We are live on ! Find out more
VDE icon

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
CA
51
Cambridge Associates
Massachusetts
$6.27M
GB
52
Gunma Bank
Japan
$6.25M +$3.25M +26,000 +104%
SC
53
Syon Capital
California
$6.2M +$1.28M +10,258 +25%
Fifth Third Bancorp
54
Fifth Third Bancorp
Ohio
$6.13M -$930K -7,435 -13%
MCWS
55
McKinley Carter Wealth Services
West Virginia
$6M +$141K +1,128 +2%
Pathstone Holdings
56
Pathstone Holdings
New Jersey
$5.97M
GWM
57
GoalFusion Wealth Management
Texas
$5.9M +$452K +3,611 +8%
ECM
58
Elgethun Capital Management
South Dakota
$5.67M +$28.1K +225 +0.5%
AWM
59
Accel Wealth Management
Iowa
$5.34M +$497K +3,972 +10%
APF
60
Alaska Permanent Fund
Alaska
$5.27M
Citadel Advisors
61
Citadel Advisors
Florida
$4.98M -$2.66M -21,235 -34%
CG
62
Clarus Group
Texas
$4.89M +$176K +1,411 +4%
RFM
63
Royal Fund Management
Florida
$4.66M +$2.71M +21,660 +135%
SA
64
Shilanski & Associates
Alaska
$4.54M +$1.5K +12 +0%
MA
65
Montag & Associates
Georgia
$4.43M -$665K -5,314 -13%
Lido Advisors
66
Lido Advisors
California
$4.4M +$473K +3,780 +12%
MML Investors Services
67
MML Investors Services
Massachusetts
$4.39M -$1.61M -12,888 -26%
Cerity Partners
68
Cerity Partners
New York
$4.3M -$785K -6,280 -15%
KMWM
69
Keudell/Morrison Wealth Management
Oregon
$4.3M +$309K +2,470 +8%
SFCL
70
Strengthening Families & Communities LLC
Massachusetts
$4.26M +$145K +1,157 +3%
Wealth Enhancement Advisory Services
71
Wealth Enhancement Advisory Services
Minnesota
$4.26M +$54.5K +436 +1%
FIA
72
Foundations Investment Advisors
Arizona
$4.07M -$281K -2,247 -6%
Thrivent Financial for Lutherans
73
Thrivent Financial for Lutherans
Minnesota
$4.03M +$165K +1,318 +4%
PA
74
Parallel Advisors
California
$3.98M -$45.4K -363 -1%
PWM
75
Praetorian Wealth Management
California
$3.93M +$26K +208 +0.7%