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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
AWA
451
Amplius Wealth Advisors
Pennsylvania
$6K +$6.13K +77 New
TRCT
452
Tower Research Capital (TRC)
New York
$6K +$6.44K +81 New
ASBI
453
American State Bank (Iowa)
Iowa
$5.74K – – –
KFI
454
Key Financial Inc
Pennsylvania
$5K – – –
IF
455
Integrity Financial
Wyoming
$5K +$4.69K +59 New
GWMI
456
Guardian Wealth Management (Illinois)
Illinois
$5K +$5.09K +64 New
FAG
457
Fortitude Advisory Group
Washington
$5K +$5.17K +65 New
ADL
458
Asset Dedication LLC
California
$4K -$6.04K -76 -59%
HI
459
Hudock Inc
Pennsylvania
$4K – – –
LF
460
Lee Financial
Texas
$4K – – –
TF
461
TimeScale Financial
Massachusetts
$4K – – –
CT
462
Cambridge Trust
Massachusetts
$4K +$3.66K +46 New
CNBTD
463
Citizens National Bank Trust Department
Mississippi
$4K +$3.98K +50 New
BlackRock
464
BlackRock
New York
$3K +$1.27K +16 +84%
AWM
465
Avior Wealth Management
Nebraska
$2K – – –
BWA
466
BDO Wealth Advisors
Florida
$2K – – –
HIA
467
Harbor Investment Advisory
Maryland
$2K – – –
Jones Financial Companies
468
Jones Financial Companies
Missouri
$2K – – –
1IA
469
1834 Investment Advisors
Wisconsin
$2K +$1.59K +20 New
AIP
470
Ahrens Investment Partners
Louisiana
$2K +$1.67K +21 New
SFCL
471
Strengthening Families & Communities LLC
Massachusetts
$1.83K +$1.88M +23,635 New
EWA
472
Evolution Wealth Advisors
Florida
$1.05K +$813K +10,215 +308%
SIC
473
Salem Investment Counselors
North Carolina
$1K -$10.9K -137 -88%
JIR
474
James Investment Research
Ohio
$1K -$557 -7 -33%
CWA
475
Carolina Wealth Advisors
South Carolina
$1K – – –
17 18
19
20 21

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.