We are live on ! Find out more
VAW icon

Vanguard Materials ETF

207 hedge funds and large institutions have $645M invested in Vanguard Materials ETF in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 89 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.57% more ownership

Funds ownership: 50.39%53.96% (+3.6%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

15% less funds holding

Funds holding: 244207 (-37)

34% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 89

37% less capital invested

Capital invested by funds: $1.02B → $645M (-$378M)

54% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 63

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3.13M

Holders
207
Holders Change
-37
Holders Change %
-15.16%
% of All Funds
4.56%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
29
Increased
59
Reduced
89
Closed
63
Calls
Puts
$3.13M
Net Calls
-$3.13M
Net Calls Change
-$3.11M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$259M -$27.3M -229,764 -8%
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$82.3M -$48.1M -404,985 -32%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$28.5M -$4.59M -38,639 -12%
Morgan Stanley
4
Morgan Stanley
New York
$25.9M +$8.65M +72,858 +37%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22.8M +$116K +975 +0.4%
PCA
6
Personal Capital Advisors
California
$16.7M +$1.14M +9,575 +6%
EC
7
Estate Counselors
Wisconsin
$13.7M +$16.9M +142,520 New
PL
8
Polianta Ltd
Jersey
$12.9M +$15.9M +134,000 New
UBS Group
9
UBS Group
Switzerland
$12.3M +$2.39M +20,155 +19%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$8.25M +$432K +3,636 +4%
DY
11
Dowling & Yahnke
California
$7.78M -$1.59M -13,430 -14%
Wells Fargo
12
Wells Fargo
California
$6.88M -$3.74M -31,521 -31%
LPL Financial
13
LPL Financial
California
$6.54M -$1.53M -12,865 -16%
AA
14
Ancora Advisors
Ohio
$6.21M
Osaic Holdings
15
Osaic Holdings
Arizona
$5.49M +$8.16M +68,719 New
CAC
16
Certified Advisory Corp
Florida
$5.34M -$1.78M -14,969 -21%
FPIS
17
Financial Planning & Information Services
Wisconsin
$5.25M +$199K +1,678 +3%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$4.79M -$47.6K -401 -0.8%
MHS
19
M Holdings Securities
Oregon
$4.55M +$733K +6,178 +15%
Ameriprise
20
Ameriprise
Minnesota
$4.31M -$5.12M -43,153 -50%
CWM
21
Capital Wealth Management
Rhode Island
$3.93M +$103K +867 +2%
SIC
22
Starr International Company
Switzerland
$3.9M
RMC
23
Resources Management Corp
Connecticut
$3.84M -$32.4K -273 -0.7%
Stifel Financial
24
Stifel Financial
Missouri
$3.73M +$638K +5,375 +16%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$3.62M -$261K -2,196 -6%

VAW Hedge Fund Activity: Q1 2020 in Review

207 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Vanguard Materials ETF (VAW) for Q1 2020, worth a combined $645M — down 37% from $1.02B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of VAW and 29 opened new positions — a net loss of 34 holders — while 89 trimmed existing stakes and 59 added.

The largest buyer was Estate Counselors, opening a new position worth an estimated $16.9M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $48.1M.

  • 207 institutional investors held Vanguard Materials ETF (VAW) as of Q1 2020, down from 244 in Q4 2019.
  • Funds reported $645M of Vanguard Materials ETF stock for Q1 2020, down 37% quarter-over-quarter.
  • 29 funds opened new Vanguard Materials ETF positions in Q1 2020 and 63 closed out, a net change of -34 holders.
  • The largest Vanguard Materials ETF buyer in Q1 2020 was Estate Counselors, an estimated $16.9M added.
  • The largest Vanguard Materials ETF seller in Q1 2020 was Beacon Capital Management Inc (Ohio), an estimated $48.1M sold.

Based on aggregated 13F filings for Q1 2020.