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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
LWANC
426
Laurel Wealth Advisors (North Carolina)
North Carolina
$257K
HH
427
Hilltop Holdings
Texas
$254K +$260K +2,078 New
WCFA
428
Walkner Condon Financial Advisors
Wisconsin
$253K
WDC
429
Woodward Diversified Capital
California
$253K -$737K -5,893 -74%
BBHC
430
Brown Brothers Harriman & Co
New York
$253K -$41.3K -330 -14%
OCG
431
Opus Capital Group
Ohio
$251K +$500 +4 +0.2%
PGF
432
Plan Group Financial
Oklahoma
$251K
NFC
433
Northeast Financial Consultants
Connecticut
$246K
SVWAG
434
Sound View Wealth Advisors Group
Georgia
$245K -$50K -400 -17%
SW
435
Simplicity Wealth
New Jersey
$245K -$4.11M -32,850 -94%
FCA
436
FLC Capital Advisors
California
$245K
HPM
437
Hoxton Planning & Management
West Virginia
$243K +$248K +1,985 New
SAM
438
SignalPoint Asset Management
Missouri
$242K +$249K +1,988 New
PI
439
PFG Investments
New York
$238K +$243K +1,945 New
Carson Wealth (CWM LLC)
440
Carson Wealth (CWM LLC)
Nebraska
$237K +$160K +1,279 +195%
STA
441
Summit Trail Advisors
New York
$237K +$125 +1 +0.1%
FPB
442
First PREMIER Bank
South Dakota
$235K -$64.4K -515 -21%
NAG
443
Northstar Advisory Group
New Jersey
$235K -$617K -4,933 -72%
TFA
444
Trinity Financial Advisors
Ohio
$232K +$1.88K +15 +0.7%
DT
445
Diversified Trust
Tennessee
$231K +$35.6K +285 +18%
BlackRock
446
BlackRock
New York
$231K +$99.1K +792 +73%
WP
447
WMS Partners
Maryland
$230K +$1.5K +12 +0.6%
BWM
448
BNC Wealth Management
Oregon
$228K -$28.3K -226 -11%
BWL
449
Bogart Wealth LLC
Virginia
$226K
PBF
450
Petix & Botte Financial
California
$226K

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.