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Vanguard Materials ETF

211 hedge funds and large institutions have $1.09B invested in Vanguard Materials ETF in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 62 increasing their positions, 76 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

4% more funds holding

Funds holding: 203211 (+8)

1% less capital invested

Capital invested by funds: $1.1B → $1.09B (-$7.05M)

1.06% less ownership

Funds ownership: 55.39%54.33% (-1.1%)

18% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 76

42% less call options, than puts

Call options by funds: $271K | Put options by funds: $468K

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
211
Holders Change
+8
Holders Change %
+3.94%
% of All Funds
4.57%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
35
Increased
62
Reduced
76
Closed
24
Calls
$271K
Puts
$468K
Net Calls
-$197K
Net Calls Change
-$197K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$510M -$164M -1,365,262 -25%
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$126M +$121M +1,008,903 +6,126%
HIIFS
3
Harel Insurance Investments & Financial Services
Israel
$40.1M +$972K +8,095 +3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$32.3M +$14.9M +124,371 +90%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$29.5M +$304K +2,531 +1%
Morgan Stanley
6
Morgan Stanley
New York
$25.2M -$1.34M -11,128 -5%
VA
7
Valmark Advisers
Ohio
$23.7M -$1.44M -11,958 -6%
Bank of Nova Scotia
8
Bank of Nova Scotia
Ontario, Canada
$17.3M +$16.9M +140,670 New
PCA
9
Personal Capital Advisors
California
$17M +$3.65M +30,440 +28%
Wells Fargo
10
Wells Fargo
California
$16.6M +$1.09M +9,091 +7%
UBS Group
11
UBS Group
Switzerland
$14.9M -$1.28M -10,662 -8%
Ameriprise
12
Ameriprise
Minnesota
$11.2M -$60.8M -506,525 -85%
DY
13
Dowling & Yahnke
California
$11.1M -$7.92K -66 -0.1%
LPL Financial
14
LPL Financial
California
$9.57M +$24.8K +207 +0.3%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$9.54M +$1.88M +15,675 +25%
AA
16
Ancora Advisors
Ohio
$7.95M -$1.58M -13,168 -17%
FPIS
17
Financial Planning & Information Services
Wisconsin
$6.98M -$82.3K -686 -1%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$6.76M -$96.9K -807 -1%
AIC
19
Ameritas Investment Company
Nebraska
$6.69M +$5.93M +49,445 +1,011%
M&T Bank
20
M&T Bank
New York
$6.61M -$482K -4,020 -7%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$5.71M +$76.2K +635 +1%
NSLI
22
Nan Shan Life Insurance
Taiwan
$5.63M
SIC
23
Starr International Company
Switzerland
$4.99M +$4.86M +40,510 New
CWM
24
Capital Wealth Management
Rhode Island
$4.86M -$345K -2,877 -7%
BOPW
25
Brandywine Oak Private Wealth
Pennsylvania
$4.67M +$682K +5,685 +18%

VAW Hedge Fund Activity: Q1 2019 in Review

211 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard Materials ETF (VAW) for Q1 2019, worth a combined $1.09B — down 0.64% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new VAW positions and 24 closed out — a net gain of 11 holders — while 62 added to existing stakes and 76 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $121M. The largest seller was Bank of America, cutting an estimated $164M.

  • 211 institutional investors held Vanguard Materials ETF (VAW) as of Q1 2019, up from 203 in Q4 2018.
  • Funds reported $1.09B of Vanguard Materials ETF stock for Q1 2019, down 0.64% quarter-over-quarter.
  • 35 funds opened new Vanguard Materials ETF positions in Q1 2019 and 24 closed out, a net change of +11 holders.
  • The largest Vanguard Materials ETF buyer in Q1 2019 was Beacon Capital Management Inc (Ohio), an estimated $121M added.
  • The largest Vanguard Materials ETF seller in Q1 2019 was Bank of America, an estimated $164M sold.

Based on aggregated 13F filings for Q1 2019.