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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
ME
376
McIlrath & Eck
Washington
$7K – – –
RMC
377
Resources Management Corp
Connecticut
$7K – – –
ASBI
378
American State Bank (Iowa)
Iowa
$5.03K – – –
KFI
379
Key Financial Inc
Pennsylvania
$5K – – –
PWMG
380
Prestige Wealth Management Group
New Jersey
$5K – – –
SCA
381
Stonebridge Capital Advisors
Minnesota
$5K +$5.12K +80 New
HNB
382
Huntington National Bank
Ohio
$4K – – –
BWA
383
BDO Wealth Advisors
Florida
$4K +$3.58K +56 New
CWA
384
Carolina Wealth Advisors
South Carolina
$4K +$3.58K +56 +560%
CAC
385
Certified Advisory Corp
Florida
$4K +$3.9K +61 New
LF
386
Lee Financial
Texas
$3K – – –
MA
387
MCF Advisors
Kentucky
$3K +$3.07K +48 New
TF
388
TimeScale Financial
Massachusetts
$3K +$3.07K +48 New
FGAM
389
Financial Gravity Asset Management
Texas
$2.74K +$2.43K +38 +1,900%
AWM
390
Avior Wealth Management
Nebraska
$2K – – –
BC
391
Bartlett & Co
Ohio
$2K – – –
HIA
392
Harbor Investment Advisory
Maryland
$2K – – –
PP
393
Pacifica Partners
Canada
$2K – – –
SBL
394
Sargent Bickham Lagudis
Colorado
$2K +$1.92K +30 New
BCWM
395
Bartlett & Co Wealth Management
Ohio
$1.9K – – –
JIR
396
James Investment Research
Ohio
$1K +$639 +10 +100%
WG
397
Welch Group
Alabama
– -$7.71M -148,666 Closed
SGCA
398
Steel Grove Capital Advisors
Tennessee
– -$4.78M -92,073 Closed
SS
399
Simplicity Solutions
Minnesota
– -$2.19M -42,223 Closed
ABC
400
Associated Banc-Corp
Wisconsin
– -$1.99M -38,301 Closed
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.