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Vanguard Materials ETF

215 hedge funds and large institutions have $954M invested in Vanguard Materials ETF in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 65 increasing their positions, 72 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 19

0% more funds holding

Funds holding: 215215 (0)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.69% less ownership

Funds ownership: 50.78%50.09% (-0.69%)

10% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 72

6% less capital invested

Capital invested by funds: $1.02B → $954M (-$63.9M)

Holders
215
Holders Change
Holders Change %
0%
% of All Funds
4.71%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
20
Increased
65
Reduced
72
Closed
19
Calls
$336K
Puts
Net Calls
+$336K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$380M -$71.5M -570,073 -16%
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$159M +$33.2M +264,596 +27%
HIIFS
3
Harel Insurance Investments & Financial Services
Israel
$41.4M
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$39.9M +$4.57M +36,412 +13%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$29.5M +$244K +1,948 +0.8%
Morgan Stanley
6
Morgan Stanley
New York
$23.4M -$891K -7,096 -4%
PCA
7
Personal Capital Advisors
California
$19.2M +$1.48M +11,774 +8%
UBS Group
8
UBS Group
Switzerland
$14.9M +$19.8K +158 +0.1%
Wells Fargo
9
Wells Fargo
California
$13.5M -$2.86M -22,824 -18%
DY
10
Dowling & Yahnke
California
$11.6M +$126K +1,005 +1%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$10.2M +$121K +965 +1%
Ameriprise
12
Ameriprise
Minnesota
$10.2M -$1.19M -9,454 -10%
LPL Financial
13
LPL Financial
California
$10M +$232K +1,849 +2%
AA
14
Ancora Advisors
Ohio
$8.16M
CAC
15
Certified Advisory Corp
Florida
$8.07M +$1.22M +9,684 +18%
FPIS
16
Financial Planning & Information Services
Wisconsin
$6.77M -$165K -1,315 -2%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$6.43M -$228K -1,816 -3%
M&T Bank
18
M&T Bank
New York
$6M -$428K -3,410 -7%
CWM
19
Capital Wealth Management
Rhode Island
$5.21M +$60K +478 +1%
RMC
20
Resources Management Corp
Connecticut
$5.14M +$5.1M +40,663 New
SIC
21
Starr International Company
Switzerland
$5.12M
AG
22
Advisor Group
Arizona
$5.11M +$1.92M +15,273 +61%
BOPW
23
Brandywine Oak Private Wealth
Pennsylvania
$5.06M +$144K +1,146 +3%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$4.99M +$1.34M +10,686 +37%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$4.99M -$182K -1,454 -4%

VAW Hedge Fund Activity: Q3 2019 in Review

215 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard Materials ETF (VAW) for Q3 2019, worth a combined $954M — down 6.3% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new VAW positions and 19 closed out — a net gain of 1 holder — while 65 added to existing stakes and 72 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $33.2M. The largest seller was Bank of America, cutting an estimated $71.5M.

  • 215 institutional investors held Vanguard Materials ETF (VAW) as of Q3 2019, unchanged from Q2 2019.
  • Funds reported $954M of Vanguard Materials ETF stock for Q3 2019, down 6.3% quarter-over-quarter.
  • 20 funds opened new Vanguard Materials ETF positions in Q3 2019 and 19 closed out, a net change of +1 holder.
  • The largest Vanguard Materials ETF buyer in Q3 2019 was Beacon Capital Management Inc (Ohio), an estimated $33.2M added.
  • The largest Vanguard Materials ETF seller in Q3 2019 was Bank of America, an estimated $71.5M sold.

Based on aggregated 13F filings for Q3 2019.