Vanguard Energy ETFVDEETF

13F holders, Q4 2024 (December 31)
693holders +69
75new positions
48sold out
4famous investors
$121.22avg. 13F price*

At the end of Q4 2024, 693 institutions reported holding Vanguard Energy ETF (VDE) in their 13F filings, up 69 from Q3 2024. 75 opened new positions and 48 sold out. The largest holders were Bank of America Corp. ($304.1M), Morgan Stanley ($203.6M) and UBS Group AG ($165.6M). 4 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions75$105.1M
Exits48$63.1M

All 13F filers, Q3 2024 → Q4 2024: 2,023,553 shares bought and 1,005,591 shares sold, net +1,017,962 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 693 holders

Bank of America Corp. 0.03% Add +3.6% 2,507,123 $304.1M
Morgan Stanley 0.01% Reduce -1.4% 1,678,045 $203.6M
UBS Group AG 0.04% Add +2.8% 1,365,237 $165.6M
Wells Fargo & Company 0.03% Add +19.7% 1,180,874 $143.3M
Wealthfront Advisers LLC 0.35% Reduce -1.6% 976,529 $118.5M
Beacon Capital Management, Inc. 4.63% Reduce -2.0% 880,112 $106.8M
Manufacturers Life Insurance Company, The 0.09% Add +1.4% 863,094 $104.7M
LPL Financial LLC 0.03% Add +10.9% 611,511 $74.2M
Envestnet Asset Management Inc. 0.02% Reduce -5.7% 479,695 $58.2M
Royal Bank of Canada 0.01% Add +2.6% 404,270 $49.0M
PGIM Custom Harvest LLC 0.88% Add +19.9% 369,936 $44.9M
SCS Capital Management LLC 0.85% Reduce -1.4% 341,019 $41.4M
Stifel Financial Corp. 0.04% Reduce -5.0% 312,625 $37.9M
Northwestern Mutual Wealth Management Co. 0.03% Reduce -7.6% 299,849 $36.4M
Raymond James Financial Inc. 0.01% — 263,253 $31.9M
Cetera Investment Advisers 0.06% Add +1.9% 243,190 $29.5M
HighTower Advisors, LLC 0.03% Add +4.3% 205,185 $24.9M
Ameriprise Financial Inc. 0.01% Add +20.6% 204,002 $24.7M
Empower Advisory Group, LLC 0.08% Add +3.1% 197,841 $24.0M
Quadrature Capital Ltd 0.48% New 197,818 $24.0M
Corient Private Wealth LP 0.03% Reduce -2.4% 167,110 $20.3M
Osaic Holdings, Inc. 0.04% Add +20.4% 186,559 $19.1M
Commonwealth Equity Services, LLC 0.02% Add +7.0% 138,564 $16.8M
Evergreen Capital Management LLC 0.54% Reduce -0.3% 136,212 $16.5M
Greenwood Gearhart LLC 1.12% Add +17.3% 134,340 $16.3M
Rockefeller Capital Management L.P. 0.04% Reduce -0.1% 125,917 $15.2M
Zuckerman Investment Group, LLC 1.46% Add +1.9% 122,547 $15.2M
Parcion Private Wealth LLC 1.15% New 124,480 $15.1M
JPMorgan Chase & Co. 0.00% Reduce -1.7% 121,435 $14.7M
TrueWealth Financial Partners 9.08% Reduce -1.1% 120,599 $14.6M
CMH Wealth Management LLC 3.22% Add +2.1% 115,955 $14.1M
Estate Counselors, LLC 1.46% New 112,880 $13.7M
PNC Financial Services Group, Inc. 0.01% Reduce -3.8% 108,483 $13.2M
SWAN Capital LLC 6.36% Add +22.8% 107,425 $13.0M
Intellus Advisors LLC 2.22% — 105,619 $12.8M
Cambridge Investment Research Advisors, Inc. 0.04% Add +1.8% 105,130 $12.8M
Cambridge Associates LLC /Ma/ 0.40% Add +103.0% 103,901 $12.6M
D.A. Davidson & Co. 0.10% Add +0.7% 100,019 $12.1M
Greenline Partners, LLC 1.68% Add +6.5% 99,033 $12.0M
Captrust Financial Advisors 0.03% Add +8.4% 92,999 $11.3M
Allen Wealth Management, LLC 7.80% Add +1.0% 89,747 $10.9M
Tudor Investment Corporation 0.11% New 87,798 $10.7M
Bfsg, LLC 1.23% Reduce -5.6% 87,029 $10.6M
Mercer Global Advisors Inc. 0.03% Add +284.1% 86,258 $10.5M
M&T Bank Corp 0.03% Add +3.3% 81,125 $9.8M
Creative Planning 0.01% Reduce -0.4% 68,283 $8.3M
Sanctuary Advisors, LLC 0.05% Add +2.7% 64,363 $8.2M
Atria Wealth Solutions, Inc. 0.09% Reduce -0.8% 67,147 $8.1M
Roundview Capital LLC 0.56% Reduce -6.3% 65,641 $8.0M
KCM Investment Advisors LLC 0.26% Reduce -6.8% 62,179 $7.5M
Truist Financial Corp. 0.01% Reduce -0.1% 59,265 $7.2M
Evelyn Partners Asset Management Ltd 1.86% — 56,857 $6.9M
Evolution Wealth Advisors, LLC 1.15% Add +89.5% 56,520 $6.9M
Ameritas Advisory Services, LLC 0.23% Reduce -13.2% 55,996 $6.8M
Avantax Advisory Services, Inc. 0.04% Reduce -1.8% 54,017 $6.6M
Gunma Bank,Ltd. 2.08% Add +2.0% 52,000 $6.3M
GoalFusion Wealth Management, LLC 3.36% Add +5.7% 50,880 $6.2M
McKinley Carter Wealth Services, Inc. 0.37% Add +2.7% 50,338 $6.1M
Syon Capital LLC 0.55% Reduce -1.4% 49,946 $6.1M
MML Investors Services, LLC 0.02% Add +37.9% 49,384 $6.0M
Pathstone Holdings, LLC 0.03% Reduce -0.2% 48,697 $5.9M
Elgethun Capital Management 1.42% Add +4.3% 48,273 $5.9M
Accel Wealth Management 2.19% Add +9.3% 47,627 $5.8M
Goldman Sachs Group Inc. 0.00% Reduce -46.4% 47,511 $5.8M
Choreo, LLC 0.08% Add +524.5% 47,168 $5.6M
Fifth Third Bancorp 0.02% Reduce -7.8% 46,114 $5.6M
Alaska Permanent Fund Corp 0.08% No change 43,000 $5.2M
National Philanthropic Trust 0.07% New 42,860 $5.2M
Royal Fund Management, LLC 0.56% Add +11.7% 42,132 $5.2M
Bleakley Financial Group, LLC 0.15% Add +41.0% 41,910 $5.1M
Tocqueville Asset Management L.P. 0.08% Add +265.6% 41,148 $5.0M
Kestra Advisory Services, LLC 0.03% Add +52.7% 41,073 $5.0M
Independent Advisor Alliance 0.07% New 40,621 $4.9M
Strengthening Families & Communities, LLC 2.61% Add +8.8% 37,890 $4.6M
Lido Advisors, LLC 0.03% Add +4.5% 37,569 $4.6M
Shilanski & Associates, Inc. 1.46% Add +1.3% 37,381 $4.5M
Wealth Enhancement Advisory Services, LLC 0.01% Add +4.8% 36,429 $4.4M
Montag A & Associates Inc. 0.21% Add +0.0% 35,846 $4.3M
Keudell/Morrison Wealth Management 1.10% Reduce -0.7% 34,883 $4.2M
Cerity Partners LLC 0.01% Reduce -1.8% 34,515 $4.2M
Kera Capital Partners, Inc. 1.20% — 34,232 $4.2M
Foundations Investment Advisors, LLC 0.08% Add +2.9% 34,212 $4.2M
Praetorian Wealth Management, Inc. 1.01% Add +6.3% 34,138 $4.1M
Axiom Financial Strategies, LLC 2.25% Add +24.8% 33,312 $4.0M
Parallel Advisors, LLC 0.09% Add +1.9% 33,121 $4.0M
Citadel Advisors 0.00% Reduce -18.9% 32,946 $4.0M
Twin Focus Capital Partners, LLC 0.58% Add +7.1% 32,210 $3.9M
Hollencrest Capital Management 0.15% Add +1.0% 31,631 $3.8M
Private Advisor Group, LLC 0.02% Add +3.3% 30,680 $3.7M
Anchor Investment Management, LLC 0.35% Add +5.4% 30,603 $3.7M
Centaurus Financial, Inc. 0.22% Add +10.8% 30,004 $3.6M
Chevy Chase Trust Holdings, LLC 0.01% Add +406.8% 29,987 $3.6M
Delta Financial Group, Inc. 0.83% Add +10.1% 29,265 $3.5M
Richmond Brothers, Inc. 2.27% Add +14.3% 29,232 $3.5M
Atria Investments, Inc 0.04% Add +11.1% 29,151 $3.5M
Envestnet Portfolio Solutions, Inc. 0.01% Add +3.0% 29,059 $3.5M
Family Firm, Inc. 0.78% Add +4.9% 29,041 $3.5M
Callan Capital, LLC 0.26% Reduce -0.4% 28,795 $3.5M
Johnson Investment Counsel Inc. 0.03% Add +0.3% 28,719 $3.5M
AE Wealth Management LLC 0.03% Add +281.7% 28,153 $3.4M

"% 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 693 holders