Vanguard Energy ETFVDEETF

13F holders, Q2 2024 (June 30)
625holders −2
44new positions
49sold out
4famous investors
$126.32avg. 13F price*

At the end of Q2 2024, 625 institutions reported holding Vanguard Energy ETF (VDE) in their 13F filings, down 2 from Q1 2024. 44 opened new positions and 49 sold out. The largest holders were Bank of America Corp. ($305.3M), Morgan Stanley ($202.9M) and UBS Group AG ($180.0M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management'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 → Q2 2024

InstitutionsTotal Value
New Positions44$34.4M
Exits49$54.6M

All 13F filers, Q1 2024 → Q2 2024: 1,115,997 shares bought and 1,477,213 shares sold, net −361,216 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 625 holders

Bank of America Corp. 0.03% Reduce -1.9% 2,393,511 $305.3M
Morgan Stanley 0.02% Reduce -4.2% 1,590,432 $202.9M
UBS Group AG 0.06% Reduce -14.8% 1,410,608 $180.0M
Beacon Capital Management, Inc. 6.91% Reduce -5.0% 1,257,481 $160.4M
Wells Fargo & Company 0.03% Add +7.0% 986,078 $125.8M
Wealthfront Advisers LLC 0.42% Reduce -0.7% 983,914 $125.5M
Manufacturers Life Insurance Company, The 0.10% Add +0.3% 826,646 $105.5M
Main Management ETF Advisors, LLC 4.59% Add +2.6% 720,510 $91.9M
Envestnet Asset Management Inc. 0.03% Reduce -3.9% 675,095 $86.1M
LPL Financial LLC 0.03% Add +9.8% 541,783 $69.1M
Northwestern Mutual Wealth Management Co. 0.07% Add +3.9% 535,209 $68.3M
Royal Bank of Canada 0.01% Reduce -2.8% 390,213 $49.8M
SCS Capital Management LLC 0.98% Reduce -5.8% 366,518 $46.8M
Stifel Financial Corp. 0.05% Reduce -2.6% 329,342 $42.0M
PGIM Custom Harvest LLC 0.81% Add +22.5% 284,599 $36.3M
Cetera Investment Advisers 0.08% Reduce -5.8% 267,038 $34.1M
Raymond James & Associates 0.02% Add +3.9% 217,835 $27.8M
HighTower Advisors, LLC 0.04% Add +4.7% 199,222 $25.5M
Empower Advisory Group, LLC 0.09% Reduce -0.1% 188,363 $24.0M
Raymond James Financial Services Advisors, Inc. 0.03% Add +23.3% 179,364 $22.9M
Corient Private Wealth LP 0.04% Add +3.3% 175,009 $22.3M
Osaic Holdings, Inc. 0.05% Reduce -12.4% 169,323 $21.6M
Main Management LLC 1.74% Reduce -1.2% 164,821 $21.0M
Ameriprise Financial Inc. 0.01% Reduce -16.9% 159,849 $20.4M
Commonwealth Equity Services, LLC 0.03% Add +10.1% 146,879 $18.7M
Evergreen Capital Management LLC 0.63% Add +0.1% 135,579 $17.4M
JPMorgan Chase & Co. 0.00% Reduce -20.6% 130,917 $16.7M
TrueWealth Financial Partners 10.31% Add +6.5% 125,189 $16.0M
Zuckerman Investment Group, LLC 1.77% Add +0.5% 119,814 $15.3M
CMH Wealth Management LLC 3.54% Add +1.9% 112,073 $14.4M
PNC Financial Services Group, Inc. 0.01% Reduce -4.1% 112,669 $14.4M
Rockefeller Capital Management L.P. 0.04% Add +4.5% 112,642 $14.4M
Atria Wealth Solutions, Inc. 0.15% Reduce -2.9% 105,024 $13.5M
Cambridge Investment Research Advisors, Inc. 0.05% Add +2.4% 104,566 $13.3M
D.A. Davidson & Co. 0.12% Add +14.9% 104,253 $13.3M
Greenwood Gearhart LLC 1.22% Add +1.8% 101,530 $13.0M
Bfsg, LLC 1.62% Reduce -0.9% 100,370 $12.8M
Goldman Sachs Group Inc. 0.00% Add +25.1% 90,389 $11.5M
Greenline Partners, LLC 1.74% Add +5.5% 89,773 $11.5M
Allen Wealth Management, LLC 9.87% Add +1.8% 86,927 $11.1M
Captrust Financial Advisors 0.04% Reduce -4.1% 85,381 $10.9M
M&T Bank Corp 0.03% Reduce -5.4% 79,611 $10.2M
Roundview Capital LLC 0.69% Add +3.7% 69,114 $8.8M
KCM Investment Advisors LLC 0.31% Reduce -0.4% 66,989 $8.5M
Creative Planning 0.01% Reduce -3.6% 65,817 $8.4M
Ameritas Advisory Services, LLC 0.30% Add +4.4% 63,248 $8.1M
Citadel Advisors 0.01% Reduce -36.7% 61,872 $7.9M
Avantax Advisory Services, Inc. 0.06% Reduce -3.0% 61,163 $7.8M
Truist Financial Corp. 0.01% Add +0.8% 59,166 $7.5M
M Holdings Securities, Inc. 0.97% New 58,443 $7.5M
SWAN Capital LLC 4.00% Add +261.5% 57,487 $7.3M
Fifth Third Bancorp 0.03% Reduce -5.7% 57,462 $7.3M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -5.2% 54,172 $6.9M
Cambridge Associates LLC /Ma/ 0.30% No change 51,188 $6.5M
Pathstone Holdings, LLC 0.03% Reduce -8.5% 48,773 $6.2M
MML Investors Services, LLC 0.03% Add +11.9% 48,709 $6.2M
McKinley Carter Wealth Services, Inc. 0.39% Add +6.1% 47,889 $6.1M
Elgethun Capital Management 1.48% Add +0.6% 46,063 $5.9M
GoalFusion Wealth Management, LLC 3.53% Add +2.4% 44,545 $5.7M
Alaska Permanent Fund Corp 0.08% Reduce -52.2% 43,000 $5.6M
GTS Securities LLC 0.11% New 42,953 $5.5M
Sanctuary Advisors, LLC 0.04% — 40,723 $5.4M
Montag A & Associates Inc. 0.27% Reduce -6.5% 41,156 $5.3M
Cerity Partners LLC 0.01% Reduce -59.6% 41,421 $5.3M
Syon Capital LLC 0.47% Reduce -2.1% 40,394 $5.2M
Exchange Traded Concepts, LLC 0.13% Add +0.4% 40,130 $5.1M
Accel Wealth Management 2.02% Add +3.9% 39,623 $5.1M
Krilogy Financial LLC 0.37% Add +171.0% 39,146 $5.0M
Clarus Group, Inc. 2.17% New 38,497 $4.9M
Tranquilli Financial Advisor LLC 3.19% Reduce -2.6% 37,400 $4.8M
Shilanski & Associates, Inc. 1.58% Add +0.8% 36,907 $4.7M
Wellington Shields Capital Management, LLC 0.83% Reduce -2.2% 35,949 $4.6M
Foundations Investment Advisors, LLC 0.11% Add +0.3% 35,499 $4.5M
Atria Investments, Inc 0.06% Add +4.1% 35,044 $4.5M
Simplicity Wealth,LLC 0.10% Reduce -6.8% 34,850 $4.4M
Wealth Enhancement Advisory Services, LLC 0.01% Add +46.8% 34,331 $4.4M
Strengthening Families & Communities, LLC 1.23% Add +2.3% 33,654 $4.3M
Kestra Advisory Services, LLC 0.02% Add +13.1% 33,160 $4.2M
Parallel Advisors, LLC 0.11% Add +7.1% 32,865 $4.2M
Bleakley Financial Group, LLC 0.12% Reduce -7.2% 32,850 $4.2M
Keudell/Morrison Wealth Management 1.22% Add +0.2% 32,647 $4.2M
Lido Advisors, LLC 0.03% Add +10.8% 32,181 $4.1M
Praetorian Wealth Management, Inc. 1.04% Add +8.8% 31,904 $4.1M
Thrivent Financial for Lutherans 0.01% Add +0.6% 31,517 $4.0M
Private Advisor Group, LLC 0.03% Add +26.5% 31,384 $4.0M
Hollencrest Capital Management 0.18% No change 31,185 $4.0M
Twin Focus Capital Partners, LLC 0.61% Reduce -6.2% 30,080 $3.8M
Evolution Wealth Advisors, LLC 0.75% Reduce -0.0% 30,035 $3.8M
Blair William & Co. 0.01% Add +8.9% 29,834 $3.8M
Centaurus Financial, Inc. 0.25% Reduce -3.1% 29,726 $3.8M
Full Sail Capital, LLC 0.25% Reduce -2.7% 29,489 $3.8M
RFG Holdings, Inc. 1.41% Reduce -2.7% 28,998 $3.7M
Orion Porfolio Solutions, LLC 0.04% Reduce -0.6% 28,877 $3.7M
Orion Portfolio Solutions, LLC 0.04% Reduce -0.6% 28,877 $3.7M
Callan Capital, LLC 0.30% Reduce -4.5% 28,634 $3.7M
Atlas Capital Advisors Inc. 0.47% Reduce -3.1% 28,541 $3.6M
Johnson Investment Counsel Inc. 0.04% Reduce -0.1% 28,121 $3.6M
Boxwood Ventures, Inc. 5.72% No change 27,720 $3.6M
Cresset Asset Management, LLC 0.01% Reduce -4.4% 27,412 $3.5M
Family Firm, Inc. 0.77% Reduce -0.6% 27,134 $3.5M

"% 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 625 holders