We are live on ! Find out more
VDE icon

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
JWM
426
Janiczek Wealth Management
Colorado
$15K +$318 +4 +2%
TCM
427
Tradewinds Capital Management
Washington
$14K +$398 +5 +3%
WBC
428
West Branch Capital
Massachusetts
$14K +$14K +176 New
RFA
429
Reilly Financial Advisors
California
$13K – – –
CA
430
CoreCap Advisors
Michigan
$13K +$13.3K +167 New
Bank Julius Baer & Co
431
Bank Julius Baer & Co
Switzerland
$12K – – –
RMC
432
Resources Management Corp
Connecticut
$12K – – –
AIM
433
Anchor Investment Management
South Carolina
$11.3K – – –
AIC
434
Archer Investment Corporation
Indiana
$11K – – –
DWMG
435
DB Wealth Management Group
California
$11K – – –
MIM
436
Macroview Investment Management
Maryland
$10K -$8.19K -103 -45%
JHCP
437
Jackson Hole Capital Partners
Oklahoma
$10K – – –
BFG
438
Baron Financial Group
New Jersey
$9.7K – – –
BAM
439
Baldrige Asset Management
Pennsylvania
$9K – – –
WAS
440
Winch Advisory Services
Wisconsin
$9K +$239 +3 +3%
PCMC
441
Paragon Capital Management (Colorado)
Colorado
$9K +$9.15K +115 New
ME
442
McIlrath & Eck
Washington
$8K – – –
PP
443
PrairieView Partners
Minnesota
$8K – – –
MWM
444
Mascoma Wealth Management
New Hampshire
$8K +$7.72K +97 New
LPWM
445
Lake Point Wealth Management
Texas
$8K +$7.95K +100 New
TCWA
446
Ten Capital Wealth Advisors
Washington
$8K +$7.95K +100 New
AA
447
Addison Advisors
Vermont
$8K +$8.67K +109 New
PWMG
448
Prestige Wealth Management Group
New Jersey
$6K – – –
PFA
449
Professional Financial Advisors
Nebraska
$6K – – –
MCC
450
Money Concepts Capital
Florida
$6K +$5.97K +75 New
16 17
18
19 20

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.