VDE · VANGUARD ENERGY INDEX FUND ETF
$180.58
-1.58 (-0.87%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 6
Total Value: $49,281,070
Total Shares: 328,256
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 6 13F filers · Δ vs Mar 31, 2026Top Holder
55.6%
+46.6 pts
Top 5
100.0%
+70.8 pts
Top 10
100.0%
+56.6 pts
HHI
4,922
Highly concentrated+4,655
Quarterly Activity
vs Mar 31, 2026
New
0
Increased
2
Decreased
3
Sold Out
768
Unchanged
1
Holder count:
-768
Institutional value:
-98.7%
Shares held:
-98.5%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | +74,022 | 182,522 | |
| Small Kingsbury Capital Investment Advisors LLC | +3,698 | 5,059 |
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | −5,446 | 140,332 | |
| Small Principia Wealth Advisory, LLC | −116 | 310 | |
| Mid Parkside Financial Bank & Trust | −5 | 29 |
Top New Positions
vs Mar 31, 2026No new positions this quarter.
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega BANK OF AMERICA CORP /DE/ | 1,964,299 | $339,902,297 | |
| Mega MORGAN STANLEY | 1,587,679 | $274,731,971 | |
| Mega UBS Group AG | 1,025,115 | $177,385,898 | |
| Mega WELLS FARGO & COMPANY/MN | 977,346 | $169,119,950 | |
| Mega LPL Financial LLC | 818,310 | $141,600,362 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC VDE | $21,068,043 | 42.75% | 140,332 | Shares | 2026-08-27 | |
| Mega CITADEL ADVISORS LLC VDE | $15,796,978 | 32.05% | 105,222 | Shares | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC VDE | $8,362,241 | 16.97% | 55,700 | Call | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC VDE | $3,242,808 | 6.58% | 21,600 | Put | 2026-09-02 | |
| Small Kingsbury Capital Investment Advisors LLC VDE | $759,507 | 1.54% | 5,059 | Shares | 2026-08-25 | |
| Small Principia Wealth Advisory, LLC VDE | $46,540 | 0.09% | 310 | Shares | 2026-08-26 | |
| Mid Parkside Financial Bank & Trust Bank VDE | $4,353 | 0.01% | 29 | Shares | 2026-09-04 | |
| Small TUCKER ASSET MANAGEMENT LLC VDE | $600 | 0.00% | 4 | Shares | 2026-08-27 |