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Vanguard Energy ETF

625 hedge funds and large institutions have $2.89B invested in Vanguard Energy ETF in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 206 increasing their positions, 215 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

326% more call options, than puts

Call options by funds: $13.9M | Put options by funds: $3.25M

51% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 53

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

3% more funds holding

Funds holding: 604625 (+21)

0.51% more ownership

Funds ownership: 35.8%36.31% (+0.51%)

4% less repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 215

7% less capital invested

Capital invested by funds: $3.12B → $2.89B (-$227M)

Holders
625
Holders Change
+21
Holders Change %
+3.48%
% of All Funds
9.11%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.25%
New
80
Increased
206
Reduced
215
Closed
53
Calls
$13.9M
Puts
$3.25M
Net Calls
+$10.6M
Net Calls Change
-$26.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
601
Paladin Advisory Group
Iowa
$6.1K
MFC
602
Morris Financial Concepts
South Carolina
$6.02K
RMC
603
Resources Management Corp
Connecticut
$6K
VNA
604
Valley National Advisers
Pennsylvania
$6K +$5.16K +43 +430%
CNBTD
605
Citizens National Bank Trust Department
Mississippi
$5.86K
LF
606
Lee Financial
Texas
$5.86K
FSWA
607
Financial Synergies Wealth Advisors
Texas
$5.71K -$120 -1 -2%
AA
608
Ancora Advisors
Ohio
$5.04K
BC
609
Bartlett & Co
Ohio
$5K
HBW
610
Hazlett, Burt & Watson
West Virginia
$5K
BCWM
611
Bartlett & Co Wealth Management
Ohio
$4.83K
BFA
612
BBJS Financial Advisors
Washington
$4.69K -$22.2K -185 -82%
BWAM
613
Boyd Watterson Asset Management
Ohio
$3.75K
Jones Financial Companies
614
Jones Financial Companies
Missouri
$3.75K
ADL
615
Asset Dedication LLC
California
$3K +$120 +1 +3%
HIA
616
Harbor Investment Advisory
Maryland
$2.93K
Simplex Trading
617
Simplex Trading
Illinois
$2K -$483K -4,026 -99%
PA
618
Pineridge Advisors
Missouri
$1.76K +$1.8K +15 New
OLVIG
619
Oliver Lagore Vanvalin Investment Group
Michigan
$1.64K
AWM
620
Able Wealth Management
New Jersey
$1.16K +$1.2K +10 New
TFA
621
Transamerica Financial Advisors
Florida
$1K
AAP
622
Arax Advisory Partners
Colorado
$704
SA
623
Scarborough Advisors
Maryland
$118 +$120 +1 New
BCPWM
624
Bradley & Co Private Wealth Management
Florida
$117
SWM
625
Sugarloaf Wealth Management
Georgia
$102 -$97K -809 -100%

VDE Hedge Fund Activity: Q4 2023 in Review

625 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Energy ETF (VDE) for Q4 2023, worth a combined $2.89B — down 7.3% from $3.12B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new VDE positions and 53 closed out — a net gain of 27 holders — while 206 added to existing stakes and 215 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $257M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $162M.

  • 625 institutional investors held Vanguard Energy ETF (VDE) as of Q4 2023, up from 604 in Q3 2023.
  • Funds reported $2.89B of Vanguard Energy ETF stock for Q4 2023, down 7.3% quarter-over-quarter.
  • 80 funds opened new Vanguard Energy ETF positions in Q4 2023 and 53 closed out, a net change of +27 holders.
  • The largest Vanguard Energy ETF buyer in Q4 2023 was Morgan Stanley, an estimated $257M added.
  • The largest Vanguard Energy ETF seller in Q4 2023 was Beacon Capital Management Inc (Ohio), an estimated $162M sold.

Based on aggregated 13F filings for Q4 2023.