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Vanguard Energy ETF

647 hedge funds and large institutions have $2.44B invested in Vanguard Energy ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 236 increasing their positions, 248 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more call options, than puts

Call options by funds: $14.1M | Put options by funds: $6.99M

2.31% more ownership

Funds ownership: 33.12%35.43% (+2.3%)

5% less repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 248

6% less capital invested

Capital invested by funds: $2.6B → $2.44B (-$156M)

7% less funds holding

Funds holding: 693647 (-46)

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

51% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 74

Holders
647
Holders Change
-46
Holders Change %
-6.64%
% of All Funds
8.52%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
36
Increased
236
Reduced
248
Closed
74
Calls
$14.1M
Puts
$6.99M
Net Calls
+$7.14M
Net Calls Change
+$352K
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
26
Evergreen Capital Management
Washington
$16.9M +$252K +2,166 +2%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$16.1M -$81.4K -699 -0.5%
ZIG
28
Zuckerman Investment Group
Illinois
$14.2M +$282K +2,423 +2%
JP Morgan Chase
29
JP Morgan Chase
New York
$13.4M -$350K -3,007 -3%
EC
30
Estate Counselors
Wisconsin
$13.3M -$161K -1,385 -1%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$13.3M -$245K -2,101 -2%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$13M +$2.61M +22,455 +26%
TFP
33
TrueWealth Financial Partners
Washington
$12.8M -$803K -6,902 -6%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$12.3M +$94.4K +811 +0.8%
GP
35
Greenline Partners
New York
$11.9M -$30.7K -264 -0.3%
CWM
36
CMH Wealth Management
New Hampshire
$11.4M -$2.44M -21,000 -18%
AWM
37
Allen Wealth Management
North Carolina
$11.1M +$65.8K +565 +0.6%
LJAC
38
L.J. Altfest & Co
New York
$9.86M +$9.64M +82,792 New
DADC
39
D.A. Davidson & Co
Montana
$9.77M -$287K -2,467 -3%
BL
40
BFSG LLC
California
$9.34M -$501K -4,307 -5%
Goldman Sachs
41
Goldman Sachs
New York
$8.84M +$3.49M +29,949 +68%
Creative Planning
42
Creative Planning
Kansas
$8.73M +$660K +5,667 +8%
Citadel Advisors
43
Citadel Advisors
Florida
$7.88M +$6.32M +54,282 +456%
M&T Bank
44
M&T Bank
New York
$7.7M -$1.55M -13,279 -17%
RC
45
Roundview Capital
New Jersey
$7.66M -$102K -874 -1%
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$7.14M -$2.73M -23,465 -28%
EPAM
47
Evelyn Partners Asset Management
$7.13M +$188K +1,618 +3%
KIA
48
KCM Investment Advisors
California
$6.42M -$579K -4,978 -8%
SA
49
Sanctuary Advisors
Indiana
$6.42M +$31.7K +272 +0.5%
EWA
50
Evolution Wealth Advisors
Florida
$6.29M -$310K -2,665 -5%

VDE Hedge Fund Activity: Q2 2025 in Review

647 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Vanguard Energy ETF (VDE) for Q2 2025, worth a combined $2.44B — down 6% from $2.6B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of VDE and 36 opened new positions — a net loss of 38 holders — while 248 trimmed existing stakes and 236 added.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $82.7M. The largest seller was UBS Group, cutting an estimated $16.1M.

  • 647 institutional investors held Vanguard Energy ETF (VDE) as of Q2 2025, down from 693 in Q1 2025.
  • Funds reported $2.44B of Vanguard Energy ETF stock for Q2 2025, down 6% quarter-over-quarter.
  • 36 funds opened new Vanguard Energy ETF positions in Q2 2025 and 74 closed out, a net change of -38 holders.
  • The largest Vanguard Energy ETF buyer in Q2 2025 was Beacon Capital Management Inc (Ohio), an estimated $82.7M added.
  • The largest Vanguard Energy ETF seller in Q2 2025 was UBS Group, an estimated $16.1M sold.

Based on aggregated 13F filings for Q2 2025.