Who owns VANGUARD ENERGY INDEX FUND (VDE)
Which tracked institutional funds hold VDE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VDE company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-02). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on VDE is one-sided between 2026-Q1 and 2026-Q2: 53 added or opened and 217 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
VDE’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes VDE more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in VDE divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 723 tracked filers holding VDE, 290 increased or opened the position and 402 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in VDE between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 22
- TWO SIGMA INVESTMENTS, LP$8M
- Bellwether Advisors, LLC$7M
- NewEdge Advisors, LLC$5M
- Journey Advisory Group, LLC$5M
- Tower Research Capital LLC (TRC)$4M
- D. E. Shaw & Co., Inc.$4M
Full exits 45
- Mirae Asset Global Investments Co., Ltd.$38M
- HighTower Advisors, LLC$35M
- Cambridge Investment Research Advisors, Inc.$24M
- PRUDENTIAL PLC$23M
- TUDOR INVESTMENT CORP ET AL$22M
- Evelyn Partners Asset Management Ltd$11M
Largest adds
- BANK OF AMERICA CORP /DE/$28M
- Arax Advisory Partners$9M
- GOLDMAN SACHS GROUP INC$8M
- Ameritas Advisory Services, LLC$7M
- Qube Research & Technologies Ltd$6M
- Steward Partners Investment Advisory, LLC$6M
Largest trims
- BNP PARIBAS FINANCIAL MARKETS$78M
- MORGAN STANLEY$63M
- WELLS FARGO & COMPANY/MN$33M
- Beacon Capital Management, Inc.$32M
- UBS Group AG$29M
- ENVESTNET ASSET MANAGEMENT INC$24M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 2,451,315 | $368M | 14.5% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,410,659 | $212M | 8.4% | 2026-Q2 |
| UBS Group AG trimmed | 985,243 | $148M | 5.8% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 903,691 | $136M | 5.4% | 2026-Q2 |
| LPL Financial LLC added | 845,537 | $127M | 5.0% | 2026-Q2 |
| Wealthfront Advisers LLC trimmed | 797,265 | $120M | 4.7% | 2026-Q2 |
| Beacon Capital Management, Inc. trimmed | 614,009 | $92M | 3.6% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 530,314 | $80M | 3.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 517,455 | $78M | 3.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 490,537 | $74M | 2.9% | 2026-Q2 |
| PGIM Custom Harvest LLC added | 392,086 | $59M | 2.3% | 2026-Q2 |
| SCS Capital Management LLC added | 372,081 | $56M | 2.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 312,646 | $47M | 1.9% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 259,891 | $39M | 1.5% | 2026-Q2 |
| Empower Advisory Group, LLC trimmed | 251,027 | $38M | 1.5% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 229,440 | $34M | 1.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 224,509 | $34M | 1.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 217,849 | $33M | 1.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 212,685 | $32M | 1.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 203,889 | $31M | 1.2% | 2026-Q2 |
| GREENWOOD GEARHART LLC added | 187,545 | $28M | 1.1% | 2026-Q2 |
| Greenline Partners, LLC added | 169,158 | $25M | 1.0% | 2026-Q2 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 161,826 | $24M | 1.0% | 2026-Q2 |
| EVERGREEN CAPITAL MANAGEMENT LLC trimmed | 145,342 | $22M | 0.9% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 142,734 | $21M | 0.8% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 139,010 | $21M | 0.8% | 2026-Q2 |
| Zuckerman Investment Group, LLC trimmed | 116,824 | $18M | 0.7% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 108,477 | $16M | 0.6% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 105,222 | $16M | 0.6% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 101,935 | $15M | 0.6% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 100,926 | $15M | 0.6% | 2026-Q2 |
| ALLEN WEALTH MANAGEMENT, LLC trimmed | 100,242 | $15M | 0.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 93,592 | $14M | 0.6% | 2026-Q2 |
| TrueWealth Financial Partners trimmed | 84,927 | $13M | 0.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 83,838 | $13M | 0.5% | 2026-Q2 |
| CMH Wealth Management LLC added | 79,777 | $12M | 0.5% | 2026-Q2 |
| Creative Planning added | 79,125 | $12M | 0.5% | 2026-Q2 |
| SWAN Capital LLC trimmed | 76,808 | $12M | 0.5% | 2026-Q2 |
| Estate Counselors, LLC trimmed | 70,139 | $11M | 0.4% | 2026-Q2 |
| BFSG, LLC added | 65,083 | $10M | 0.4% | 2026-Q2 |
| Roundview Capital LLC added | 64,089 | $10M | 0.4% | 2026-Q2 |
| Elgethun Capital Management added | 61,997 | $9M | 0.4% | 2026-Q2 |
| Lido Advisors, LLC added | 61,534 | $9M | 0.4% | 2026-Q2 |
| Arax Advisory Partners added | 61,464 | $9M | 0.4% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 60,380 | $9M | 0.4% | 2026-Q2 |
| Pathstone Holdings, LLC added | 59,534 | $9M | 0.4% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 58,645 | $9M | 0.3% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 56,938 | $9M | 0.3% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP new | 55,300 | $8M | 0.3% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 55,136 | $8M | 0.3% | 2026-Q2 |
| WESCAP Management Group, Inc. trimmed | 52,935 | $8M | 0.3% | 2026-Q2 |
| Dunhill Financial, LLC added | 50,901 | $8M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 49,652 | $7M | 0.3% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 49,184 | $7M | 0.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 48,813 | $7M | 0.3% | 2026-Q2 |
| KCM INVESTMENT ADVISORS LLC trimmed | 47,440 | $7M | 0.3% | 2026-Q2 |
| Cerity Partners LLC added | 46,178 | $7M | 0.3% | 2026-Q2 |
| Bellwether Advisors, LLC added | 45,967 | $7M | 0.3% | 2026-Q2 |
| CHOREO, LLC trimmed | 45,277 | $7M | 0.3% | 2026-Q2 |
| Prospera Financial Services Inc added | 45,175 | $7M | 0.3% | 2026-Q2 |
| Mariner, LLC added | 43,488 | $7M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 42,920 | $6M | 0.3% | 2026-Q2 |
| Quantinno Capital Management LP added | 42,745 | $6M | 0.3% | 2026-Q2 |
| ASSETMARK, INC added | 42,573 | $6M | 0.3% | 2026-Q2 |
| Brookstone Capital Management added | 42,540 | $6M | 0.3% | 2026-Q2 |
| Atria Investments, Inc added | 42,020 | $6M | 0.2% | 2026-Q2 |
| Gerald Baker Financial Group LLC trimmed | 41,521 | $6M | 0.2% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 41,460 | $6M | 0.2% | 2026-Q2 |
| Foundations Investment Advisors, LLC trimmed | 41,043 | $6M | 0.2% | 2026-Q2 |
| Strengthening Families & Communities, LLC added | 40,677 | $6M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 38,484 | $6M | 0.2% | 2026-Q2 |
| Guardian Wealth Management, LLC trimmed | 38,044 | $6M | 0.2% | 2026-Q2 |
| MONTAG A & ASSOCIATES INC trimmed | 37,024 | $6M | 0.2% | 2026-Q2 |
| Grove Bank & Trust trimmed | 36,816 | $6M | 0.2% | 2026-Q2 |
| LRI Investments, LLC trimmed | 35,822 | $5M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 34,852 | $5M | 0.2% | 2026-Q2 |
| M&T Bank Corp trimmed | 34,692 | $5M | 0.2% | 2026-Q2 |
| GoalFusion Wealth Management, LLC added | 34,639 | $5M | 0.2% | 2026-Q2 |
| Flatrock Wealth Partners LLC trimmed | 34,265 | $5M | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 33,841 | $5M | 0.2% | 2026-Q2 |
| TWIN FOCUS CAPITAL PARTNERS, LLC trimmed | 32,961 | $5M | 0.2% | 2026-Q2 |
| HOLLENCREST CAPITAL MANAGEMENT | 32,531 | $5M | 0.2% | 2026-Q2 |
| Royal Fund Management, LLC added | 32,252 | $5M | 0.2% | 2026-Q2 |
| Journey Advisory Group, LLC new | 32,074 | $5M | 0.2% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 31,906 | $5M | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 31,884 | $5M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 30,473 | $4M | 0.2% | 2026-Q2 |
| Parallel Advisors, LLC trimmed | 29,890 | $4M | 0.2% | 2026-Q2 |
| FMR LLC added | 29,713 | $4M | 0.2% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 28,768 | $4M | 0.2% | 2026-Q2 |
| Concurrent Investment Advisors, LLC trimmed | 27,752 | $4M | 0.2% | 2026-Q2 |
| MassMutual Private Wealth & Trust, FSB added | 27,171 | $4M | 0.2% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC trimmed | 26,932 | $4M | 0.2% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC added | 26,815 | $4M | 0.2% | 2026-Q2 |
| ALEXANDER LABRUNERIE & CO., INC. added | 26,671 | $4M | 0.2% | 2026-Q2 |
| SEAMOUNT FINANCIAL GROUP INC added | 26,520 | $4M | 0.2% | 2026-Q2 |
| Tranquilli Financial Advisor LLC trimmed | 26,418 | $4M | 0.2% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC trimmed | 25,978 | $4M | 0.2% | 2026-Q2 |
| Valmark Advisers, Inc. added | 25,743 | $4M | 0.2% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 25,657 | $4M | 0.2% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.