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Vanguard Energy ETF
VDE

396 hedge funds and large institutions have $1.59B invested in Vanguard Energy ETF in 2021 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 136 increasing their positions, 96 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 26

122% more call options, than puts

Call options by funds: $16.4M | Put options by funds: $7.37M

57% more funds holding in top 10

Funds holding in top 10: 7 → 11 (+4)

48% more capital invested

Capital invested by funds: $1.08B → $1.59B (+$514M)

42% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 96

14% more funds holding

Funds holding: 346 → 396 (+50)

1.76% more ownership

Funds ownership: 32.29% → 34.05% (+1.8%)

Holders
396
Holders Change
+50
Holders Change %
+14.45%
% of All Funds
6.95%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.19%
New
80
Increased
136
Reduced
96
Closed
26
Calls
$16.4M
Puts
$7.37M
Net Calls
+$9.03M
Net Calls Change
+$5.71M

Top Buyers

1
MMEA
Main Management ETF Advisors
California
+$43.8M
2
Bessemer Group
Bessemer Group
New Jersey
+$40.9M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$31.1M
4
FP
Financial Perspectives
Minnesota
+$25.6M
5
Morgan Stanley
Morgan Stanley
New York
+$18.5M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$38.4M
2
AWS
AJ Wealth Strategies
New York
-$33.6M
3
AA
ALPS Advisors
Colorado
-$8.46M
4
WG
Welch Group
Alabama
-$7.71M
5
PWM
Praetorian Wealth Management
California
-$5.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
226
Segment Wealth Management
Texas
$284K +$267K +4,170 New
Prudential Financial
227
Prudential Financial
New Jersey
$282K +$266K +4,154 New
PGFC
228
Peapack-Gladstone Financial Corp
New Jersey
$281K +$10.7K +168 +4%
GT
229
Glenmede Trust
Pennsylvania
$280K +$214K +3,354 +436%
SPIA
230
Steward Partners Investment Advisory
New York
$279K +$51.1K +800 +24%
PP
231
PDS Planning
Ohio
$278K – – –
ACM
232
Advisors Capital Management
New Jersey
$273K +$257K +4,016 New
HIC
233
Holderness Investments Company
North Carolina
$273K +$257K +4,019 New
LAI
234
Legal Advantage Investments
California
$272K – – –
HWA
235
Heartwood Wealth Advisors
Virginia
$272K +$256K +4,007 New
BW
236
Bison Wealth
Georgia
$271K -$4.28K -67 -2%
IRAG
237
Investment Research & Advisory Group
Georgia
$270K – – –
NHC
238
Nicholas Hoffman & Company
Georgia
$269K – – –
MWM
239
Mission Wealth Management
California
$269K +$253K +3,958 New
B
240
Bailard
California
$266K -$186K -2,916 -43%
MIAS
241
Mason Investment Advisory Services
Virginia
$262K -$35.7K -558 -13%
JCM
242
Jacobi Capital Management
Pennsylvania
$262K +$208K +3,259 +554%
BWP
243
BSW Wealth Partners
Colorado
$262K +$246K +3,846 New
BAM
244
Belpointe Asset Management
Nevada
$261K +$831 +13 +0.3%
SWM
245
Spire Wealth Management
Virginia
$260K +$243K +3,793 New
FIA
246
Foundations Investment Advisors
Arizona
$258K +$11.1K +173 +5%
BRWA
247
B. Riley Wealth Advisors
Florida
$255K +$238K +3,726 New
GIA
248
Guyasuta Investment Advisors
Pennsylvania
$254K +$239K +3,740 New
IP
249
Intellectus Partners
California
$252K +$237K +3,710 New
LWAC
250
Laurel Wealth Advisors (California)
California
$250K +$235K +3,673 New
8 9
10
11 12

VDE Hedge Fund Activity: Q1 2021 in Review

396 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard Energy ETF (VDE) for Q1 2021, worth a combined $1.59B — up 48% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new VDE positions and 26 closed out — a net gain of 54 holders — while 136 added to existing stakes and 96 trimmed.

The largest buyer was Main Management ETF Advisors, opening a new position worth an estimated $43.8M. The largest seller was Goldman Sachs, cutting an estimated $38.4M.

  • 396 institutional investors held Vanguard Energy ETF (VDE) as of Q1 2021, up from 346 in Q4 2020.
  • Funds reported $1.59B of Vanguard Energy ETF stock for Q1 2021, up 48% quarter-over-quarter.
  • 80 funds opened new Vanguard Energy ETF positions in Q1 2021 and 26 closed out, a net change of +54 holders.
  • The largest Vanguard Energy ETF buyer in Q1 2021 was Main Management ETF Advisors, an estimated $43.8M added.
  • The largest Vanguard Energy ETF seller in Q1 2021 was Goldman Sachs, an estimated $38.4M sold.

Based on aggregated 13F filings for Q1 2021.