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Vanguard Energy ETF
VDE

Overview Fund Activity

685 hedge funds and large institutions have $2.58B invested in Vanguard Energy ETF in 2025 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 242 increasing their positions, 241 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
685
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
9.3%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
68
Increased
242
Reduced
241
Closed
52
Calls
$11.2M
Puts
$4.45M
Net Calls
+$6.78M
Net Calls Change
-$7.63M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.57M
2
CWM
Congress Wealth Management
Massachusetts
+$8.27M
3
CA
Cambridge Associates
Massachusetts
+$8.24M
4
Osaic Holdings
Osaic Holdings
Arizona
+$5.31M
5
GWM
Geneos Wealth Management
Colorado
+$3.7M

Top Sellers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$97.7M
2
Bank of America
Bank of America
North Carolina
-$45.6M
3
QC
Quadrature Capital
United Kingdom
-$24.2M
4
UBS Group
UBS Group
Switzerland
-$21.2M
5
PPW
Parcion Private Wealth
Washington
-$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZIG
26
Zuckerman Investment Group
Illinois
$15.1M -$776K -5,986 -5%
CWM
27
CMH Wealth Management
New Hampshire
$15.1M +$58.6K +452 +0.4%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$15M -$761K -5,866 -5%
TFP
29
TrueWealth Financial Partners
Washington
$14.9M -$780K -6,010 -5%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$14.8M +$1.12M +8,659 +8%
EC
31
Estate Counselors
Wisconsin
$14.7M +$60.3K +465 +0.4%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$13.3M -$792K -6,105 -6%
GP
33
Greenline Partners
New York
$13M +$152K +1,170 +1%
AWM
34
Allen Wealth Management
North Carolina
$12.1M +$420K +3,238 +4%
SC
35
Swan Capital
Florida
$11.7M -$2.21M -17,003 -16%
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$11.3M +$83.5K +644 +0.7%
DADC
37
D.A. Davidson & Co
Montana
$11M -$2.02M -15,571 -16%
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$10.8M -$1.25M -9,606 -10%
BL
39
BFSG LLC
California
$10.7M -$557K -4,294 -5%
M&T Bank
40
M&T Bank
New York
$10.1M -$420K -3,237 -4%
CWM
41
Congress Wealth Management
Massachusetts
$9.36M +$8.27M +63,723 +764%
Creative Planning
42
Creative Planning
Kansas
$8.77M -$89.9K -693 -1%
RC
43
Roundview Capital
New Jersey
$8.45M -$63.2K -487 -0.7%
KIA
44
KCM Investment Advisors
California
$7.64M -$429K -3,308 -5%
Truist Financial
45
Truist Financial
North Carolina
$7.56M -$128K -984 -2%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$7.21M +$2.49M +19,161 +53%
GWM
47
Geneos Wealth Management
Colorado
$7.2M +$3.7M +28,501 +106%
EWA
48
Evolution Wealth Advisors
Florida
$7.19M -$141K -1,090 -2%
AWS
49
Atria Wealth Solutions
New York
$7.1M -$1.6M -12,371 -18%
AAS
50
Avantax Advisory Services
Texas
$6.85M -$154K -1,191 -2%
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