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Vanguard Energy ETF

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: 624623 (-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: 1610 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
501
First Horizon Advisors
Tennessee
$120K +$375 +3 +0.3%
BCMLT
502
Beacon Capital Management LLC (Tennessee)
Tennessee
$116K
AAG
503
Armstrong Advisory Group
Massachusetts
$111K +$125 +1 +0.1%
QCG
504
Quadrant Capital Group
Ohio
$111K +$50K +400 +79%
SWM
505
Spire Wealth Management
Virginia
$108K -$38K -304 -26%
HGERS
506
Householder Group Estate & Retirement Specialist
Arizona
$103K +$500 +4 +0.5%
SIS
507
Strategic Investment Solutions
Illinois
$103K -$120K -962 -53%
CWM
508
Cedar Wealth Management
California
$100K -$2K -16 -2%
TF
509
Tompkins Financial
New York
$98K
EWA
510
EverSource Wealth Advisors
Alabama
$91.3K -$2.25K -18 -2%
CIA
511
Cape Investment Advisory
Georgia
$91.2K -$31.1K -249 -25%
NS
512
NBC Securities
Alabama
$91K +$7.88K +63 +9%
CPA
513
Cardiff Park Advisors
California
$91K
GEA
514
Glen Eagle Advisors
New Jersey
$86.3K -$40.4K -323 -31%
CIAS
515
Capital Investment Advisory Services
North Carolina
$82.2K
KSWA
516
Kathleen S. Wright Associates
Pennsylvania
$79K
Nomura Asset Management
517
Nomura Asset Management
Japan
$73.5K -$375K -3,000 -83%
TCOV
518
Trust Company of Vermont
Vermont
$73.5K
PG
519
Proffitt & Goodson
Tennessee
$73K -$2.75K -22 -4%
ME
520
McIlrath & Eck
Washington
$73K
LFG
521
Larson Financial Group
Missouri
$71K +$250 +2 +0.3%
Qube Research & Technologies (QRT)
522
Qube Research & Technologies (QRT)
United Kingdom
$70.7K +$29.3K +234 +68%
FDCDDQ
523
Federation des caisses Desjardins du Quebec
Quebec, Canada
$69.8K +$25K +200 +54%
RF
524
Robinswood Financial
Washington
$67.4K -$6.25K -50 -8%
SIC
525
SJS Investment Consulting
Ohio
$66.1K

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.