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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
BOSSRA
651
B.O.S.S. Retirement Advisors
Utah
-$239K -1,882 Closed
BFO
652
Boston Family Office
Massachusetts
-$215K -1,699 Closed
B
653
Bridgeworth
Alabama
-$213K -1,678 Closed
FP
654
Fiduciary Planning
Florida
-$211K -1,661 Closed
WBCM
655
Wilson & Boucher Capital Management
California
-$209K -1,650 Closed
AWE
656
Avidian Wealth Enterprises
Texas
-$209K -1,649 Closed
ICG
657
InterOcean Capital Group
Tennessee
-$206K -1,626 Closed
TYCC
658
Texas Yale Capital Corp
Florida
-$206K -1,626 Closed
HL
659
HeadInvest LLC
Maine
-$124K -1,000 Closed
BAAM
660
Baker Avenue Asset Management
California
-$73.9K -583 Closed
APC
661
Aspire Private Capital
North Carolina
-$61.7K -487 Closed
HT
662
Headlands Technologies
Illinois
-$53K -418 Closed
WWM
663
Wolff Wiese Magana
California
-$46K -363 Closed
HR
664
Howe & Rusling
New York
-$45.3K -357 Closed
SCA
665
Stonebridge Capital Advisors
Minnesota
-$19.8K -156 Closed
BFP
666
Briaud Financial Planning
Texas
-$19K -155 Closed
AWA
667
Authentikos Wealth Advisory
California
-$18.4K -145 Closed
PTC
668
Private Trust Company
Ohio
-$12.4K -98 Closed
PIM
669
Progressive Investment Management
Oregon
-$9.13K -72 Closed
PCM
670
Penserra Capital Management
California
-$7K -58 Closed
SFC
671
SYM Financial Corp
Indiana
-$3.67K -29 Closed
MAWA
672
Moss Adams Wealth Advisors
Washington
-$3.57K -28 Closed
YAL
673
Your Advocates Ltd
Texas
-$2.03K -16 Closed
BBHC
674
Brown Brothers Harriman & Co
New York
-$1.39K -11 Closed
WT
675
Washington Trust
Rhode Island
-$1.39K -11 Closed

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.