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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
QIM
401
Quantitative Investment Management
Virginia
– -$1.96M -37,886 Closed
UF
402
Univest Financial
Pennsylvania
– -$1.81M -34,873 Closed
RCA
403
Resonant Capital Advisors
Wisconsin
– -$892K -17,207 Closed
TC
404
TAP Consulting
Missouri
– -$807K -15,565 Closed
SNBOSCI
405
Security National Bank of Sioux City Iowa
Iowa
– -$555K -10,695 Closed
CSPIA
406
Cary Street Partners Investment Advisory
Virginia
– -$553K -10,672 Closed
AAM
407
Autus Asset Management
Arizona
– -$224K -4,320 Closed
APW
408
Aurora Private Wealth
New Jersey
– -$204K -3,927 Closed
VNA
409
Valley National Advisers
Pennsylvania
– -$142K -2,218 -100%
ASN
410
Advisory Services Network
Georgia
– -$84K -1,615 Closed
BSG
411
Black Swift Group
Colorado
– -$79K -1,525 Closed
HIIFS
412
Harel Insurance Investments & Financial Services
Israel
– -$200K -1,200 Closed
CCA
413
Childress Capital Advisors
Texas
– -$57K -685 Closed
PB
414
Pinnacle Bancorp
Nebraska
– -$28K -540 Closed
SWM
415
Selective Wealth Management
Virginia
– -$16K -300 Closed
SIAG
416
Safeguard Investment Advisory Group
California
– -$11K -215 Closed
FA
417
Fortis Advisors
Pennsylvania
– -$7K -141 Closed
HI
418
Human Investing
Oregon
– -$5K -103 Closed
SIS
419
SVB Investment Services
Utah
– -$3K -58 Closed
CDIA
420
Capital Directions Investment Advisors
Georgia
– -$3K -50 Closed
JGIA
421
Jackson Grant Investment Advisers
Connecticut
– -$1K -14 Closed
BlackRock
422
BlackRock
New York
– +$256 +4 New
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.