We are live on ! Find out more
VDE icon

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
IA
326
IFP Advisors
Florida
$43K +$7.48K +117 +22%
GWSG
327
GPS Wealth Strategies Group
Colorado
$42K +$40.3K +631 New
CWM
328
Cranbrook Wealth Management
Michigan
$40K – – –
FFA
329
Founders Financial Alliance
North Carolina
$36K – – –
EVM
330
Eaton Vance Management
Massachusetts
$36K +$34K +532 New
AL
331
ADE LLC
Maryland
$34K +$12.8K +200 +67%
Franklin Resources
332
Franklin Resources
California
$31K +$575 +9 +2%
PCFFS
333
Pacific Center for Financial Services
California
$30K – – –
EIP
334
Ellis Investment Partners
Pennsylvania
$28K +$256 +4 +1%
First Manhattan
335
First Manhattan
New York
$27K -$25.6K -400 -50%
AP
336
Advisors Preferred
Maryland
$27K +$24.6K +384 New
IWP
337
IAG Wealth Partners
Wisconsin
$26K – – –
BWM
338
Baystate Wealth Management
Massachusetts
$26K +$256 +4 +1%
AIP
339
Ameritas Investment Partners
Nebraska
$26K +$6.46K +101 +36%
SIS
340
Sound Income Strategies
Florida
$25K – – –
NG
341
NWK Group
California
$25K – – –
PFGIA
342
Patriot Financial Group Insurance Agency
Massachusetts
$25K +$10.5K +164 +82%
CCM
343
Covington Capital Management
California
$24K +$9.59K +150 +75%
FP
344
Fiduciary Planning
Florida
$22K – – –
JPLA
345
Joseph P. Lucia & Associates
New York
$22K – – –
GCM
346
Gables Capital Management
Florida
$20K -$18.5K -290 -49%
CAGAS
347
Capital Advisory Group Advisory Services
Minnesota
$20K -$8.31K -130 -30%
TRCT
348
Tower Research Capital (TRC)
New York
$20K +$7.48K +117 +64%
EP
349
Eudaimonia Partners
Tennessee
$20K +$19.2K +300 New
APWA
350
Atlas Private Wealth Advisors
New Jersey
$19K -$10.3K -161 -37%
12 13
14
15 16

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.