αAlphaSMO
/
MacroRadarBuy/Sell TrendsSector RotationPortfolio UpdatesInstitutionsGuru PortfoliosInsider TradesSmart MoneyForm 144 Pre-Sale13D/13G Ownership8-K EventsWatchlistAboutSettingsLogin
/

Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

VDE

VDE 13F Positioning & Ownership Changes

Vanguard Energy ETF

+$1.2B

Net Activity

Institutions Holding

773

Popularity Rank

#643

Avg Weight

0.26%

Total Value

$3.7B

Ownership Trend

773 institutions currently hold VDE, with 399 net buyers and 249 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

249

Net Buying Institutions

399

Key Holders

Key Holders

Top 5 by Value

BO
Bank Of America CORP /de/
$339.9M
MS
Morgan Stanley
$274.7M
UG
UBS Group AG
$177.4M
WF
Wells Fargo & Company/mn
$169.1M
LF
LPL Financial LLC
$141.6M

Top 5 by Conviction

AW
Allen Wealth Management, LLC
9.41%
BC
Beacon Capital Management, Inc.
7.01%
TF
TrueWealth Financial Partners
5.86%
SC
SWAN Capital LLC
5.36%
GP
Greenline Partners, LLC
3.04%
View all 773 holding institutions

Across its top 20 institutional holders, VDE's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 11/100, avg. turnover score 22/100).

Quarterly Activity

Recent Activity

+$2.1B

Total Buy Value

$1.5B

Total Sell Value

New buy139
Trim220
Add260
Sold out29

399

Net Buyers

249

Net Sellers

Smart Money Convergence

VDE does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

92204A306

FAQ

Who are the top institutional investors holding VANGUARD ENERGY ETF (VDE)?
Major stakeholders currently include Bank Of America CORP /de/ ($339.9M), Morgan Stanley ($274.7M), UBS Group AG ($177.4M). Based on the latest 13F filings, there are a total of 773 tracked investment funds and institutions maintaining positions in VDE.
What is the overall institutional sentiment toward VDE recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $1.2B, driven by 399 managers accumulating shares while 249 reduced their exposure.
Which institutions have been selling or reducing their VDE positions?
In the latest period, 220 funds trimmed their holdings, and 29 managers completely exited their positions. The aggregate reported sell value was $1.5B.
Are there any notable investors adding VDE to their portfolios?
Yes, buying activity remains notable. 139 institutions opened new positions in {ticker}, and 260 existing holders added to their shares. The total reported buy value for the quarter amounted to $2.1B.

Related Stocks

Trending Institutional Adds

The most-added stocks by 13F institutions this quarter

MSFT

Microsoft CORP

Institutions Holding

6,150

Total reported value

$2.1T

3245 13F institutions increased their position this quarter

View detail
AMZN

Amazon.com INC

Institutions Holding

5,957

Total reported value

$1.5T

3028 13F institutions increased their position this quarter

View detail
NVDA

Nvidia CORP

Institutions Holding

5,764

Total reported value

$3.0T

2743 13F institutions increased their position this quarter

View detail