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Vanguard Industrials ETF
VIS

Overview Fund Activity

422 hedge funds and large institutions have $2.48B invested in Vanguard Industrials ETF in 2023 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 107 increasing their positions, 148 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
+26
Holders Change %
+6.57%
% of All Funds
6.19%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
64
Increased
107
Reduced
148
Closed
31
Calls
$1.61M
Puts
$242K
Net Calls
+$1.37M
Net Calls Change
+$85K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$124M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$17.2M
3
AAS
Ameritas Advisory Services
Nebraska
+$11.8M
4
DWP
Destiny Wealth Partners
Florida
+$10.8M
5
HighTower Advisors
HighTower Advisors
Illinois
+$7.55M

Top Sellers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$170M
2
Bank of America
Bank of America
North Carolina
-$131M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$79.3M
4
Osaic Holdings
Osaic Holdings
Arizona
-$43M
5
Wells Fargo
Wells Fargo
California
-$18.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TI
226
tru Independence
Oregon
$465K -$700K -3,177 -60%
WA
227
Wealth Alliance
New York
$465K – – –
MF
228
Montis Financial
Massachusetts
$446K – – –
HCC
229
Hirtle Callaghan & Co
Pennsylvania
$442K – – –
ZF
230
Zhang Financial
Michigan
$439K – – –
HA
231
Hanover Advisors
South Carolina
$437K +$437K +1,981 New
CIBC Private Wealth Group
232
CIBC Private Wealth Group
Georgia
$434K – – –
IWM
233
IHT Wealth Management
Illinois
$424K -$7.05K -32 -2%
ASN
234
Advisory Services Network
Georgia
$422K -$15.9K -72 -4%
MWA
235
Meridian Wealth Advisors
Texas
$415K +$441 +2 +0.1%
GS
236
GTS Securities
New York
$413K +$413K +1,874 New
HAS
237
HBW Advisory Services
California
$410K +$106K +480 +35%
FFS
238
Founders Financial Securities
Maryland
$409K -$621K -2,818 -60%
RCAG
239
Rehmann Capital Advisory Group
Michigan
$405K – – –
BPA
240
Beacon Pointe Advisors
California
$404K -$27.8K -126 -6%
NCM
241
NCM Capital Management
New Jersey
$398K – – –
KWM
242
Kingsview Wealth Management
Oregon
$395K – – –
CDH
243
Charles D. Hyman
$389K – – –
RMAM
244
Raab & Moskowitz Asset Management
New Jersey
$388K – – –
DOA
245
D'Orazio & Associates
Virginia
$386K – – –
OW
246
Olistico Wealth
Oklahoma
$373K +$8.82K +40 +2%
PMG
247
ProVise Management Group
Florida
$367K -$3.31K -15 -0.9%
CAMG
248
CWA Asset Management Group
Florida
$364K – – –
HR
249
Hardy Reed
Mississippi
$364K -$24K -109 -6%
FC
250
Financial Consulate
Maryland
$360K – – –
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