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Vanguard Energy ETF
VDE

346 hedge funds and large institutions have $1.08B invested in Vanguard Energy ETF in 2020 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 102 increasing their positions, 89 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 32

133% more funds holding in top 10

Funds holding in top 10: 3 → 7 (+4)

63% more call options, than puts

Call options by funds: $8.59M | Put options by funds: $5.27M

54% more capital invested

Capital invested by funds: $697M → $1.08B (+$379M)

19% more funds holding

Funds holding: 290 → 346 (+56)

15% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 89

2.98% more ownership

Funds ownership: 29.3% → 32.29% (+3%)

Holders
346
Holders Change
+56
Holders Change %
+19.31%
% of All Funds
6.12%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.12%
New
93
Increased
102
Reduced
89
Closed
32
Calls
$8.59M
Puts
$5.27M
Net Calls
+$3.32M
Net Calls Change
+$3.11M

Top Buyers

Rank Fund Capital Flow
1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$45.4M
2
BO
BRR OpCo
Ohio
+$33.2M
3
Bank of America
Bank of America
North Carolina
+$16.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.9M
5
UBS Group
UBS Group
Switzerland
+$9.46M

Top Sellers

Rank Fund Capital Flow
1
Wealthfront Advisers
Wealthfront Advisers
California
-$16.5M
2
JP Morgan Chase
JP Morgan Chase
New York
-$7.59M
3
MAM
Marotta Asset Management
Virginia
-$5.89M
4
HighTower Advisors
HighTower Advisors
Illinois
-$3.73M
5
CS
Credit Suisse
Switzerland
-$2.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
RC
51
Roundview Capital
New Jersey
$2.87M +$1.04M +22,169 +67%
TAIM
52
TD Ameritrade Investment Management
Nebraska
$2.78M -$343K -7,333 -12%
Vanguard Group
53
Vanguard Group
Pennsylvania
$2.66M +$1.66M +35,469 +224%
AI
54
Atria Investments
North Carolina
$2.56M +$2.31M +49,361 New
AWM
55
AE Wealth Management
Kansas
$2.52M -$149K -3,182 -6%
FSC
56
Full Sail Capital
Oklahoma
$2.41M -$82.7K -1,769 -4%
KAS
57
Kestra Advisory Services
Texas
$2.2M +$512K +10,955 +35%
SS
58
Simplicity Solutions
Minnesota
$2.19M -$151K -3,238 -7%
AA
59
Ancora Advisors
Ohio
$2.18M +$568K +12,151 +41%
WA
60
WP Advisors
California
$2.16M -$34.4K -736 -2%
ECM
61
Elgethun Capital Management
South Dakota
$2.16M +$235K +5,024 +14%
AAS
62
Avantax Advisory Services
Texas
$2.15M -$612K -13,096 -24%
JP Morgan Chase
63
JP Morgan Chase
New York
$2.03M -$7.59M -162,439 -81%
PCH
64
PGIM Custom Harvest
New Jersey
$2.01M +$1.74M +37,227 New
ABC
65
Associated Banc-Corp
Wisconsin
$1.99M -$195K -4,182 -10%
SI
66
Stephens Inc
Arkansas
$1.98M +$157K +3,369 +10%
EW
67
Evoke Wealth
California
$1.97M – – –
QIM
68
Quantitative Investment Management
Virginia
$1.96M +$1.77M +37,886 New
WPW
69
Waldron Private Wealth
Pennsylvania
$1.93M – – –
UF
70
Univest Financial
Pennsylvania
$1.81M +$1.63M +34,873 New
TFF
71
The Family Firm
Maryland
$1.76M -$61.2K -1,310 -4%
FTS
72
Fifth Third Securities
Ohio
$1.71M +$170K +3,632 +12%
22CM
73
20/20 Capital Management
California
$1.65M +$125K +2,671 +10%
Creative Planning
74
Creative Planning
Kansas
$1.56M +$262K +5,598 +23%
Bank of New York Mellon
75
Bank of New York Mellon
New York
$1.55M +$263K +5,619 +23%
1 2
3
4 5

VDE Hedge Fund Activity: Q4 2020 in Review

346 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Energy ETF (VDE) for Q4 2020, worth a combined $1.08B — up 54% from $697M a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new VDE positions and 32 closed out — a net gain of 61 holders — while 102 added to existing stakes and 89 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $45.4M. The largest seller was Wealthfront Advisers, cutting an estimated $16.5M.

  • 346 institutional investors held Vanguard Energy ETF (VDE) as of Q4 2020, up from 290 in Q3 2020.
  • Funds reported $1.08B of Vanguard Energy ETF stock for Q4 2020, up 54% quarter-over-quarter.
  • 93 funds opened new Vanguard Energy ETF positions in Q4 2020 and 32 closed out, a net change of +61 holders.
  • The largest Vanguard Energy ETF buyer in Q4 2020 was Beacon Capital Management Inc (Ohio), an estimated $45.4M added.
  • The largest Vanguard Energy ETF seller in Q4 2020 was Wealthfront Advisers, an estimated $16.5M sold.

Based on aggregated 13F filings for Q4 2020.