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Vanguard Energy ETF
VDE

479 hedge funds and large institutions have $2.13B invested in Vanguard Energy ETF in 2021 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 172 increasing their positions, 103 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more call options, than puts

Call options by funds: $23.4M | Put options by funds: $6.31M

193% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 40

67% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 103

40% more funds holding in top 10

Funds holding in top 10: 10 → 14 (+4)

17% more funds holding

Funds holding: 409 → 479 (+70)

13% more capital invested

Capital invested by funds: $1.88B → $2.13B (+$243M)

1.55% more ownership

Funds ownership: 36.46% → 38.01% (+1.6%)

Holders
479
Holders Change
+70
Holders Change %
+17.11%
% of All Funds
7.37%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.22%
New
117
Increased
172
Reduced
103
Closed
40
Calls
$23.4M
Puts
$6.31M
Net Calls
+$17.1M
Net Calls Change
+$4.52M

Top Buyers

1
ETC
Exchange Traded Concepts
Oklahoma
+$156M
2
Bank of America
Bank of America
North Carolina
+$24.4M
3
Morgan Stanley
Morgan Stanley
New York
+$22.6M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$20.9M
5
Wells Fargo
Wells Fargo
California
+$14.3M

Top Sellers

1
Citigroup
Citigroup
New York
-$63.6M
2
Goldman Sachs
Goldman Sachs
New York
-$14.9M
3
FIM
Freedom Investment Management
Connecticut
-$9.71M
4
HF
HRT Financial
New York
-$9.17M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$7.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
226
Nations Financial Group
Iowa
$417K +$23.1K +291 +6%
IA
227
IFG Advisory
Georgia
$416K +$4.53K +57 +1%
WFA
228
WMG Financial Advisors
Tennessee
$414K +$425K +5,348 New
CWS
229
Cypress Wealth Services
California
$411K +$6.68K +84 +2%
AWA
230
Arete Wealth Advisors
Illinois
$411K +$135K +1,701 +50%
CCFCSB
231
Cape Cod Five Cents Savings Bank
Massachusetts
$406K -$59.9K -753 -13%
QTM
232
qPULA Trading Management
New York
$404K +$414K +5,200 New
FWM
233
Frontier Wealth Management
Missouri
$402K -$1.43K -18 -0.3%
SSWM
234
Sheets Smith Wealth Management
North Carolina
$402K +$13.8K +173 +3%
MECA
235
Miller Equity Capital Advisors
Texas
$399K -$656K -8,250 -62%
ACM
236
Advisors Capital Management
New Jersey
$394K +$7.79K +98 +2%
SCA
237
Snowden Capital Advisors
New York
$393K +$12.8K +161 +3%
Susquehanna International Group
238
Susquehanna International Group
Pennsylvania
$391K -$1.2M -15,081 -75%
Fidelity Investments
239
Fidelity Investments
Massachusetts
$387K +$188K +2,362 +90%
ATPW
240
Ashton Thomas Private Wealth
Arizona
$386K +$125K +1,574 +46%
Cerity Partners
241
Cerity Partners
New York
$386K -$392K -4,929 -78%
BWL
242
Bogart Wealth LLC
Virginia
$386K – – –
CA
243
Cambridge Advisors
Nebraska
$383K – – –
CBFP
244
Cedar Brook Financial Partners
Ohio
$382K +$108K +1,355 +38%
MSFS
245
Main Street Financial Solutions
Pennsylvania
$380K +$6.76K +85 +2%
FFWA
246
FRG Family Wealth Advisors
Washington
$380K +$390K +4,900 New
GVAG
247
Great Valley Advisor Group
Delaware
$379K -$85.1K -1,070 -18%
NCM
248
Northside Capital Management
Oregon
$371K – – –
BDF
249
Black Diamond Financial
Maryland
$361K – – –
DI
250
Disciplined Investments
Oklahoma
$360K +$7.48K +94 +2%
8 9
10
11 12

VDE Hedge Fund Activity: Q4 2021 in Review

479 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard Energy ETF (VDE) for Q4 2021, worth a combined $2.13B — up 13% from $1.88B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new VDE positions and 40 closed out — a net gain of 77 holders — while 172 added to existing stakes and 103 trimmed.

The largest buyer was Exchange Traded Concepts, adding an estimated $156M. The largest seller was Citigroup, cutting an estimated $63.6M.

  • 479 institutional investors held Vanguard Energy ETF (VDE) as of Q4 2021, up from 409 in Q3 2021.
  • Funds reported $2.13B of Vanguard Energy ETF stock for Q4 2021, up 13% quarter-over-quarter.
  • 117 funds opened new Vanguard Energy ETF positions in Q4 2021 and 40 closed out, a net change of +77 holders.
  • The largest Vanguard Energy ETF buyer in Q4 2021 was Exchange Traded Concepts, an estimated $156M added.
  • The largest Vanguard Energy ETF seller in Q4 2021 was Citigroup, an estimated $63.6M sold.

Based on aggregated 13F filings for Q4 2021.