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Vanguard Energy ETF
VDE

604 hedge funds and large institutions have $3.12B invested in Vanguard Energy ETF in 2023 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 224 increasing their positions, 167 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

329% more call options, than puts

Call options by funds: $48.1M | Put options by funds: $11.2M

128% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 32

36% more capital invested

Capital invested by funds: $2.29B → $3.12B (+$820M)

34% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 167

23% more funds holding in top 10

Funds holding in top 10: 13 → 16 (+3)

6% more funds holding

Funds holding: 568 → 604 (+36)

4.09% more ownership

Funds ownership: 31.72% → 35.8% (+4.1%)

Holders
604
Holders Change
+36
Holders Change %
+6.34%
% of All Funds
9.59%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.25%
New
73
Increased
224
Reduced
167
Closed
32
Calls
$48.1M
Puts
$11.2M
Net Calls
+$36.9M
Net Calls Change
+$22.2M

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$212M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$109M
3
Osaic Holdings
Osaic Holdings
Arizona
+$44.2M
4
ETC
Exchange Traded Concepts
Oklahoma
+$23.4M
5
MMEA
Main Management ETF Advisors
California
+$18.7M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$43.5M
2
PG
Prostatis Group
Maryland
-$32.8M
3
Bank of America
Bank of America
North Carolina
-$14.7M
4
Citadel Advisors
Citadel Advisors
Florida
-$5.51M
5
ACA
Aptus Capital Advisors
Alabama
-$5.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$302M -$14.7M -119,811 -5%
UBS Group
2
UBS Group
Switzerland
$228M -$2.22M -18,105 -1%
BCMIO
3
Beacon Capital Management Inc (Ohio)
Ohio
$223M +$212M +1,733,260 +6,246%
Morgan Stanley
4
Morgan Stanley
New York
$198M -$846K -6,907 -0.4%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$134M +$109M +888,536 +519%
Wealthfront Advisers
6
Wealthfront Advisers
California
$130M -$4.81M -39,302 -4%
MMEA
7
Main Management ETF Advisors
California
$123M +$18.7M +153,100 +19%
Wells Fargo
8
Wells Fargo
California
$123M +$14.1M +115,473 +13%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$89.8M -$43.5M -355,534 -33%
Osaic Holdings
10
Osaic Holdings
Arizona
$75.4M +$44.2M +360,948 +154%
LPL Financial
11
LPL Financial
California
$65.9M +$5.24M +42,838 +9%
SCM
12
SCS Capital Management
Massachusetts
$51.8M +$140K +1,142 +0.3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$50.1M -$1.13M -9,225 -2%
Stifel Financial
14
Stifel Financial
Missouri
$45.6M +$1.1M +8,978 +3%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$42M +$1.02M +8,299 +3%
MM
16
Main Management
California
$35.9M +$4.03M +32,944 +13%
Ameriprise
17
Ameriprise
Minnesota
$27.1M -$359K -2,935 -1%
ETC
18
Exchange Traded Concepts
Oklahoma
$25.5M +$23.4M +191,063 +1,869%
CAN
19
Cetera Advisor Networks
California
$24.6M +$10.7M +87,518 +82%
Corient Private Wealth
20
Corient Private Wealth
Florida
$23.3M +$578K +4,725 +3%
Empower Advisory Group
21
Empower Advisory Group
Colorado
$23.1M -$18.7K -153 -0.1%
RJA
22
Raymond James & Associates
Florida
$21.6M +$2.03M +16,554 +11%
HighTower Advisors
23
HighTower Advisors
Illinois
$20.5M +$6.53M +53,350 +49%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$18.1M -$2.44M -19,905 -12%
ECM
25
Evergreen Capital Management
Washington
$17.8M +$24.5K +200 +0.1%
1
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VDE Hedge Fund Activity: Q3 2023 in Review

604 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Energy ETF (VDE) for Q3 2023, worth a combined $3.12B — up 36% from $2.29B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new VDE positions and 32 closed out — a net gain of 41 holders — while 224 added to existing stakes and 167 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $212M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $43.5M.

  • 604 institutional investors held Vanguard Energy ETF (VDE) as of Q3 2023, up from 568 in Q2 2023.
  • Funds reported $3.12B of Vanguard Energy ETF stock for Q3 2023, up 36% quarter-over-quarter.
  • 73 funds opened new Vanguard Energy ETF positions in Q3 2023 and 32 closed out, a net change of +41 holders.
  • The largest Vanguard Energy ETF buyer in Q3 2023 was Beacon Capital Management Inc (Ohio), an estimated $212M added.
  • The largest Vanguard Energy ETF seller in Q3 2023 was Manulife (Manufacturers Life Insurance), an estimated $43.5M sold.

Based on aggregated 13F filings for Q3 2023.