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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
HNB
301
Huntington National Bank
Ohio
$266K -$267K -3,359 Closed
CCG
302
Chatham Capital Group
Georgia
$264K – – –
KC
303
Kinloch Capital
Virginia
$264K +$271K +3,402 New
FDCDDQ
304
Federation des caisses Desjardins du Quebec
Quebec, Canada
$259K -$14.7K -185 -5%
SPIA
305
Steward Partners Investment Advisory
New York
$258K +$1.91K +24 +0.7%
HI
306
Harbour Investments
Wisconsin
$257K -$563K -7,073 -68%
AIFAIM
307
American Institute for Advanced Investment Management
Arizona
$257K +$264K +3,316 New
MCM
308
Manchester Capital Management
Vermont
$256K – – –
RWA
309
Roberts Wealth Advisors
California
$253K -$11.9K -150 -5%
SWM
310
Segment Wealth Management
Texas
$238K – – –
BSW
311
Buckingham Strategic Wealth
Missouri
$238K +$5.49K +69 +2%
JCM
312
Jacobi Capital Management
Pennsylvania
$237K -$32.9K -414 -12%
NAM
313
NorthCrest Asset Manangement
Minnesota
$235K +$241K +3,034 New
Northern Trust
314
Northern Trust
Illinois
$233K – – –
LIM
315
Leavell Investment Management
Alabama
$229K -$63.6K -800 -21%
GPFA
316
Game Plan Financial Advisors
Ohio
$229K +$4.77K +60 +2%
MMPW
317
Mitchell McLeod Pugh & Williams
Alabama
$228K +$234K +2,944 New
AWM
318
Apollon Wealth Management
South Carolina
$228K +$235K +2,960 New
MAM
319
Marotta Asset Management
Virginia
$228K -$44.9K -565 -16%
PWM
320
PRW Wealth Management
Massachusetts
$226K +$231K +2,908 New
RWM
321
RBA Wealth Management
California
$225K +$230K +2,895 New
CIBC Private Wealth Group
322
CIBC Private Wealth Group
Georgia
$223K – – –
SFA
323
Sequoia Financial Advisors
Ohio
$223K +$228K +2,870 New
PP
324
Prudential plc
United Kingdom
$217K -$5.39M -67,700 -96%
NRI
325
NFP Retirement Inc
California
$210K -$62.4K -784 -22%
11 12
13
14 15

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.