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Vanguard Industrials ETF

293 hedge funds and large institutions have $2.33B invested in Vanguard Industrials ETF in 2020 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 99 increasing their positions, 65 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more call options, than puts

Call options by funds: $918K | Put options by funds: $289K

188% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 25

52% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 65

24% more capital invested

Capital invested by funds: $1.87B → $2.33B (+$457M)

18% more funds holding

Funds holding: 249293 (+44)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.25% less ownership

Funds ownership: 60.96%60.71% (-0.25%)

Holders
293
Holders Change
+44
Holders Change %
+17.67%
% of All Funds
5.18%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
72
Increased
99
Reduced
65
Closed
25
Calls
$918K
Puts
$289K
Net Calls
+$629K
Net Calls Change
-$765K
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
226
Carroll Financial Associates
North Carolina
$137K
SPIA
227
Steward Partners Investment Advisory
New York
$132K -$31.7K -198 -20%
CPFP
228
Clear Perspectives Financial Planning
Ohio
$119K +$112K +700 New
IBOK
229
Independence Bank of Kentucky
Kentucky
$104K +$97.6K +610 New
FWM
230
Focused Wealth Management
New York
$94K +$64K +400 +260%
CCM
231
Covington Capital Management
California
$85K +$80K +500 New
EIP
232
Ellis Investment Partners
Pennsylvania
$82K +$320 +2 +0.4%
GWM
233
Geneos Wealth Management
Colorado
$76K +$573K +3,581 +1,155%
FPB
234
First PREMIER Bank
South Dakota
$71K -$67.2K -420 -50%
WT
235
Whittier Trust
California
$67K -$62.4K -390 -50%
CA
236
Clearstead Advisors
Ohio
$65K -$6.4K -40 -9%
TCWA
237
Ten Capital Wealth Advisors
Washington
$64K +$60.7K +379 New
AIC
238
Archer Investment Corporation
Indiana
$62.9K
BW
239
Bison Wealth
Georgia
$59K
GC
240
Grace Capital
Massachusetts
$57K +$53.9K +337 New
TFS
241
TrustCore Financial Services
Tennessee
$53K +$49.5K +309 New
Carson Wealth (CWM LLC)
242
Carson Wealth (CWM LLC)
Nebraska
$49K
NL
243
NVWM LLC
Pennsylvania
$48K +$44.8K +280 New
WWMSC
244
Wagner Wealth Management (South Carolina)
South Carolina
$47K +$44K +275 New
LWM
245
Liberty Wealth Management
California
$45K -$8K -50 -16%
PCG
246
Private Capital Group
Connecticut
$43K
SL
247
Savior LLC
Massachusetts
$42K
MCC
248
Money Concepts Capital
Florida
$38K +$35.5K +222 New
SIAP
249
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$36K
AWM
250
Accel Wealth Management
Iowa
$36K +$34.1K +213 New

VIS Hedge Fund Activity: Q4 2020 in Review

293 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Industrials ETF (VIS) for Q4 2020, worth a combined $2.33B — up 24% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new VIS positions and 25 closed out — a net gain of 47 holders — while 99 added to existing stakes and 65 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14M. The largest seller was Bank of America, cutting an estimated $8.16M.

  • 293 institutional investors held Vanguard Industrials ETF (VIS) as of Q4 2020, up from 249 in Q3 2020.
  • Funds reported $2.33B of Vanguard Industrials ETF stock for Q4 2020, up 24% quarter-over-quarter.
  • 72 funds opened new Vanguard Industrials ETF positions in Q4 2020 and 25 closed out, a net change of +47 holders.
  • The largest Vanguard Industrials ETF buyer in Q4 2020 was Morgan Stanley, an estimated $14M added.
  • The largest Vanguard Industrials ETF seller in Q4 2020 was Bank of America, an estimated $8.16M sold.

Based on aggregated 13F filings for Q4 2020.