We are live on ! Find out more
VIS icon

Vanguard Industrials ETF
VIS

398 hedge funds and large institutions have $2.49B invested in Vanguard Industrials ETF in 2023 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 134 increasing their positions, 107 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

389% more call options, than puts

Call options by funds: $1.62M | Put options by funds: $331K

47% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 30

25% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 107

8% more capital invested

Capital invested by funds: $2.31B → $2.49B (+$181M)

3% more funds holding

Funds holding: 386 → 398 (+12)

2.12% more ownership

Funds ownership: 57.32% → 59.44% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 10 → 10 (0)

Holders
398
Holders Change
+12
Holders Change %
+3.11%
% of All Funds
6.32%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
44
Increased
134
Reduced
107
Closed
30
Calls
$1.62M
Puts
$331K
Net Calls
+$1.29M
Net Calls Change
+$342K

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$147M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$69.5M
3
Osaic Holdings
Osaic Holdings
Arizona
+$35.6M
4
Wells Fargo
Wells Fargo
California
+$22.5M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$9.68M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$43.7M
2
PG
Prostatis Group
Maryland
-$40.7M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$21M
4
SAM
Synergy Asset Management
Washington
-$3.63M
5
AWM
Apollon Wealth Management
South Carolina
-$1.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
MF
226
Montis Financial
Massachusetts
$395K – – –
HCC
227
Hirtle Callaghan & Co
Pennsylvania
$391K – – –
ZF
228
Zhang Financial
Michigan
$388K +$408K +1,990 New
ASN
229
Advisory Services Network
Georgia
$387K -$50.3K -245 -11%
AG
230
Ascent Group
Virginia
$384K -$21.1K -103 -5%
CIBC Private Wealth Group
231
CIBC Private Wealth Group
Georgia
$384K +$7.18K +35 +2%
BPA
232
Beacon Pointe Advisors
California
$382K +$109K +533 +37%
IWM
233
IHT Wealth Management
Illinois
$381K -$1.64K -8 -0.4%
SPC
234
Sigma Planning Corp
Michigan
$381K +$71K +346 +22%
US Bancorp
235
US Bancorp
Minnesota
$372K +$161K +786 +70%
MWA
236
Meridian Wealth Advisors
Texas
$367K +$205 +1 +0.1%
API
237
Advisor Partners II
California
$359K +$378K +1,844 New
RCAG
238
Rehmann Capital Advisory Group
Michigan
$359K – – –
NCM
239
NCM Capital Management
New Jersey
$352K – – –
KWM
240
Kingsview Wealth Management
Oregon
$349K – – –
CDH
241
Charles D. Hyman
$345K – – –
RMAM
242
Raab & Moskowitz Asset Management
New Jersey
$343K – – –
HR
243
Hardy Reed
Mississippi
$343K – – –
DOA
244
D'Orazio & Associates
Virginia
$342K – – –
PMG
245
ProVise Management Group
Florida
$328K -$5.13K -25 -1%
SIS
246
Strategic Investment Solutions
Illinois
$323K +$318K +1,550 +6,200%
CAMG
247
CWA Asset Management Group
Florida
$322K – – –
OW
248
Olistico Wealth
Oklahoma
$322K +$410 +2 +0.1%
FC
249
Financial Consulate
Maryland
$319K +$335K +1,634 New
MCCP
250
Mission Creek Capital Partners
California
$310K -$3.69K -18 -1%
8 9
10
11 12

VIS Hedge Fund Activity: Q3 2023 in Review

398 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Industrials ETF (VIS) for Q3 2023, worth a combined $2.49B — up 7.8% from $2.31B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new VIS positions and 30 closed out — a net gain of 14 holders — while 134 added to existing stakes and 107 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $147M. The largest seller was Bank of America, cutting an estimated $43.7M.

  • 398 institutional investors held Vanguard Industrials ETF (VIS) as of Q3 2023, up from 386 in Q2 2023.
  • Funds reported $2.49B of Vanguard Industrials ETF stock for Q3 2023, up 7.8% quarter-over-quarter.
  • 44 funds opened new Vanguard Industrials ETF positions in Q3 2023 and 30 closed out, a net change of +14 holders.
  • The largest Vanguard Industrials ETF buyer in Q3 2023 was Beacon Capital Management Inc (Ohio), an estimated $147M added.
  • The largest Vanguard Industrials ETF seller in Q3 2023 was Bank of America, an estimated $43.7M sold.

Based on aggregated 13F filings for Q3 2023.