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Vanguard Energy ETF
VDE

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: 624 → 623 (-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: 16 → 10 (-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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$14M
2
SC
Swan Capital
Florida
+$3.75M
3
Bank of America
Bank of America
North Carolina
+$3.42M
4
GB
Gunma Bank
Japan
+$3.25M
5
RB
Richmond Brothers
Michigan
+$3.2M

Top Sellers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$44.9M
2
MMEA
Main Management ETF Advisors
California
-$43.9M
3
SFC
Strategic Financial Concepts
Texas
-$28.3M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$26.4M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$20.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
C
476
Covestor
United Kingdom
$185K -$62.9K -503 -25%
BNP Paribas Financial Markets
477
BNP Paribas Financial Markets
France
$178K -$433K -3,458 -70%
CIBC Private Wealth Group
478
CIBC Private Wealth Group
Georgia
$174K – – –
NSIM
479
North Star Investment Management
Illinois
$168K +$125 +1 +0.1%
CT
480
Colonial Trust
South Carolina
$166K – – –
FFA
481
Farther Finance Advisors
California
$166K – – –
WTC
482
WhitTier Trust Company
Nevada
$159K – – –
FIA
483
FNY Investment Advisers
New York
$159K +$163K +1,300 New
FCA
484
FinTrust Capital Advisors
South Carolina
$157K +$125 +1 +0.1%
JWA
485
JFS Wealth Advisors
Pennsylvania
$153K +$156K +1,250 New
IRC
486
Investors Research Corp
Georgia
$148K +$7.13K +57 +5%
CA
487
Continuum Advisory
Idaho
$147K – – –
CAS
488
Coppell Advisory Solutions
Texas
$143K +$10.9K +87 +8%
SNB
489
Security National Bank
Nebraska
$143K – – –
CSB
490
City State Bank
Iowa
$143K +$500 +4 +0.3%
AT
491
Arlington Trust
Alabama
$141K – – –
AF
492
Advisornet Financial
Minnesota
$138K +$16.1K +129 +13%
MSS
493
Mitchell Sinkler & Starr
Pennsylvania
$138K – – –
GM
494
GeoWealth Management
Illinois
$135K +$138K +1,104 New
GWSG
495
GPS Wealth Strategies Group
Colorado
$134K +$9.88K +79 +8%
RBC
496
Roble Belko & Company
Pennsylvania
$133K – – –
S
497
SignatureFD
Georgia
$123K +$6.63K +53 +6%
WAM
498
WFA Asset Management
Wisconsin
$122K +$375 +3 +0.3%
NP
499
NorthRock Partners
Minnesota
$121K +$4.5K +36 +4%
CIAS
500
CBIZ Investment Advisory Services
Ohio
$121K +$375 +3 +0.3%
18 19
20
21 22

VDE Hedge Fund Activity: Q3 2024 in Review

623 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Energy ETF (VDE) for Q3 2024, worth a combined $2.56B — down 10% from $2.85B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new VDE positions and 49 closed out — a net gain of 7 holders — while 231 added to existing stakes and 208 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $44.9M.

  • 623 institutional investors held Vanguard Energy ETF (VDE) as of Q3 2024, down from 624 in Q2 2024.
  • Funds reported $2.56B of Vanguard Energy ETF stock for Q3 2024, down 10% quarter-over-quarter.
  • 56 funds opened new Vanguard Energy ETF positions in Q3 2024 and 49 closed out, a net change of +7 holders.
  • The largest Vanguard Energy ETF buyer in Q3 2024 was Morgan Stanley, an estimated $14M added.
  • The largest Vanguard Energy ETF seller in Q3 2024 was Beacon Capital Management Inc (Ohio), an estimated $44.9M sold.

Based on aggregated 13F filings for Q3 2024.