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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
CAG
276
Csenge Advisory Group
Florida
$306K +$315K +3,964 New
RG
277
Retirement Group
California
$305K +$206K +2,594 +194%
FAIM
278
Financial Advocates Investment Management
Washington
$303K +$257K +3,228 New
PGFC
279
Peapack-Gladstone Financial Corp
New Jersey
$299K – – –
BWP
280
BSW Wealth Partners
Colorado
$298K – – –
ACA
281
Aptus Capital Advisors
Alabama
$298K +$3.18K +40 +1%
B
282
Bailard
California
$298K +$64.3K +808 +27%
SSB
283
Sandy Spring Bank
Maryland
$298K +$124K +1,553 +68%
FPCP
284
Fort Point Capital Partners
California
$297K +$28.6K +359 +10%
IWA
285
IVC Wealth Advisors
Pennsylvania
$296K +$1.59K +20 +0.5%
CWM
286
Collaborative Wealth Management
Florida
$292K +$299K +3,765 New
GIA
287
Guyasuta Investment Advisors
Pennsylvania
$290K – – –
OIA
288
OneDigital Investment Advisors
Kansas
$290K +$298K +3,742 New
SN
289
Sittner & Nelson
Oregon
$289K +$63.6K +800 +27%
ASN
290
Advisory Services Network
Georgia
$289K +$296K +3,724 New
BRWM
291
B. Riley Wealth Management
Tennessee
$285K +$292K +3,675 New
RM
292
Resource Management
Louisiana
$282K – – –
BWM
293
Birchcreek Wealth Management
Ohio
$281K -$60.5K -760 -17%
SW
294
SteelPeak Wealth
California
$280K +$287K +3,607 New
CI
295
Ceera Investments
Texas
$276K – – –
IP
296
Intellectus Partners
California
$276K +$2.63K +33 +0.9%
BCM
297
Blume Capital Management
California
$274K -$7.95K -100 -3%
TPCW
298
TD Private Client Wealth
New York
$272K +$16.9K +212 +6%
ICG
299
InterOcean Capital Group
Tennessee
$270K +$25.5K +320 +10%
HCWM
300
Harrison & Co Wealth Management
Virginia
$270K +$276K +3,473 New
10 11
12
13 14

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.