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Vanguard Energy ETF

634 hedge funds and large institutions have $2.42B invested in Vanguard Energy ETF in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 229 increasing their positions, 247 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

7% less funds holding

Funds holding: 685634 (-51)

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

53% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 74

Holders
634
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14.1M
Puts
$6.99M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
51
GoalFusion Wealth Management
Texas
$6.15M
AAS
52
Avantax Advisory Services
Texas
$6.13M
MCWS
53
McKinley Carter Wealth Services
West Virginia
$6.1M
SC
54
Swan Capital
Florida
$5.92M
Pathstone Holdings
55
Pathstone Holdings
New Jersey
$5.87M
Neuberger Berman Group
56
Neuberger Berman Group
New York
$5.81M
MML Investors Services
57
MML Investors Services
Massachusetts
$5.78M
CL
58
Choreo LLC
Illinois
$5.36M
SWA
59
Stratos Wealth Advisors
Ohio
$5.28M
AAS
60
Ameritas Advisory Services
Nebraska
$5.1M
KAS
61
Kestra Advisory Services
Texas
$5.02M
SA
62
Shilanski & Associates
Alaska
$4.92M
CWM
63
Congress Wealth Management
Massachusetts
$4.79M
FIA
64
Foundations Investment Advisors
Arizona
$4.69M
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$4.68M
SFCL
66
Strengthening Families & Communities LLC
Massachusetts
$4.61M
Lido Advisors
67
Lido Advisors
California
$4.38M
AIM
68
Anchor Investment Management
South Carolina
$4.19M
KMWM
69
Keudell/Morrison Wealth Management
Oregon
$4.14M
Cerity Partners
70
Cerity Partners
New York
$4.11M
AWS
71
Atria Wealth Solutions
New York
$4.05M
MA
72
Montag & Associates
Georgia
$4.01M
BCI
73
Brinker Capital Investments
Pennsylvania
$3.99M
FSC
74
Full Sail Capital
Oklahoma
$3.97M
TFCP
75
Twin Focus Capital Partners
Massachusetts
$3.93M