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Vanguard Energy ETF

647 hedge funds and large institutions have $2.44B invested in Vanguard Energy ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 236 increasing their positions, 248 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more call options, than puts

Call options by funds: $14.1M | Put options by funds: $6.99M

2.31% more ownership

Funds ownership: 33.12%35.43% (+2.3%)

5% less repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 248

6% less capital invested

Capital invested by funds: $2.6B → $2.44B (-$156M)

7% less funds holding

Funds holding: 693647 (-46)

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

51% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 74

Holders
647
Holders Change
-46
Holders Change %
-6.64%
% of All Funds
8.52%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
36
Increased
236
Reduced
248
Closed
74
Calls
$14.1M
Puts
$6.99M
Net Calls
+$7.14M
Net Calls Change
+$352K
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$6.17M -$598K -5,142 -9%
ECM
52
Elgethun Capital Management
South Dakota
$6.16M +$178K +1,532 +3%
GWM
53
GoalFusion Wealth Management
Texas
$6.15M +$254K +2,182 +4%
AAS
54
Avantax Advisory Services
Texas
$6.13M -$159K -1,363 -3%
MCWS
55
McKinley Carter Wealth Services
West Virginia
$6.1M +$19.3K +166 +0.3%
SC
56
Swan Capital
Florida
$5.92M -$4.74M -40,752 -45%
Pathstone Holdings
57
Pathstone Holdings
New Jersey
$5.87M +$5.7K +49 +0.1%
Neuberger Berman Group
58
Neuberger Berman Group
New York
$5.81M +$2.91M +25,014 +105%
MML Investors Services
59
MML Investors Services
Massachusetts
$5.78M -$145K -1,247 -3%
CL
60
Choreo LLC
Illinois
$5.36M +$4.21M +36,177 +409%
SWA
61
Stratos Wealth Advisors
Ohio
$5.28M +$4.69M +40,321 +1,002%
AAS
62
Ameritas Advisory Services
Nebraska
$5.1M -$1.05M -9,061 -17%
KAS
63
Kestra Advisory Services
Texas
$5.02M +$747K +6,416 +18%
SA
64
Shilanski & Associates
Alaska
$4.92M +$124K +1,069 +3%
CWM
65
Congress Wealth Management
Massachusetts
$4.79M -$3.71M -31,836 -44%
FIA
66
Foundations Investment Advisors
Arizona
$4.69M +$549K +4,717 +14%
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$4.68M -$237K -2,034 -5%
SFCL
68
Strengthening Families & Communities LLC
Massachusetts
$4.61M -$228K -1,959 -5%
Lido Advisors
69
Lido Advisors
California
$4.38M +$245K +2,107 +6%
AIM
70
Anchor Investment Management
South Carolina
$4.19M +$455K +3,906 +13%
KMWM
71
Keudell/Morrison Wealth Management
Oregon
$4.14M +$39.2K +337 +1%
Cerity Partners
72
Cerity Partners
New York
$4.11M +$51K +438 +1%
AWS
73
Atria Wealth Solutions
New York
$4.05M -$2.46M -21,177 -39%
MA
74
Montag & Associates
Georgia
$4.01M -$75.2K -646 -2%
BCI
75
Brinker Capital Investments
Pennsylvania
$3.99M +$109K +940 +3%

VDE Hedge Fund Activity: Q2 2025 in Review

647 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Vanguard Energy ETF (VDE) for Q2 2025, worth a combined $2.44B — down 6% from $2.6B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of VDE and 36 opened new positions — a net loss of 38 holders — while 248 trimmed existing stakes and 236 added.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $82.7M. The largest seller was UBS Group, cutting an estimated $16.1M.

  • 647 institutional investors held Vanguard Energy ETF (VDE) as of Q2 2025, down from 693 in Q1 2025.
  • Funds reported $2.44B of Vanguard Energy ETF stock for Q2 2025, down 6% quarter-over-quarter.
  • 36 funds opened new Vanguard Energy ETF positions in Q2 2025 and 74 closed out, a net change of -38 holders.
  • The largest Vanguard Energy ETF buyer in Q2 2025 was Beacon Capital Management Inc (Ohio), an estimated $82.7M added.
  • The largest Vanguard Energy ETF seller in Q2 2025 was UBS Group, an estimated $16.1M sold.

Based on aggregated 13F filings for Q2 2025.