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Vanguard Energy ETF

664 hedge funds and large institutions have $2.55B invested in Vanguard Energy ETF in 2025 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 233 increasing their positions, 211 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more call options, than puts

Call options by funds: $11.6M | Put options by funds: $3.42M

98% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 42

10% more repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 211

5% more funds holding

Funds holding: 635664 (+29)

1.75% more ownership

Funds ownership: 34.35%36.09% (+1.7%)

2% more capital invested

Capital invested by funds: $2.51B → $2.55B (+$40.5M)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
664
Holders Change
+29
Holders Change %
+4.57%
% of All Funds
8.08%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.1%
New
83
Increased
233
Reduced
211
Closed
42
Calls
$11.6M
Puts
$3.42M
Net Calls
+$8.19M
Net Calls Change
+$3.72M
Name Holding Trade Value Shares
Change
Change in
Stake
USCWA
376
U.S. Capital Wealth Advisors
Texas
$377K +$22K +175 +6%
CG
377
Caprock Group
Idaho
$377K
CAL
378
Capital Analysts LLC
Pennsylvania
$374K -$53.5K -426 -13%
PWA
379
Provenance Wealth Advisors
Florida
$370K
CAC
380
Certified Advisory Corp
Florida
$369K -$67.7K -539 -16%
TBC
381
Ted Buchan & Co
California
$367K +$367K +2,918 New
SG
382
Sherry Group
Arkansas
$366K +$364K +2,894 New
JSSH
383
J. Safra Sarasin Holding
$365K
SW
384
SteelPeak Wealth
California
$365K
PIA
385
Panoramic Investment Advisors
Colorado
$364K +$2.51K +20 +0.7%
DG
386
Diesslin Group
Texas
$364K +$363K +2,889 New
GC
387
Garde Capital
Washington
$363K
Vanguard Group
388
Vanguard Group
Pennsylvania
$361K -$61.8K -492 -15%
SHFA
389
SC&H Financial Advisors
Maryland
$360K +$879 +7 +0.2%
CPW
390
Cove Private Wealth
New York
$357K -$126 -1 -0%
ACM
391
Avalon Capital Management
California
$352K
TFA
392
Trinity Financial Advisors
Ohio
$351K -$170K -1,352 -33%
BWP
393
BSW Wealth Partners
Colorado
$351K
ITB
394
Idaho Trust Bank
Idaho
$347K -$76.9K -612 -18%
TW
395
TritonPoint Wealth
Maryland
$346K -$251 -2 -0.1%
YWM
396
Yoder Wealth Management
California
$344K -$2.01K -16 -0.6%
KA
397
Kovack Advisors
Florida
$344K +$8.92K +71 +3%
TPI
398
Trust Point Inc
Wisconsin
$344K
RWM
399
RBA Wealth Management
California
$344K +$16.1K +128 +5%
IWC
400
Integrated Wealth Concepts
Massachusetts
$341K -$107K -852 -24%