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Vanguard Energy ETF
VDE

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: 624 → 623 (-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: 16 → 10 (-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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$14M
2
SC
Swan Capital
Florida
+$3.75M
3
Bank of America
Bank of America
North Carolina
+$3.42M
4
GB
Gunma Bank
Japan
+$3.25M
5
RB
Richmond Brothers
Michigan
+$3.2M

Top Sellers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$44.9M
2
MMEA
Main Management ETF Advisors
California
-$43.9M
3
SFC
Strategic Financial Concepts
Texas
-$28.3M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$26.4M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$20.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
FT
176
Fiduciary Trust
Massachusetts
$1.5M -$463K -3,698 -23%
PCIA
177
Prime Capital Investment Advisors
Kansas
$1.5M -$21.3K -170 -1%
SG
178
Sharper & Granite
California
$1.48M -$34.8K -278 -2%
SPC
179
Sigma Planning Corp
Michigan
$1.48M +$51.9K +415 +4%
Citigroup
180
Citigroup
New York
$1.47M +$406K +3,244 +37%
AIFAIM
181
American Institute for Advanced Investment Management
Arizona
$1.41M -$6.75K -54 -0.5%
PGFC
182
Peapack-Gladstone Financial Corp
New Jersey
$1.4M -$5.13K -41 -0.4%
DIM
183
Delta Investment Management
California
$1.39M -$64.4K -515 -4%
TAM
184
Tocqueville Asset Management
New York
$1.38M – – –
EA
185
Enclave Advisors
Texas
$1.36M +$1.39M +11,086 New
FWP
186
FAS Wealth Partners
Kansas
$1.36M +$9.13K +73 +0.7%
GFG
187
Goldstone Financial Group
Illinois
$1.32M -$2.63K -21 -0.2%
PIMG
188
Patriot Investment Management Group
Tennessee
$1.27M +$5.38K +43 +0.4%
LBC
189
Lowe Brockenbrough & Co
Virginia
$1.27M – – –
FMN
190
Financial Management Network
California
$1.27M -$49.3K -394 -4%
AIM
191
Athena Investment Management
California
$1.27M -$3.13K -25 -0.2%
EWA
192
EP Wealth Advisors
California
$1.27M +$563K +4,501 +77%
WT
193
Whittier Trust
California
$1.26M -$5K -40 -0.4%
HAS
194
HBW Advisory Services
California
$1.25M +$180K +1,436 +16%
AW
195
Avion Wealth
Texas
$1.24M -$327K -2,617 -21%
PWA
196
Provenance Wealth Advisors
Florida
$1.23M – – –
Koshinski Asset Management
197
Koshinski Asset Management
Illinois
$1.22M – – –
SWM
198
SeaCrest Wealth Management
New York
$1.21M -$507K -4,050 -29%
AMG
199
Asset Management Group
Connecticut
$1.19M -$1.75K -14 -0.1%
WA
200
Waverly Advisors
Alabama
$1.19M -$876 -7 -0.1%
6 7
8
9 10

VDE Hedge Fund Activity: Q3 2024 in Review

623 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Energy ETF (VDE) for Q3 2024, worth a combined $2.56B — down 10% from $2.85B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new VDE positions and 49 closed out — a net gain of 7 holders — while 231 added to existing stakes and 208 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $44.9M.

  • 623 institutional investors held Vanguard Energy ETF (VDE) as of Q3 2024, down from 624 in Q2 2024.
  • Funds reported $2.56B of Vanguard Energy ETF stock for Q3 2024, down 10% quarter-over-quarter.
  • 56 funds opened new Vanguard Energy ETF positions in Q3 2024 and 49 closed out, a net change of +7 holders.
  • The largest Vanguard Energy ETF buyer in Q3 2024 was Morgan Stanley, an estimated $14M added.
  • The largest Vanguard Energy ETF seller in Q3 2024 was Beacon Capital Management Inc (Ohio), an estimated $44.9M sold.

Based on aggregated 13F filings for Q3 2024.