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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
CWS
401
Confluence Wealth Services
Pennsylvania
$32K +$33.8K +425 New
First Manhattan
402
First Manhattan
New York
$31K – – –
AA
403
Ancora Advisors
Ohio
$28K -$2.35M -29,518 -99%
Optiver Holding
404
Optiver Holding
Netherlands
$28K – – –
OSAM
405
O'Shaughnessy Asset Management
Connecticut
$28K +$28.8K +362 New
CCM
406
Covington Capital Management
California
$27K – – –
RFWA
407
RPg Family Wealth Advisory
Massachusetts
$26.2K – – –
AIP
408
Ameritas Investment Partners
Nebraska
$23K +$318 +4 +1%
TWC
409
TD Waterhouse Canada
Ontario, Canada
$22.5K +$17K +214 New
TFS
410
TrustCore Financial Services
Tennessee
$22K – – –
SIC
411
SJS Investment Consulting
Ohio
$22K +$22.1K +278 New
DHGWA
412
Dixon Hughes Goodman Wealth Advisors
North Carolina
$21K +$21.5K +270 New
CA
413
Cornerstone Advisory
Maryland
$20K +$21K +264 New
WB
414
West Bancorporation
Iowa
$19K +$19.9K +250 New
MAM
415
Meeder Asset Management
Ohio
$18K – – –
RIM
416
Rockbridge Investment Management
New York
$18K – – –
CFO
417
CVA Family Office
Colorado
$18K +$716 +9 +4%
NSIM
418
North Star Investment Management
Illinois
$18K +$18.5K +233 New
FMTCOCP
419
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$16K – – –
GI
420
Gradient Investments
Minnesota
$16K – – –
IHWM
421
Iron Horse Wealth Management
Iowa
$16K – – –
PFGIA
422
Patriot Financial Group Insurance Agency
Massachusetts
$16K – – –
HPC
423
HM Payson & Co
Maine
$16K +$15.9K +200 New
PWC
424
PYA Waltman Capital
Tennessee
$16K +$15.9K +200 New
GFPC
425
Global Financial Private Client
Florida
$15.6K – – –
15 16
17
18 19

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.