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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
DOA
501
D'Orazio & Associates
Virginia
– -$42K -564 Closed
AL
502
ADE LLC
Maryland
– -$37K -500 Closed
CAAS
503
Capital Asset Advisory Services
Michigan
– -$32.1K -403 -100%
BMD
504
Better Money Decisions
New Mexico
– -$30K -400 Closed
JPLA
505
Joseph P. Lucia & Associates
New York
– -$24K -320 Closed
CAGAS
506
Capital Advisory Group Advisory Services
Minnesota
– -$22K -300 Closed
CPC
507
Consolidated Planning Corp
Georgia
– -$22K -299 Closed
HWM
508
HighMark Wealth Management
Minnesota
– -$18K -250 Closed
GKWIM
509
Gerber Kawasaki Wealth & Investment Management
California
– -$15K -206 Closed
CG
510
Cutler Group
California
– -$15.9K -200 Closed
IF
511
Ironwood Financial
Arizona
– -$14K -195 Closed
RCA
512
Ranch Capital Advisors
Florida
– -$10K -134 Closed
BWM
513
Baystate Wealth Management
Massachusetts
– -$7K -89 Closed
SCA
514
Stonebridge Capital Advisors
Minnesota
– -$6K -80 Closed
APWA
515
Atlas Private Wealth Advisors
New Jersey
– -$4K -53 Closed
CDIA
516
Capital Directions Investment Advisors
Georgia
– -$4K -50 Closed
MA
517
MCF Advisors
Kentucky
– -$4K -48 Closed
PP
518
Pacifica Partners
Canada
– -$2K -30 Closed
LWA
519
Lenox Wealth Advisors
New York
– +$398 +5 New
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.