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Vanguard Energy ETF
VDE

604 hedge funds and large institutions have $3.12B invested in Vanguard Energy ETF in 2023 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 224 increasing their positions, 167 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

329% more call options, than puts

Call options by funds: $48.1M | Put options by funds: $11.2M

128% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 32

36% more capital invested

Capital invested by funds: $2.29B → $3.12B (+$820M)

34% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 167

23% more funds holding in top 10

Funds holding in top 10: 13 → 16 (+3)

6% more funds holding

Funds holding: 568 → 604 (+36)

4.09% more ownership

Funds ownership: 31.72% → 35.8% (+4.1%)

Holders
604
Holders Change
+36
Holders Change %
+6.34%
% of All Funds
9.59%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.25%
New
73
Increased
224
Reduced
167
Closed
32
Calls
$48.1M
Puts
$11.2M
Net Calls
+$36.9M
Net Calls Change
+$22.2M

Top Buyers

Rank Fund Capital Flow
1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$212M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$109M
3
Osaic Holdings
Osaic Holdings
Arizona
+$44.2M
4
ETC
Exchange Traded Concepts
Oklahoma
+$23.4M
5
MMEA
Main Management ETF Advisors
California
+$18.7M

Top Sellers

Rank Fund Capital Flow
1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$43.5M
2
PG
Prostatis Group
Maryland
-$32.8M
3
Bank of America
Bank of America
North Carolina
-$14.7M
4
Citadel Advisors
Citadel Advisors
Florida
-$5.51M
5
ACA
Aptus Capital Advisors
Alabama
-$5.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
501
Cedar Wealth Management
California
$99.2K -$12K -98 -11%
PG
502
Proffitt & Goodson
Tennessee
$99K – – –
FWM
503
Focused Wealth Management
New York
$98.4K +$122 +1 +0.1%
CPA
504
Cardiff Park Advisors
California
$94.2K – – –
CG
505
Cutler Group
California
$88K +$85.7K +700 New
NF
506
Norwood Financial
Pennsylvania
$87.4K – – –
CIAS
507
Capital Investment Advisory Services
North Carolina
$85.5K +$122 +1 +0.1%
KSWA
508
Kathleen S. Wright Associates
Pennsylvania
$81.7K – – –
LFG
509
Larson Financial Group
Missouri
$81.2K -$3.67K -30 -4%
TCOV
510
Trust Company of Vermont
Vermont
$76K – – –
ME
511
McIlrath & Eck
Washington
$75.5K +$66.2K +541 +984%
TWC
512
TD Waterhouse Canada
Ontario, Canada
$74.4K – – –
BAAM
513
Baker Avenue Asset Management
California
$73.9K -$4.53K -37 -6%
APC
514
Aspire Private Capital
North Carolina
$61.7K +$59.6K +487 New
RF
515
Robinswood Financial
Washington
$60.3K – – –
HT
516
Headlands Technologies
Illinois
$53K +$32.4K +265 +173%
CHA
517
Carmichael Hill & Associates
Maryland
$49.3K – – –
WWM
518
Wolff Wiese Magana
California
$46K -$45.4K -371 -51%
TFGT
519
TS Financial Group (TSFG)
Illinois
$46K – – –
EWM
520
Evermay Wealth Management
Virginia
$45.4K – – –
HR
521
Howe & Rusling
New York
$45.3K +$367 +3 +0.8%
CT
522
Colonial Trust
South Carolina
$42.7K +$12.2K +100 +42%
RAM
523
Riggs Asset Management
Pennsylvania
$42.5K – – –
QCG
524
Quadrant Capital Group
Ohio
$35.5K – – –
KFI
525
Key Financial Inc
Pennsylvania
$35K +$1.35K +11 +4%
19 20
21
22 23

VDE Hedge Fund Activity: Q3 2023 in Review

604 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Energy ETF (VDE) for Q3 2023, worth a combined $3.12B — up 36% from $2.29B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new VDE positions and 32 closed out — a net gain of 41 holders — while 224 added to existing stakes and 167 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $212M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $43.5M.

  • 604 institutional investors held Vanguard Energy ETF (VDE) as of Q3 2023, up from 568 in Q2 2023.
  • Funds reported $3.12B of Vanguard Energy ETF stock for Q3 2023, up 36% quarter-over-quarter.
  • 73 funds opened new Vanguard Energy ETF positions in Q3 2023 and 32 closed out, a net change of +41 holders.
  • The largest Vanguard Energy ETF buyer in Q3 2023 was Beacon Capital Management Inc (Ohio), an estimated $212M added.
  • The largest Vanguard Energy ETF seller in Q3 2023 was Manulife (Manufacturers Life Insurance), an estimated $43.5M sold.

Based on aggregated 13F filings for Q3 2023.