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Vanguard Energy ETF

633 hedge funds and large institutions have $2.44B invested in Vanguard Energy ETF in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 229 increasing their positions, 246 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
633
Holders Change
-52
Holders Change %
-7.59%
% of All Funds
8.49%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
35
Increased
229
Reduced
246
Closed
74
Calls
$14.1M
Puts
$6.99M
Net Calls
+$7.14M
Net Calls Change
+$352K
Name Holding Trade Value Shares
Change
Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$16.2M -$11.4M -93,942 -41%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$16.1M -$83.3K -699 -0.5%
ZIG
28
Zuckerman Investment Group
Illinois
$14.2M +$289K +2,423 +2%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$13.4M -$358K -3,007 -3%
EC
30
Estate Counselors
Wisconsin
$13.3M -$165K -1,385 -1%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$13.3M -$250K -2,101 -2%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$13M +$2.67M +22,455 +26%
TFP
33
TrueWealth Financial Partners
Washington
$12.8M -$822K -6,902 -6%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$12.3M +$96.6K +811 +0.8%
GP
35
Greenline Partners
New York
$11.9M -$31.4K -264 -0.3%
CWM
36
CMH Wealth Management
New Hampshire
$11.4M -$2.5M -21,000 -18%
AWM
37
Allen Wealth Management
North Carolina
$11.1M +$67.3K +565 +0.6%
LJAC
38
L.J. Altfest & Co
New York
$9.86M +$9.86M +82,792 New
DADC
39
D.A. Davidson & Co
Montana
$9.77M -$294K -2,467 -3%
BL
40
BFSG LLC
California
$9.34M -$513K -4,307 -5%
Goldman Sachs
41
Goldman Sachs
New York
$8.84M +$3.57M +29,949 +68%
Creative Planning
42
Creative Planning
Kansas
$8.73M +$675K +5,667 +8%
Citadel Advisors
43
Citadel Advisors
Florida
$7.88M +$6.47M +54,282 +456%
M&T Bank
44
M&T Bank
New York
$7.7M -$1.58M -13,279 -17%
RC
45
Roundview Capital
New Jersey
$7.66M -$104K -874 -1%
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$7.14M -$2.8M -23,465 -28%
KIA
47
KCM Investment Advisors
California
$6.42M -$593K -4,978 -8%
EWA
48
Evolution Wealth Advisors
Florida
$6.29M -$317K -2,665 -5%
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$6.17M -$628K -5,142 -9%
ECM
50
Elgethun Capital Management
South Dakota
$6.16M +$182K +1,532 +3%