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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
WCFA
451
Walkner Condon Financial Advisors
Wisconsin
$229K
JWS
452
Juncture Wealth Strategies
Arizona
$229K -$34.9K -291 -13%
KeyBank National Association
453
KeyBank National Association
Ohio
$228K +$233K +1,944 New
MFG
454
Merit Financial Group
Georgia
$228K +$22.5K +188 +11%
NW
455
NewEdge Wealth
Pennsylvania
$226K +$231K +1,931 New
GSC
456
Grey Street Capital
Illinois
$226K +$3.72K +31 +2%
STA
457
Summit Trail Advisors
New York
$225K -$2.52K -21 -1%
HWM
458
Howard Wealth Management
Connecticut
$224K -$1.44K -12 -0.6%
GA
459
GFS Advisors
Texas
$222K -$19.2K -160 -8%
M
460
MYeCFO
California
$221K -$9.59K -80 -4%
FHC
461
First Heartland Consultants
Missouri
$221K +$8.27K +69 +4%
RWA
462
Redhawk Wealth Advisors
Minnesota
$221K -$8.68M -72,406 -97%
WP
463
WMS Partners
Maryland
$219K
IP
464
Intellectus Partners
California
$219K +$2.16K +18 +1%
PBF
465
Petix & Botte Financial
California
$219K
OCPWS
466
One Charles Private Wealth Services
Massachusetts
$218K +$223K +1,863 New
PA
467
Pinnacle Associates
New York
$218K -$10.5K -88 -5%
BCM
468
Boltwood Capital Management
California
$217K +$5.99K +50 +3%
OSAM
469
O'Shaughnessy Asset Management
Connecticut
$213K -$240 -2 -0.1%
PWMAG
470
Pinnacle Wealth Management Advisory Group
New Jersey
$213K -$10.5K -88 -5%
BTI
471
Blue Trust Inc
Georgia
$211K +$10.9K +91 +6%
FCM
472
Fortis Capital Management
Washington
$210K +$215K +1,790 New
SHJ
473
Sharkey, Howes & Javer
Colorado
$210K +$214K +1,788 New
FPFS
474
First Personal Financial Services
North Carolina
$209K
CAMG
475
CWA Asset Management Group
Florida
$208K -$360 -3 -0.2%

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.