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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
JCM
426
Jacobi Capital Management
Pennsylvania
$261K -$4.92K -41 -2%
BWM
427
BNC Wealth Management
Oregon
$261K +$3.72K +31 +1%
PS
428
Principal Securities
Iowa
$260K +$266K +2,219 New
CAG
429
Crestwood Advisors Group
Massachusetts
$256K -$69.3K -578 -21%
WG
430
Welch Group
Alabama
$254K
FCM
431
Firestone Capital Management
Florida
$252K
HWA
432
HHM Wealth Advisors
Tennessee
$252K +$83.9K +700 +48%
Brown Advisory
433
Brown Advisory
Maryland
$251K
JAG
434
Journey Advisory Group
Kentucky
$250K
BCA
435
Bay Colony Advisors
Massachusetts
$248K -$17.9K -149 -7%
KA
436
Kovack Advisors
Florida
$247K -$202K -1,688 -44%
CT
437
Coastline Trust
Rhode Island
$246K -$31.2K -260 -11%
LWANC
438
Laurel Wealth Advisors (North Carolina)
North Carolina
$246K
PGF
439
Plan Group Financial
Oklahoma
$240K
OCG
440
Opus Capital Group
Ohio
$240K +$959 +8 +0.4%
CIA
441
Compass Ion Advisors
Pennsylvania
$238K +$243K +2,027 New
FIM
442
Freedom Investment Management
Connecticut
$238K -$2.35M -19,588 -91%
EH
443
Equitable Holdings
New York
$237K +$42.7K +356 +21%
AQR Capital Management
444
AQR Capital Management
Connecticut
$236K +$241K +2,014 New
SF
445
Summit Financial
New Jersey
$235K +$3.72K +31 +2%
NFC
446
Northeast Financial Consultants
Connecticut
$235K
CA
447
Clearstead Advisors
Ohio
$235K -$240K -2,000 -50%
FCA
448
FLC Capital Advisors
California
$235K
SMC
449
Smith, Moore & Co
Missouri
$231K +$26.5K +221 +13%
CFS
450
CRA Financial Services
New Jersey
$231K

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.