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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
AWM
351
Accel Wealth Management
Iowa
$128K +$88.2K +1,109 +205%
GM
352
GeoWealth Management
Illinois
$127K +$129K +1,619 New
FPB
353
First PREMIER Bank
South Dakota
$116K – – –
MHR
354
Matthew Hamilton Rosenberg
$116K +$119K +1,500 New
COCM
355
Charter Oak Capital Management
New Hampshire
$113K – – –
EWA
356
EverSource Wealth Advisors
Alabama
$104K +$107K +1,340 New
TCM
357
TD Capital Management
Tennessee
$102K +$318 +4 +0.3%
FHA
358
First Horizon Advisors
Tennessee
$102K +$477 +6 +0.5%
WTC
359
WhitTier Trust Company
Nevada
$101K – – –
Manulife (Manufacturers Life Insurance)
360
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$97.5K +$20.9M +262,801 +26%
CPA
361
Cardiff Park Advisors
California
$96K +$98.2K +1,234 New
FCA
362
FinTrust Capital Advisors
South Carolina
$93K -$3.42K -43 -3%
CA
363
Clearstead Advisors
Ohio
$93K +$95.5K +1,200 New
DWP
364
Destiny Wealth Partners
Florida
$91K -$8.19K -103 -8%
NFSG
365
Newbridge Financial Services Group
Florida
$91K -$6.84K -86 -7%
IRC
366
Investors Research Corp
Georgia
$88K – – –
RBC
367
Roble Belko & Company
Pennsylvania
$88K – – –
LFG
368
Larson Financial Group
Missouri
$84K -$1.27K -16 -1%
US Bancorp
369
US Bancorp
Minnesota
$81K – – –
AF
370
Advisornet Financial
Minnesota
$80K -$2.15K -27 -3%
ZIG
371
Zullo Investment Group
Pennsylvania
$78K +$79.5K +1,000 New
ZC
372
Zeit Capital
Colorado
$77K – – –
GWM
373
Geneos Wealth Management
Colorado
$76K -$716 -9 -0.9%
SC
374
Schubert & Co
Texas
$71K +$73.2K +920 New
BFEC
375
Benjamin F. Edwards & Company
Missouri
$68K -$6.04K -76 -8%
13 14
15
16 17

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.