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Vanguard Energy ETF

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: 624623 (-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: 1610 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
OC
201
Oppenheimer & Co
New York
$1.18M -$32.3K -258 -3%
SPIA
202
Steward Partners Investment Advisory
New York
$1.16M -$58.7K -469 -5%
VFA
203
Valeo Financial Advisors
Indiana
$1.16M +$9.88K +79 +0.8%
BRWA
204
B. Riley Wealth Advisors
Florida
$1.16M -$697K -5,576 -38%
RK
205
Rather & Kittrell
Tennessee
$1.13M -$12.5K -100 -1%
MGIA
206
Moneta Group Investment Advisors
Missouri
$1.12M -$5.38K -43 -0.5%
WF
207
Warner Financial
Maryland
$1.11M +$12.5K +100 +1%
MECA
208
Miller Equity Capital Advisors
Texas
$1.07M +$50K +400 +5%
MFAM
209
M Financial Asset Management
Oregon
$1.07M -$14.5K -116 -1%
SCG
210
Sonata Capital Group
Washington
$1.06M +$62.5K +500 +6%
FFC
211
First Financial Corp
Indiana
$1.04M -$94.9K -759 -8%
SC
212
Savant Capital
Illinois
$1.04M +$197K +1,578 +23%
PA
213
PFG Advisors
Arizona
$1.03M -$65.3K -522 -6%
HFS
214
Hoge Financial Services
Pennsylvania
$1.02M +$10.9K +87 +1%
NAS
215
NWF Advisory Services
California
$1.02M +$84.4K +675 +9%
HWM
216
HB Wealth Management
Georgia
$1M -$9.13K -73 -0.9%
Prudential Financial
217
Prudential Financial
New Jersey
$978K -$177K -1,416 -15%
ACP
218
Aveo Capital Partners
Colorado
$963K -$16.5K -132 -2%
FOFP
219
Fee-Only Financial Planning
South Carolina
$955K
LFAS
220
Level Four Advisory Services
Texas
$947K +$5.88K +47 +0.6%
Deutsche Bank
221
Deutsche Bank
Germany
$946K
CL
222
Choreo LLC
Illinois
$945K +$8.26K +66 +0.9%
Fisher Asset Management
223
Fisher Asset Management
Washington
$943K -$27K -216 -3%
FG
224
Fiduciary Group
Georgia
$933K -$29.8K -238 -3%
MWM
225
Mission Wealth Management
California
$924K -$73.4K -587 -7%

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.