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Vanguard Industrials ETF
VIS

459 hedge funds and large institutions have $2.87B invested in Vanguard Industrials ETF in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 121 increasing their positions, 151 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 31

2.23% more ownership

Funds ownership: 54.46% → 56.69% (+2.2%)

1% more funds holding

Funds holding: 453 → 459 (+6)

0% less capital invested

Capital invested by funds: $2.87B → $2.87B (-$446K)

13% less funds holding in top 10

Funds holding in top 10: 15 → 13 (-2)

20% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 151

Holders
459
Holders Change
+6
Holders Change %
+1.32%
% of All Funds
6.63%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
44
Increased
121
Reduced
151
Closed
31
Calls
$1.22M
Puts
–
Net Calls
+$1.22M
Net Calls Change
+$27K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$92.3M
2
SFC
Strategic Financial Concepts
Texas
+$30.9M
3
Morgan Stanley
Morgan Stanley
New York
+$16.6M
4
GA
GFS Advisors
Texas
+$12.9M
5
CA
Capital Advantage
California
+$12.9M

Top Sellers

1
CM
Cercano Management
Washington
-$11.1M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$7.71M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$5.82M
4
KWA
Kellett Wealth Advisors
Ohio
-$4.56M
5
Ameriprise
Ameriprise
Minnesota
-$4.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
RCAG
251
Rehmann Capital Advisory Group
Michigan
$433K – – –
NCM
252
NCM Capital Management
New Jersey
$425K – – –
KWM
253
Kingsview Wealth Management
Oregon
$422K – – –
BPA
254
Beacon Pointe Advisors
California
$418K -$1.19K -5 -0.3%
CDH
255
Charles D. Hyman
$416K – – –
DOA
256
D'Orazio & Associates
Virginia
$412K – – –
PIA
257
Perennial Investment Advisors
California
$412K +$205K +860 +96%
CI
258
CX Institutional
Indiana
$412K +$359K +1,509 +621%
RMAM
259
Raab & Moskowitz Asset Management
New Jersey
$412K – – –
Bank of New York Mellon
260
Bank of New York Mellon
New York
$406K -$25.3K -106 -6%
TRCT
261
Tower Research Capital (TRC)
New York
$405K +$410K +1,721 +172,100%
Wealthfront Advisers
262
Wealthfront Advisers
California
$403K +$30.7K +129 +8%
PMG
263
ProVise Management Group
Florida
$395K +$3.1K +13 +0.8%
WJWM
264
Williams Jones Wealth Management
New York
$388K -$96.7K -406 -20%
HR
265
Hardy Reed
Mississippi
$388K – – –
FC
266
Financial Consulate
Maryland
$384K – – –
CL
267
Choreo LLC
Illinois
$371K +$379K +1,592 New
IWM
268
IHT Wealth Management
Illinois
$362K +$9.05K +38 +3%
KPWS
269
Kestra Private Wealth Services
Texas
$360K -$179K -750 -33%
KeyBank National Association
270
KeyBank National Association
Ohio
$351K – – –
RFN
271
Redwood Financial Network
Ohio
$350K -$1.91K -8 -0.5%
WPC
272
Waters Parkerson & Co
Louisiana
$347K – – –
CHA
273
Carmichael Hill & Associates
Maryland
$344K – – –
AC
274
Avestar Capital
New York
$344K – – –
Carson Wealth (CWM LLC)
275
Carson Wealth (CWM LLC)
Nebraska
$338K +$113K +473 +49%
9 10
11
12 13

VIS Hedge Fund Activity: Q2 2024 in Review

459 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Industrials ETF (VIS) for Q2 2024, worth a combined $2.87B — down 0.02% from $2.87B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new VIS positions and 31 closed out — a net gain of 13 holders — while 121 added to existing stakes and 151 trimmed.

The largest buyer was UBS Group, opening a new position worth an estimated $92.3M. The largest seller was Cercano Management, exiting entirely with an estimated $11.1M sold.

  • 459 institutional investors held Vanguard Industrials ETF (VIS) as of Q2 2024, up from 453 in Q1 2024.
  • Funds reported $2.87B of Vanguard Industrials ETF stock for Q2 2024, down 0.02% quarter-over-quarter.
  • 44 funds opened new Vanguard Industrials ETF positions in Q2 2024 and 31 closed out, a net change of +13 holders.
  • The largest Vanguard Industrials ETF buyer in Q2 2024 was UBS Group, an estimated $92.3M added.
  • The largest Vanguard Industrials ETF seller in Q2 2024 was Cercano Management, an estimated $11.1M sold.

Based on aggregated 13F filings for Q2 2024.