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Vanguard Energy ETF
VDE

306 hedge funds and large institutions have $891M invested in Vanguard Energy ETF in 2020 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 103 increasing their positions, 93 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more funds holding in top 10

Funds holding in top 10: 5 → 8 (+3)

60% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 42

30% more capital invested

Capital invested by funds: $685M → $891M (+$206M)

18% more call options, than puts

Call options by funds: $6.75M | Put options by funds: $5.71M

11% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 93

7% more funds holding

Funds holding: 286 → 306 (+20)

4.93% less ownership

Funds ownership: 34.5% → 29.57% (-4.9%)

Holders
306
Holders Change
+20
Holders Change %
+6.99%
% of All Funds
6.27%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.16%
New
67
Increased
103
Reduced
93
Closed
42
Calls
$6.75M
Puts
$5.71M
Net Calls
+$1.03M
Net Calls Change
+$3.2M

Top Buyers

1
BO
BRR OpCo
Ohio
+$34.3M
2
Wealthfront Advisers
Wealthfront Advisers
California
+$19.7M
3
Bank of America
Bank of America
North Carolina
+$12.5M
4
CCM
Consolidated Capital Management
California
+$9.78M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$7.38M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$19.1M
2
Osaic Holdings
Osaic Holdings
Arizona
-$14.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$13.6M
4
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$10.7M
5
HF
HRT Financial
New York
-$10.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
TP
151
Tranquility Partners
Tennessee
$312K -$32.4K -656 -10%
PPW
152
Parcion Private Wealth
Washington
$310K -$2.28M -46,244 -88%
Neuberger Berman Group
153
Neuberger Berman Group
New York
$310K +$10.9K +221 +4%
TFCP
154
Twin Focus Capital Partners
Massachusetts
$309K -$12.9K -261 -4%
NFC
155
Northeast Financial Consultants
Connecticut
$307K +$4.93K +100 +2%
FP
156
Financial Perspectives
Minnesota
$307K +$2.66K +54 +0.9%
TPCW
157
TD Private Client Wealth
New York
$300K +$212K +4,289 +256%
BCA
158
Bray Capital Advisors
Florida
$295K -$483K -9,780 -63%
Fidelity Investments
159
Fidelity Investments
Massachusetts
$294K -$64.7K -1,312 -18%
Citadel Advisors
160
Citadel Advisors
Florida
$294K +$289K +5,850 New
Jane Street
161
Jane Street
New York
$289K +$283K +5,746 New
CA
162
Cambridge Advisors
Nebraska
$276K -$9.87K -200 -4%
CFFP
163
Center for Financial Planning
Michigan
$267K -$70K -1,418 -21%
FPFS
164
First Personal Financial Services
North Carolina
$265K -$2.17K -44 -0.8%
RMAM
165
Raab & Moskowitz Asset Management
New Jersey
$263K -$115K -2,322 -31%
HSA
166
HBK Sorce Advisory
Pennsylvania
$259K +$254K +5,156 New
PFA
167
Paradigm Financial Advisors
Missouri
$252K +$248K +5,018 New
SCA
168
Spearhead Capital Advisors
Florida
$249K -$1.5M -30,482 -86%
B
169
Bailard
California
$243K -$350K -7,089 -60%
AAM
170
Autus Asset Management
Arizona
$241K +$237K +4,795 New
MAFM
171
Mid Atlantic Financial Management
Pennsylvania
$238K +$233K +4,732 New
DI
172
Disciplined Investments
Oklahoma
$235K +$50.5K +1,023 +28%
AF
173
Affiance Financial
Minnesota
$230K -$833K -16,886 -79%
CPA
174
Clear Perspective Advisors
Illinois
$224K +$220K +4,450 New
TLP
175
Trinity Legacy Partners
Texas
$222K +$219K +4,447 New
5 6
7
8 9

VDE Hedge Fund Activity: Q2 2020 in Review

306 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vanguard Energy ETF (VDE) for Q2 2020, worth a combined $891M — up 30% from $685M a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new VDE positions and 42 closed out — a net gain of 25 holders — while 103 added to existing stakes and 93 trimmed.

The largest buyer was BRR OpCo, opening a new position worth an estimated $34.3M. The largest seller was Bank of Montreal, exiting entirely with an estimated $19.1M sold.

  • 306 institutional investors held Vanguard Energy ETF (VDE) as of Q2 2020, up from 286 in Q1 2020.
  • Funds reported $891M of Vanguard Energy ETF stock for Q2 2020, up 30% quarter-over-quarter.
  • 67 funds opened new Vanguard Energy ETF positions in Q2 2020 and 42 closed out, a net change of +25 holders.
  • The largest Vanguard Energy ETF buyer in Q2 2020 was BRR OpCo, an estimated $34.3M added.
  • The largest Vanguard Energy ETF seller in Q2 2020 was Bank of Montreal, an estimated $19.1M sold.

Based on aggregated 13F filings for Q2 2020.