We are live on ! Find out more
VDE icon

Vanguard Energy ETF

692 hedge funds and large institutions have $3.89B invested in Vanguard Energy ETF in 2024 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 256 increasing their positions, 186 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

512% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $2.81M

163% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 49

52% more capital invested

Capital invested by funds: $2.56B → $3.89B (+$1.33B)

38% more repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 186

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

11% more funds holding

Funds holding: 623692 (+69)

2.84% more ownership

Funds ownership: 32.97%35.81% (+2.8%)

Holders
692
Holders Change
+69
Holders Change %
+11.08%
% of All Funds
9.11%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
129
Increased
256
Reduced
186
Closed
49
Calls
$17.2M
Puts
$2.81M
Net Calls
+$14.4M
Net Calls Change
+$4.39M
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
76
Lido Advisors
California
$4.56M +$205K +1,608 +4%
SA
77
Shilanski & Associates
Alaska
$4.53M +$58.8K +462 +1%
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$4.42M +$212K +1,662 +5%
MA
79
Montag & Associates
Georgia
$4.35M +$509 +4 +0%
KMWM
80
Keudell/Morrison Wealth Management
Oregon
$4.23M -$29.8K -234 -0.7%
Cerity Partners
81
Cerity Partners
New York
$4.19M -$79.7K -626 -2%
KCP
82
Kera Capital Partners
California
$4.15M +$4.36M +34,232 New
FIA
83
Foundations Investment Advisors
Arizona
$4.15M +$122K +960 +3%
PWM
84
Praetorian Wealth Management
California
$4.14M +$258K +2,026 +6%
AFS
85
Axiom Financial Strategies
Indiana
$4.04M +$842K +6,615 +25%
PA
86
Parallel Advisors
California
$4.02M +$78.8K +619 +2%
Citadel Advisors
87
Citadel Advisors
Florida
$4M -$979K -7,691 -19%
TFCP
88
Twin Focus Capital Partners
Massachusetts
$3.91M +$271K +2,130 +7%
HCM
89
Hollencrest Capital Management
California
$3.84M +$39.5K +310 +1%
PAG
90
Private Advisor Group
New Jersey
$3.72M +$124K +970 +3%
AIM
91
Anchor Investment Management
South Carolina
$3.71M +$198K +1,558 +5%
CF
92
Centaurus Financial
California
$3.64M +$373K +2,926 +11%
Chevy Chase Trust
93
Chevy Chase Trust
Maryland
$3.64M +$3.06M +24,070 +407%
DFG
94
Delta Financial Group
New Jersey
$3.55M +$341K +2,677 +10%
RB
95
Richmond Brothers
Michigan
$3.55M +$466K +3,660 +14%
AI
96
Atria Investments
North Carolina
$3.54M +$372K +2,918 +11%
Envestnet Portfolio Solutions
97
Envestnet Portfolio Solutions
Illinois
$3.53M +$107K +843 +3%
TFF
98
The Family Firm
Maryland
$3.52M +$172K +1,354 +5%
CC
99
Callan Capital
California
$3.49M -$14.4K -113 -0.4%
JIC
100
Johnson Investment Counsel
Ohio
$3.48M +$12.7K +100 +0.3%