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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
Bank of Montreal
251
Bank of Montreal
Ontario, Canada
$359K -$1.65M -20,771 -82%
CPO
252
Cerity Partners OCIO
New York
$357K +$30.1K +379 +9%
VIM
253
Vista Investment Management
Pennsylvania
$355K -$32.9K -414 -8%
SWA
254
Stratos Wealth Advisors
Ohio
$354K +$875 +11 +0.2%
PCM
255
Parsons Capital Management
Rhode Island
$350K +$140K +1,765 +64%
BO
256
BRR OpCo
Ohio
$343K -$1.08M -13,621 -76%
Millennium Management
257
Millennium Management
New York
$339K -$1.16M -14,584 -77%
MGIA
258
Moneta Group Investment Advisors
Missouri
$339K +$875 +11 +0.3%
PFS
259
Prospera Financial Services
Texas
$337K -$61.4K -772 -15%
EFS
260
Essex Financial Services
Connecticut
$336K +$34.9K +439 +11%
SWM
261
Spire Wealth Management
Virginia
$329K -$462K -5,813 -58%
BRWA
262
B. Riley Wealth Advisors
Florida
$328K -$38.5K -484 -10%
MWM
263
Mission Wealth Management
California
$325K -$27.8K -349 -8%
WAP
264
Wealthcare Advisory Partners
Pennsylvania
$325K +$333K +4,186 New
BCA
265
Bay Colony Advisors
Massachusetts
$324K +$332K +4,175 New
HWA
266
Heartwood Wealth Advisors
Virginia
$323K – – –
AWA
267
Arkadios Wealth Advisors
Georgia
$322K – – –
RMAM
268
Raab & Moskowitz Asset Management
New Jersey
$320K -$9.94K -125 -3%
PP
269
PDS Planning
Ohio
$319K +$636 +8 +0.2%
NHC
270
Nicholas Hoffman & Company
Georgia
$315K +$1.75K +22 +0.5%
LWAC
271
Laurel Wealth Advisors (California)
California
$314K +$15.3K +192 +5%
LFAS
272
Level Four Advisory Services
Texas
$314K +$322K +4,045 New
BW
273
Bison Wealth
Georgia
$310K +$80 +1 +0%
IRAG
274
Investment Research & Advisory Group
Georgia
$308K – – –
LHWM
275
Lake Hills Wealth Management
Texas
$306K +$314K +3,943 New
9 10
11
12 13

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.