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Vanguard Energy ETF

692 hedge funds and large institutions have $3.89B invested in Vanguard Energy ETF in 2024 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 256 increasing their positions, 186 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

512% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $2.81M

163% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 49

52% more capital invested

Capital invested by funds: $2.56B → $3.89B (+$1.33B)

38% more repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 186

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

11% more funds holding

Funds holding: 623692 (+69)

2.84% more ownership

Funds ownership: 32.97%35.81% (+2.8%)

Holders
692
Holders Change
+69
Holders Change %
+11.08%
% of All Funds
9.11%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
129
Increased
256
Reduced
186
Closed
49
Calls
$17.2M
Puts
$2.81M
Net Calls
+$14.4M
Net Calls Change
+$4.39M
Name Holding Trade Value Shares
Change
Change in
Stake
ST
451
Sentinel Trust
Texas
$297K
CA
452
Capital Advantage
California
$294K +$309K +2,425 New
BDF
453
Black Diamond Financial
Maryland
$291K -$75.4K -592 -20%
National Bank of Canada
454
National Bank of Canada
Quebec, Canada
$291K -$3.18K -25 -1%
DI
455
Disciplined Investors
Texas
$288K +$287K +2,257 New
Financial Engines Advisors
456
Financial Engines Advisors
California
$288K +$302K +2,372 New
Kovitz Investment Group Partners
457
Kovitz Investment Group Partners
Illinois
$285K +$299K +2,346 New
FTA
458
Financial & Tax Architects
Missouri
$283K +$9.68K +76 +3%
SOS
459
Silver Oak Securities
Tennessee
$283K -$109K -854 -27%
PMWMG
460
Parr McKnight Wealth Management Group
Minnesota
$282K +$296K +2,327 New
SAM
461
SignalPoint Asset Management
Missouri
$280K +$40.5K +318 +16%
IAIM
462
International Assets Investment Management
Florida
$280K +$290K +2,277 New
SIS
463
Strategic Investment Solutions
Illinois
$276K +$187K +1,467 +175%
SIA
464
Soltis Investment Advisors
Utah
$275K -$7.64K -60 -3%
ACA
465
Aptus Capital Advisors
Alabama
$273K +$6.88K +54 +2%
HH
466
Hilltop Holdings
Texas
$270K +$19.2K +151 +7%
CJ
467
Caitlin John
Michigan
$270K -$4.46K -35 -2%
FCM
468
Firestone Capital Management
Florida
$267K +$6.37K +50 +2%
KPWM
469
KDK Private Wealth Management
Texas
$266K +$280K +2,196 New
HA
470
Hanover Advisors
South Carolina
$265K +$8.91K +70 +3%
MWM
471
Modern Wealth Management
Kansas
$265K +$2.8K +22 +1%
WF
472
Welch & Forbes
Massachusetts
$264K
TC
473
TownSquare Capital
Utah
$264K +$277K +2,177 New
ALA
474
Atlas Legacy Advisors
California
$264K +$277K +2,177 New
WG
475
Welch Group
Alabama
$259K

VDE Hedge Fund Activity: Q4 2024 in Review

692 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Energy ETF (VDE) for Q4 2024, worth a combined $3.89B — up 52% from $2.56B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new VDE positions and 49 closed out — a net gain of 80 holders — while 256 added to existing stakes and 186 trimmed.

The largest buyer was Quadrature Capital, opening a new position worth an estimated $25.2M. The largest seller was Main Management ETF Advisors, exiting entirely with an estimated $45.2M sold.

  • 692 institutional investors held Vanguard Energy ETF (VDE) as of Q4 2024, up from 623 in Q3 2024.
  • Funds reported $3.89B of Vanguard Energy ETF stock for Q4 2024, up 52% quarter-over-quarter.
  • 129 funds opened new Vanguard Energy ETF positions in Q4 2024 and 49 closed out, a net change of +80 holders.
  • The largest Vanguard Energy ETF buyer in Q4 2024 was Quadrature Capital, an estimated $25.2M added.
  • The largest Vanguard Energy ETF seller in Q4 2024 was Main Management ETF Advisors, an estimated $45.2M sold.

Based on aggregated 13F filings for Q4 2024.