF positions in Q2 2025 and 74 closed out, a net change of -38 holders.
  • The largest Vanguard Energy ETF buyer in Q2 2025 was Beacon Capital Management Inc (Ohio), an estimated $82.7M added.
  • The largest Vanguard Energy ETF seller in Q2 2025 was UBS Group, an estimated $16.1M sold.

Based on aggregated 13F filings for Q2 2025.