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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
TFS
351
TrustCore Financial Services
Tennessee
$19K – – –
AIM
352
Anchor Investment Management
South Carolina
$18.3K -$2.24K -35 -12%
HWM
353
HighMark Wealth Management
Minnesota
$17K – – –
CFO
354
CVA Family Office
Colorado
$17K +$1.98K +31 +14%
RIM
355
Rockbridge Investment Management
New York
$15K -$5.12K -80 -26%
CIAS
356
Capital Investment Advisory Services
North Carolina
$15K +$5.31K +83 +60%
GFPC
357
Global Financial Private Client
Florida
$14K – – –
JFA
358
JNBA Financial Advisors
Minnesota
$14K -$7.99K -125 -38%
FMTCOCP
359
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$14K – – –
GI
360
Gradient Investments
Minnesota
$14K – – –
IHWM
361
Iron Horse Wealth Management
Iowa
$14K – – –
CWC
362
Carolinas Wealth Consulting
North Carolina
$14K +$128 +2 +1%
IF
363
Ironwood Financial
Arizona
$13K – – –
JWM
364
Janiczek Wealth Management
Colorado
$13K – – –
MCC
365
Money Concepts Capital
Florida
$13K – – –
TCM
366
Tradewinds Capital Management
Washington
$12K – – –
HI
367
Hudock Inc
Pennsylvania
$11K -$8.12K -127 -42%
RFA
368
Reilly Financial Advisors
California
$11K – – –
Bank Julius Baer & Co
369
Bank Julius Baer & Co
Switzerland
$10K -$256 -4 -3%
DWMG
370
DB Wealth Management Group
California
$10K – – –
SIC
371
Salem Investment Counselors
North Carolina
$10K – – –
RCA
372
Ranch Capital Advisors
Florida
$10K +$128 +2 +1%
JHCP
373
Jackson Hole Capital Partners
Oklahoma
$9K – – –
BFG
374
Baron Financial Group
New Jersey
$8.5K – – –
MIM
375
Macroview Investment Management
Maryland
$8K – – –
13 14
15
16 17

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.