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Vanguard Energy ETF
VDE

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: 624 → 623 (-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: 16 → 10 (-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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$14M
2
SC
Swan Capital
Florida
+$3.75M
3
Bank of America
Bank of America
North Carolina
+$3.42M
4
GB
Gunma Bank
Japan
+$3.25M
5
RB
Richmond Brothers
Michigan
+$3.2M

Top Sellers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$44.9M
2
MMEA
Main Management ETF Advisors
California
-$43.9M
3
SFC
Strategic Financial Concepts
Texas
-$28.3M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$26.4M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$20.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
451
Grandview Asset Management
Pennsylvania
$225K +$12K +96 +6%
IP
452
Intellectus Partners
California
$220K +$1K +8 +0.5%
JCM
453
Jacobi Capital Management
Pennsylvania
$220K -$22.8K -182 -9%
PFA
454
Pure Financial Advisors
California
$220K +$225K +1,795 New
JWCA
455
J.W. Cole Advisors
Florida
$220K -$143K -1,141 -39%
SP
456
Sequent Planning
Nebraska
$218K +$7K +56 +3%
FPFS
457
First Personal Financial Services
North Carolina
$218K – – –
MHR
458
Matthew Hamilton Rosenberg
$218K -$8.51K -68 -4%
PA
459
Pinnacle Associates
New York
$218K +$232K +1,857 New
DWM
460
Drive Wealth Management
Utah
$217K +$1K +8 +0.5%
RWA
461
Redhawk Wealth Advisors
Minnesota
$216K -$28.4K -227 -11%
BFO
462
Boston Family Office
Massachusetts
$215K – – –
TPWM
463
Twelve Points Wealth Management
Massachusetts
$214K -$250 -2 -0.1%
ORG
464
Optimist Retirement Group
Washington
$212K +$375 +3 +0.2%
SFC
465
Strategic Financial Concepts
Texas
$209K -$28.3M -226,486 -99%
NW
466
NewEdge Wealth
Pennsylvania
$209K -$28.1K -225 -12%
HCP
467
Hardin Capital Partners
South Carolina
$209K +$375 +3 +0.2%
P
468
&Partners
Tennessee
$206K +$211K +1,683 New
FWP
469
Falcon Wealth Planning
California
$203K +$207K +1,658 New
AWE
470
Avidian Wealth Enterprises
Texas
$202K +$207K +1,651 New
WBCM
471
Wilson & Boucher Capital Management
California
$202K – – –
RWA
472
Roberts Wealth Advisors
California
$201K +$197K +1,579 New
BTI
473
Blue Trust Inc
Georgia
$196K +$1K +8 +0.5%
TCM
474
TD Capital Management
Tennessee
$189K +$1.13K +9 +0.6%
KPP
475
Kings Path Partners
Texas
$188K – – –
17 18
19
20 21

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.