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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
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$15.4M +$1.67M +13,342 +12%
JP Morgan Chase
27
JP Morgan Chase
New York
$15.1M -$930K -7,436 -6%
TFP
28
TrueWealth Financial Partners
Washington
$14.9M -$398K -3,182 -3%
ZIG
29
Zuckerman Investment Group
Illinois
$14.7M +$56.8K +454 +0.4%
GG
30
Greenwood Gearhart
Arkansas
$14M +$1.63M +13,047 +13%
CWM
31
CMH Wealth Management
New Hampshire
$14M +$183K +1,463 +1%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$13.8M +$15.5K +124 +0.1%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$12.7M -$160K -1,278 -1%
DADC
34
D.A. Davidson & Co
Montana
$12.2M -$618K -4,942 -5%
GP
35
Greenline Partners
New York
$11.4M +$408K +3,260 +4%
BL
36
BFSG LLC
California
$11.3M -$1.02M -8,193 -8%
AWM
37
Allen Wealth Management
North Carolina
$10.9M +$244K +1,949 +2%
Goldman Sachs
38
Goldman Sachs
New York
$10.9M -$216K -1,729 -2%
SC
39
Swan Capital
Florida
$10.7M +$3.75M +30,002 +52%
MM
40
Main Management
California
$10.7M -$9.7M -77,569 -47%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$10.5M +$49K +392 +0.5%
M&T Bank
42
M&T Bank
New York
$9.62M -$135K -1,081 -1%
RC
43
Roundview Capital
New Jersey
$8.58M +$115K +922 +1%
SA
44
Sanctuary Advisors
Indiana
$8.57M +$2.74M +21,946 +54%
Creative Planning
45
Creative Planning
Kansas
$8.39M +$339K +2,713 +4%
AWS
46
Atria Wealth Solutions
New York
$8.34M -$4.67M -37,361 -36%
KIA
47
KCM Investment Advisors
California
$8.17M -$31K -248 -0.4%
AAS
48
Ameritas Advisory Services
Nebraska
$7.9M +$156K +1,250 +2%
Truist Financial
49
Truist Financial
North Carolina
$7.27M +$22K +176 +0.3%
AAS
50
Avantax Advisory Services
Texas
$6.73M -$773K -6,178 -10%