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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
BCM
251
Blume Capital Management
California
$247K – – –
WWM
252
Western Wealth Management
Colorado
$240K +$226K +3,534 New
FDCDDQ
253
Federation des caisses Desjardins du Quebec
Quebec, Canada
$239K +$221K +3,460 +5,672%
IWA
254
IVC Wealth Advisors
Pennsylvania
$236K +$222K +3,467 New
AIS
255
American Investment Services
Massachusetts
$232K -$50.5K -790 -19%
ATPW
256
Ashton Thomas Private Wealth
Arizona
$231K +$217K +3,400 New
CCG
257
Chatham Capital Group
Georgia
$231K +$217K +3,398 New
FPFS
258
First Personal Financial Services
North Carolina
$230K -$8.89K -139 -4%
B
259
Bridgeworth
Alabama
$228K +$214K +3,352 New
CBFP
260
Cedar Brook Financial Partners
Ohio
$225K +$212K +3,311 New
CFG
261
Citizens Financial Group
Rhode Island
$224K +$211K +3,295 New
Financial Engines Advisors
262
Financial Engines Advisors
California
$222K +$209K +3,271 New
AWA
263
Arete Wealth Advisors
Illinois
$216K +$201K +3,138 New
SN
264
Sittner & Nelson
Oregon
$211K – – –
PPCM
265
Pillar Pacific Capital Management
California
$210K +$198K +3,091 New
IWM
266
IHT Wealth Management
Illinois
$209K +$197K +3,081 New
CAM
267
Cresset Asset Management
Illinois
$205K +$193K +3,016 New
BSW
268
Buckingham Strategic Wealth
Missouri
$204K +$192K +3,000 New
VFA
269
Voya Financial Advisors
Connecticut
$202K +$189K +2,961 New
TPCW
270
TD Private Client Wealth
New York
$200K -$82.7K -1,293 -31%
ACA
271
Aptus Capital Advisors
Alabama
$193K +$88.4K +1,383 +95%
ETC
272
Exchange Traded Concepts
Oklahoma
$187K -$493K -7,711 -74%
FCM
273
Firestone Capital Management
Florida
$187K – – –
Simplex Trading
274
Simplex Trading
Illinois
$187K +$176K +2,751 New
AWM
275
Accel Wealth Management
Iowa
$186K -$8.63K -135 -5%
9 10
11
12 13

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.