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Vanguard Energy ETF

623 hedge funds and large institutions have $2.56B invested in Vanguard Energy ETF in 2024 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 231 increasing their positions, 208 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more call options, than puts

Call options by funds: $12.3M | Put options by funds: $2.31M

14% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 49

11% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 208

0% less funds holding

Funds holding: 624623 (-1)

0.77% less ownership

Funds ownership: 33.74%32.97% (-0.77%)

10% less capital invested

Capital invested by funds: $2.85B → $2.56B (-$292M)

38% less funds holding in top 10

Funds holding in top 10: 1610 (-6)

Holders
623
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
8.95%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.14%
New
56
Increased
231
Reduced
208
Closed
49
Calls
$12.3M
Puts
$2.31M
Net Calls
+$10M
Net Calls Change
-$213K
Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
401
National Bank of Canada
Quebec, Canada
$297K -$8.13K -65 -3%
CF
402
Clarity Financial
Texas
$294K +$301K +2,403 New
SSWM
403
Strait & Sound Wealth Management
California
$293K +$299K +2,394 New
AWA
404
Arkadios Wealth Advisors
Georgia
$293K +$7.25K +58 +2%
PS
405
Principal Securities
Iowa
$289K +$48.7K +389 +20%
B
406
Bailard
California
$288K -$1.38K -11 -0.5%
CAG
407
Crestwood Advisors Group
Massachusetts
$288K +$2.75K +22 +0.9%
HWM
408
Howard Wealth Management
Connecticut
$286K -$2.38K -19 -0.8%
SIA
409
Soltis Investment Advisors
Utah
$285K +$81.3K +650 +39%
ECM
410
Exchange Capital Management
Michigan
$282K +$288K +2,303 New
BCA
411
Bay Colony Advisors
Massachusetts
$277K -$59.3K -474 -17%
FTA
412
Financial & Tax Architects
Missouri
$277K -$35.1K -281 -11%
PWP
413
Precedent Wealth Partners
Texas
$275K -$53.8K -430 -16%
BFA
414
Bragg Financial Advisors
North Carolina
$275K -$12.4K -99 -4%
CG
415
Caprock Group
Idaho
$269K -$16.4K -131 -6%
ACA
416
Aptus Capital Advisors
Alabama
$269K -$36.5K -292 -12%
WAP
417
Wealthcare Advisory Partners
Pennsylvania
$268K -$14.5K -116 -5%
TCM
418
Triumph Capital Management
Colorado
$267K +$270K +2,160 New
WF
419
Welch & Forbes
Massachusetts
$267K -$62.5K -500 -19%
WG
420
Welch Group
Alabama
$265K
MWM
421
Modern Wealth Management
Kansas
$265K +$270K +2,160 New
FCM
422
Firestone Capital Management
Florida
$263K
BCM
423
Boltwood Capital Management
California
$263K +$41.9K +335 +19%
IA
424
Insight Advisors
Pennsylvania
$261K -$116K -926 -30%
HA
425
Hanover Advisors
South Carolina
$259K -$4.63K -37 -2%

VDE Hedge Fund Activity: Q3 2024 in Review

623 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Energy ETF (VDE) for Q3 2024, worth a combined $2.56B — down 10% from $2.85B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new VDE positions and 49 closed out — a net gain of 7 holders — while 231 added to existing stakes and 208 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $44.9M.

  • 623 institutional investors held Vanguard Energy ETF (VDE) as of Q3 2024, down from 624 in Q2 2024.
  • Funds reported $2.56B of Vanguard Energy ETF stock for Q3 2024, down 10% quarter-over-quarter.
  • 56 funds opened new Vanguard Energy ETF positions in Q3 2024 and 49 closed out, a net change of +7 holders.
  • The largest Vanguard Energy ETF buyer in Q3 2024 was Morgan Stanley, an estimated $14M added.
  • The largest Vanguard Energy ETF seller in Q3 2024 was Beacon Capital Management Inc (Ohio), an estimated $44.9M sold.

Based on aggregated 13F filings for Q3 2024.