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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
PWMG
326
Provence Wealth Management Group
California
$208K +$213K +2,679 New
BFA
327
Bragg Financial Advisors
North Carolina
$204K – – –
TSWM
328
Tyler-Stone Wealth Management
Ohio
$203K +$208K +2,616 New
Financial Engines Advisors
329
Financial Engines Advisors
California
$203K +$209K +2,622 New
GWA
330
Gibson Wealth Advisors
Texas
$202K +$207K +2,607 New
WWM
331
Western Wealth Management
Colorado
$200K +$204K +2,561 New
HWA
332
HHM Wealth Advisors
Tennessee
$199K – – –
National Bank of Canada
333
National Bank of Canada
Quebec, Canada
$197K +$202K +2,542 New
FPFS
334
First Personal Financial Services
North Carolina
$195K -$12.3K -155 -6%
William Blair & Company
335
William Blair & Company
Illinois
$192K +$80.6K +1,013 +69%
AWM
336
Atticus Wealth Management
Florida
$187K +$191K +2,404 New
PK
337
Pflug Koory
Nebraska
$186K – – –
MPCG
338
Matrix Private Capital Group
New York
$181K +$477 +6 +0.3%
IA
339
IFP Advisors
Florida
$180K -$985K -12,384 -85%
VCM
340
Viewpoint Capital Management
Washington
$180K +$185K +2,323 New
BAM
341
Belpointe Asset Management
Nevada
$175K -$43K -540 -19%
CFA
342
Carroll Financial Associates
North Carolina
$173K +$160K +2,016 +1,078%
LWANC
343
Laurel Wealth Advisors (North Carolina)
North Carolina
$163K – – –
GWANC
344
Guardian Wealth Advisors (North Carolina)
North Carolina
$144K +$148K +1,858 New
CSB
345
City State Bank
Iowa
$141K +$145K +1,823 New
CAL
346
Capital Analysts LLC
Pennsylvania
$136K -$11.9K -150 -8%
AF
347
Affiance Financial
Minnesota
$136K – – –
IPW
348
IronBridge Private Wealth
Texas
$134K +$137K +1,722 New
MW
349
Milestone Wealth
New York
$134K +$137K +1,725 New
S
350
Surevest
California
$129K +$132K +1,663 New
12 13
14
15 16

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.