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Vanguard Energy ETF

625 hedge funds and large institutions have $2.89B invested in Vanguard Energy ETF in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 206 increasing their positions, 215 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

326% more call options, than puts

Call options by funds: $13.9M | Put options by funds: $3.25M

51% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 53

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

3% more funds holding

Funds holding: 604625 (+21)

0.51% more ownership

Funds ownership: 35.8%36.31% (+0.51%)

4% less repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 215

7% less capital invested

Capital invested by funds: $3.12B → $2.89B (-$227M)

Holders
625
Holders Change
+21
Holders Change %
+3.48%
% of All Funds
9.11%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.25%
New
80
Increased
206
Reduced
215
Closed
53
Calls
$13.9M
Puts
$3.25M
Net Calls
+$10.6M
Net Calls Change
-$26.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
401
BSW Wealth Partners
Colorado
$327K
AWA
402
Arete Wealth Advisors
Illinois
$327K +$334K +2,784 New
FPAS
403
Focus Partners Advisor Solutions
Missouri
$323K -$61.4K -512 -16%
TPI
404
Trust Point Inc
Wisconsin
$320K +$327K +2,731 New
IAIM
405
International Assets Investment Management
Florida
$319K +$326K +2,718 New
SVWAG
406
Sound View Wealth Advisors Group
Georgia
$317K +$22.5K +188 +7%
CWM
407
Chemistry Wealth Management
New York
$317K
RWM
408
RBA Wealth Management
California
$312K -$18K -150 -5%
YWM
409
Yoder Wealth Management
California
$312K
CL
410
Choreo LLC
Illinois
$306K +$58.9K +491 +23%
AWA
411
Arkadios Wealth Advisors
Georgia
$302K -$2.28K -19 -0.7%
WFA
412
WMG Financial Advisors
Tennessee
$302K -$30.8K -257 -9%
ECG
413
Edge Capital Group
Georgia
$301K
WPC
414
Wedmont Private Capital
Pennsylvania
$301K +$479 +4 +0.2%
BFAG
415
Blackston Financial Advisory Group
Florida
$301K +$102K +853 +50%
FTA
416
Financial & Tax Architects
Missouri
$300K -$39.1K -326 -11%
National Bank of Canada
417
National Bank of Canada
Quebec, Canada
$299K
CIBC Private Wealth Group
418
CIBC Private Wealth Group
Georgia
$297K +$85.3K +712 +39%
CJ
419
Caitlin John
Michigan
$289K +$295K +2,465 New
QCM
420
Quantinno Capital Management
New York
$287K +$8.15K +68 +3%
IA
421
IFP Advisors
Florida
$287K -$1.1M -9,158 -79%
FPB
422
First PREMIER Bank
South Dakota
$285K
BFA
423
Bragg Financial Advisors
North Carolina
$273K -$68.2K -569 -20%
RWP
424
RWA Wealth Partners
Massachusetts
$263K +$1.56K +13 +0.6%
SFS
425
Sharp Financial Services
Pennsylvania
$263K +$269K +2,240 New

VDE Hedge Fund Activity: Q4 2023 in Review

625 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Energy ETF (VDE) for Q4 2023, worth a combined $2.89B — down 7.3% from $3.12B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new VDE positions and 53 closed out — a net gain of 27 holders — while 206 added to existing stakes and 215 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $257M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $162M.

  • 625 institutional investors held Vanguard Energy ETF (VDE) as of Q4 2023, up from 604 in Q3 2023.
  • Funds reported $2.89B of Vanguard Energy ETF stock for Q4 2023, down 7.3% quarter-over-quarter.
  • 80 funds opened new Vanguard Energy ETF positions in Q4 2023 and 53 closed out, a net change of +27 holders.
  • The largest Vanguard Energy ETF buyer in Q4 2023 was Morgan Stanley, an estimated $257M added.
  • The largest Vanguard Energy ETF seller in Q4 2023 was Beacon Capital Management Inc (Ohio), an estimated $162M sold.

Based on aggregated 13F filings for Q4 2023.