Vanguard Energy ETFVDEETF

13F holders, Q1 2024 (March 31)
627holders
7famous investors
$131.75avg. 13F price*

At the end of Q1 2024, 627 institutions reported holding Vanguard Energy ETF (VDE) in their 13F filings. The largest holders were Bank of America Corp. ($321.5M), Morgan Stanley ($218.7M) and UBS Group AG ($218.0M). 7 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).

Company
Vanguard Energy ETF
CUSIP
92204A306
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 627Q1 2024Q2 2024: 625Q2 2024Q3 2024: 624Q3 2024Q4 2024: 693Q4 2024Q1 2025: 695Q1 2025Q2 2025: 648Q2 2025Q3 2025: 636Q3 2025Q4 2025: 668Q4 2025Q1 2026: 782Q1 2026Q2 2026: 765Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions63$43.5M
Exits59$30.4M

Ownership 627 holders

Bank of America Corp. 0.03% Reduce -14.3% 2,440,952 $321.5M
Morgan Stanley 0.02% Reduce -10.4% 1,660,516 $218.7M
UBS Group AG 0.07% Reduce -26.0% 1,655,298 $218.0M
Beacon Capital Management, Inc. 7.35% Add +222.4% 1,324,346 $175.6M
Wealthfront Advisers LLC 0.46% Reduce -2.9% 991,060 $130.5M
Wells Fargo & Company 0.03% Add +6.6% 921,706 $121.4M
Manufacturers Life Insurance Company, The 0.10% Reduce -2.9% 824,577 $108.6M
Main Management ETF Advisors, LLC 4.89% Add +3.5% 702,405 $92.5M
Envestnet Asset Management Inc. 0.03% Add +146.2% 702,282 $92.5M
Northwestern Mutual Wealth Management Co. 0.07% Add +7.5% 515,084 $67.8M
LPL Financial LLC 0.03% Reduce -3.9% 493,365 $65.0M
Royal Bank of Canada 0.01% Reduce -0.6% 401,433 $52.9M
SCS Capital Management LLC 1.09% Reduce -4.0% 389,061 $51.2M
Stifel Financial Corp. 0.05% Reduce -7.4% 338,041 $44.5M
Cetera Investment Advisers 0.09% Add +930.9% 283,453 $37.3M
PGIM Custom Harvest LLC 0.76% Add +17.2% 232,398 $30.6M
Raymond James & Associates 0.02% Add +3.6% 209,657 $27.6M
Osaic Holdings, Inc. 0.06% Reduce -24.8% 193,232 $25.5M
Ameriprise Financial Inc. 0.01% Add +4.8% 192,306 $25.3M
HighTower Advisors, LLC 0.04% Add +0.3% 190,343 $25.1M
Empower Advisory Group, LLC 0.09% Add +2.1% 188,555 $24.8M
Corient Private Wealth LP 0.04% Reduce -5.7% 169,425 $22.3M
Main Management LLC 1.88% Reduce -41.4% 166,855 $22.0M
JPMorgan Chase & Co. 0.00% Reduce -15.0% 164,825 $21.7M
Raymond James Financial Services Advisors, Inc. 0.03% Add +12.1% 145,442 $19.2M
Evergreen Capital Management LLC 0.67% Reduce -1.3% 135,479 $17.8M
Commonwealth Equity Services, LLC 0.03% Reduce -1.7% 133,376 $17.6M
Prudential PLC 0.14% New 133,000 $17.5M
Zuckerman Investment Group, LLC 1.81% Add +3.4% 119,216 $15.7M
TrueWealth Financial Partners 10.86% Add +0.2% 117,587 $15.5M
PNC Financial Services Group, Inc. 0.01% Add +4.7% 117,512 $15.5M
CMH Wealth Management LLC 3.68% Reduce -3.1% 109,977 $14.5M
Atria Wealth Solutions, Inc. 0.16% Add +1.4% 108,182 $14.2M
Rockefeller Capital Management L.P. 0.04% Reduce -16.9% 107,780 $14.2M
Cerity Partners LLC 0.04% Add +5.3% 102,456 $13.5M
Cambridge Investment Research Advisors, Inc. 0.05% Add +11.1% 102,157 $13.5M
Bfsg, LLC 1.76% Add +2.3% 101,280 $13.3M
Greenwood Gearhart LLC 1.28% Add +23483.2% 99,757 $13.1M
Citadel Advisors 0.01% Add +9.7% 97,797 $12.9M
D.A. Davidson & Co. 0.11% Add +0.0% 90,763 $12.0M
Alaska Permanent Fund Corp 0.17% No change 90,000 $11.9M
Captrust Financial Advisors 0.04% Reduce -24.7% 88,999 $11.7M
Allen Wealth Management, LLC 9.92% Add +4.4% 85,413 $11.2M
Greenline Partners, LLC 1.79% Add +6.2% 85,103 $11.2M
M&T Bank Corp 0.04% Add +10.1% 84,135 $11.1M
Gunma Bank,Ltd. 5.62% Add +55.8% 81,000 $10.7M
D. E. Shaw & Co. 0.01% Add +794.3% 76,899 $10.1M
Goldman Sachs Group Inc. 0.00% Add +54.2% 72,263 $9.5M
Creative Planning 0.01% Add +1.5% 68,277 $9.0M
KCM Investment Advisors LLC 0.33% Reduce -0.5% 67,283 $8.9M
Roundview Capital LLC 0.72% Add +6.6% 66,621 $8.8M
Avantax Advisory Services, Inc. 0.07% Add +12.9% 63,034 $8.3M
Fifth Third Bancorp 0.03% Reduce -0.7% 60,943 $8.0M
Ameritas Advisory Services, LLC 0.33% Reduce -50.1% 60,599 $8.0M
Truist Financial Corp. 0.01% Reduce -1.9% 58,718 $7.7M
Envestnet Portfolio Solutions, Inc. 0.03% Add +135.5% 57,111 $7.5M
Pathstone Holdings, LLC 0.03% Reduce -0.1% 53,282 $7.0M
Cambridge Associates LLC /Ma/ 0.36% No change 51,188 $6.7M
Elgethun Capital Management 1.52% Add +0.0% 45,805 $6.0M
McKinley Carter Wealth Services, Inc. 0.40% Add +9.2% 45,146 $5.9M
Montag A & Associates Inc. 0.29% Reduce -32.5% 43,998 $5.8M
MML Investors Services, LLC 0.02% Add +1.5% 43,539 $5.7M
GoalFusion Wealth Management, LLC 3.65% Reduce -0.1% 43,502 $5.7M
Syon Capital LLC 0.51% Reduce -3.2% 41,249 $5.4M
Quaker Wealth Management, LLC 2.15% Reduce -24.4% 40,073 $5.3M
Exchange Traded Concepts, LLC 0.14% Add +91.0% 39,953 $5.3M
Tranquilli Financial Advisor LLC 3.37% Add +145.7% 38,393 $5.1M
Accel Wealth Management 2.13% Add +1.9% 38,143 $5.0M
Bailard, Inc. 0.14% Add +506.6% 37,987 $5.0M
Simplicity Wealth,LLC 0.12% New 37,389 $4.9M
Wellington Shields Capital Management, LLC 0.91% Add +24.1% 36,747 $4.8M
Shilanski & Associates, Inc. 1.66% Add +2.1% 36,614 $4.8M
Foundations Investment Advisors, LLC 0.12% Add +6.8% 35,405 $4.7M
Bleakley Financial Group, LLC 0.14% Add +22.8% 35,389 $4.7M
Retireful, LLC 1.89% Reduce -7.7% 34,605 $4.6M
Atria Investments, Inc 0.06% Add +93.8% 33,657 $4.4M
Strengthening Families & Communities, LLC 2.57% Add +7.2% 32,900 $4.3M
Keudell/Morrison Wealth Management 1.30% Add +1.1% 32,583 $4.3M
Twin Focus Capital Partners, LLC 0.80% Reduce -0.3% 32,080 $4.2M
Thrivent Financial for Lutherans 0.01% Add +40.7% 31,335 $4.1M
Hollencrest Capital Management 0.19% Add +0.4% 31,185 $4.1M
Parallel Advisors, LLC 0.11% Add +12.6% 30,695 $4.0M
Centaurus Financial, Inc. 0.28% Add +1.5% 30,677 $4.0M
Anchor Investment Management, LLC 0.42% Add +4.1% 30,336 $4.0M
Full Sail Capital, LLC 0.28% Reduce -2.8% 30,308 $4.0M
Mercer Global Advisors Inc. 0.01% Reduce -0.6% 30,157 $4.0M
Evolution Wealth Advisors, LLC 0.76% Reduce -0.5% 30,040 $4.0M
Callan Capital, LLC 0.35% Reduce -1.2% 29,973 $3.9M
RFG Holdings, Inc. 1.65% Reduce -57.5% 29,791 $3.9M
Atlas Capital Advisors Inc. 0.61% Reduce -7.6% 29,450 $3.9M
Praetorian Wealth Management, Inc. 1.03% Add +15.0% 29,337 $3.9M
Kestra Advisory Services, LLC 0.03% Add +3.1% 29,308 $3.9M
Lido Advisors, LLC 0.03% Add +11.0% 29,051 $3.8M
Orion Porfolio Solutions, LLC 0.04% Reduce -17.1% 29,041 $3.8M
Orion Portfolio Solutions, LLC 0.04% Reduce -17.1% 29,041 $3.8M
Y-Intercept (Hong Kong) Ltd 0.29% Add +1594.4% 28,991 $3.8M
Grove Bank & Trust 0.64% Add +18.0% 28,724 $3.8M
Cresset Asset Management, LLC 0.02% Add +37.2% 28,663 $3.8M
Johnson Investment Counsel Inc. 0.04% Add +1.4% 28,157 $3.7M
Boxwood Ventures, Inc. 6.42% No change 27,720 $3.7M

"% of holder's portfolio" is VDE's weight in each manager's 13F, not the share of Vanguard Energy ETF the manager owns.

Show all 627 holders