Stock ownership · SEC 13F · Q4 2025

VANGUARD ENERGY ETF

Who owns VANGUARD ENERGY ETF (CUSIP 92204A306)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$5.2M
Reported value
4
Institutions
100%
Top-5 share

The verdict

As of Q4 2025, 4 institutions report $5.2M in VANGUARD ENERGY ETF positions, ownership that is dominated by its top few institutional owners.

4
institutions hold it
$5.2M
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 92204A306 · Q4 2025 $5M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-MID · BOOK-FULL

  • VALUE-TRACE $5.2M
  • HOLDERS-FOCUS 4 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-MID 3 new
  • BOOK-FULL 8Q history

Read with: Ownership concentration guide - VANGUARD ENERGY ETF's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Largest institutional holders of VANGUARD ENERGY ETF
  1. 1
    Anchor Investment Management, LLC $4.6M
  2. 2
    Diesslin Group, Inc. $364K
  3. 3
    TD Capital Management LLC $195K
  4. 4
    Strategic Investment Solutions, Inc. /IL $23K

Top 4 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a VANGUARD ENERGY ETF position has held steady from 4 to 4 over the last 8 quarters of 13F filings.

2468101214 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 4
Distinct 13F filers holding VANGUARD ENERGY ETF, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Anchor Investment Management, LLC 36,338 $4.6M 88.7%
2 Diesslin Group, Inc. 2,889 $364K 7.1%
3 TD Capital Management LLC 1,547 $195K 3.8%
4 Strategic Investment Solutions, Inc. /IL 180 $23K 0.4%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among VANGUARD ENERGY ETF's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

New positions (3)

Anchor Investment Management, LLC $4.6M
Diesslin Group, Inc. $364K
Strategic Investment Solutions, Inc. /IL $23K

Complete exits (11)

TrueWealth Financial Partners exited
ALEXANDER LABRUNERIE & CO., INC. exited
Newport Capital Group, LLC exited
CIBC Private Wealth Group LLC exited
Strategic Advocates LLC exited
Petix & Botte Co exited

Frequently Asked Questions

How many institutions hold VANGUARD ENERGY ETF?▼
VANGUARD ENERGY ETF is held by 4 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of VANGUARD ENERGY ETF?▼
Institutions report $5.2M of VANGUARD ENERGY ETF as of Q4 2025.
How concentrated is ownership of VANGUARD ENERGY ETF?▼
The top five institutional holders account for 100% of the reported institutional value in VANGUARD ENERGY ETF, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of VANGUARD ENERGY ETF?▼
Anchor Investment Management, LLC is the largest reported holder of VANGUARD ENERGY ETF with $4.6M across 36,338 shares as of Q4 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.