Vanguard Energy ETF
625 hedge funds and large institutions have $2.67B invested in Vanguard Energy ETF in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 206 increasing their positions, 215 reducing their positions, and 53 closing their positions.
326% more call options, than puts
Call options by funds: $13.9M | Put options by funds: $3.25M
51% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 53
6% more funds holding in top 10
Funds holding in top 10: 16 → 17 (+1)
3% more funds holding
Funds holding: 604 → 625 (+21)
4% less repeat investments, than reductions
Existing positions increased: 206 | Existing positions reduced: 215
2.27% less ownership
Funds ownership: 35.8% → 33.53% (-2.3%)
14% less capital invested
Capital invested by funds: $3.11B → $2.67B (-$448M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$56M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$52.8M |
| 3 |
Morgan Stanley
New York
|
+$35M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$17.7M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$16.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$162M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$92.8M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$40.5M |
| 4 |
MMEA
Main Management ETF Advisors
San Francisco,
California
|
-$35.2M |
| 5 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
-$21.6M |
VDE Hedge Fund Activity: Q4 2023 in Review
625 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Vanguard Energy ETF (VDE) for Q4 2023, worth a combined $2.67B — down 14% from $3.11B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new VDE positions and 53 closed out — a net gain of 27 holders — while 206 added to existing stakes and 215 trimmed.
The largest buyer was Bank of America, adding an estimated $56M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $162M.
- 625 institutional investors held Vanguard Energy ETF (VDE) as of Q4 2023, up from 604 in Q3 2023.
- Funds reported $2.67B of Vanguard Energy ETF stock for Q4 2023, down 14% quarter-over-quarter.
- 80 funds opened new Vanguard Energy ETF positions in Q4 2023 and 53 closed out, a net change of +27 holders.
- The largest Vanguard Energy ETF buyer in Q4 2023 was Bank of America, an estimated $56M added.
- The largest Vanguard Energy ETF seller in Q4 2023 was Beacon Capital Management Inc (Ohio), an estimated $162M sold.
Based on aggregated 13F filings for Q4 2023.