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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
IAG
376
Investmark Advisory Group
Connecticut
$67K +$69.4K +873 New
RPCONE
377
Retirement Planning Company of New England
Rhode Island
$65K +$67K +842 New
CIAS
378
Capital Investment Advisory Services
North Carolina
$62K – – –
SCA
379
Sandy Cove Advisors
Massachusetts
$62K +$63.8K +802 New
CHA
380
Carmichael Hill & Associates
Maryland
$61K – – –
UB
381
UMB Bank
Missouri
$59K +$60.5K +760 New
FWM
382
Focused Wealth Management
New York
$58K +$955 +12 +2%
C
383
Covestor
United Kingdom
$57K +$57.9K +728 New
KPCM
384
Kings Point Capital Management
New York
$56K – – –
PG
385
Proffitt & Goodson
Tennessee
$55K -$4.38K -55 -7%
KTC
386
Kistler-Tiffany Companies
Pennsylvania
$55K – – –
S
387
SignatureFD
Georgia
$54K -$3.98K -50 -7%
NF
388
Norwood Financial
Pennsylvania
$54K +$54.9K +690 New
TLCM
389
Twin Lakes Capital Management
California
$52K +$1.27K +16 +2%
KSWA
390
Kathleen S. Wright Associates
Pennsylvania
$50K +$51.3K +645 New
EVM
391
Eaton Vance Management
Massachusetts
$49K – – –
GWSG
392
GPS Wealth Strategies Group
Colorado
$49K +$80 +1 +0.2%
TCOV
393
Trust Company of Vermont
Vermont
$47K +$47.7K +600 New
CWM
394
Cranbrook Wealth Management
Michigan
$46K – – –
FFA
395
Founders Financial Alliance
North Carolina
$38K – – –
MD
396
Money Design
Japan
$36K -$22.8K -287 -38%
Franklin Resources
397
Franklin Resources
California
$35K – – –
PCFFS
398
Pacific Center for Financial Services
California
$34K – – –
EIP
399
Ellis Investment Partners
Pennsylvania
$33K +$875 +11 +3%
EWM
400
Evermay Wealth Management
Virginia
$32K -$14.7K -185 -31%
14 15
16
17 18

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.