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Vanguard Industrials ETF

386 hedge funds and large institutions have $2.31B invested in Vanguard Industrials ETF in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 104 increasing their positions, 123 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more call options, than puts

Call options by funds: $1.79M | Put options by funds: $843K

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

10% more capital invested

Capital invested by funds: $2.1B → $2.31B (+$208M)

2.71% more ownership

Funds ownership: 54.61%57.32% (+2.7%)

7% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 30

1% less funds holding

Funds holding: 389386 (-3)

15% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 123

Holders
386
Holders Change
-3
Holders Change %
-0.77%
% of All Funds
6.06%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
32
Increased
104
Reduced
123
Closed
30
Calls
$1.79M
Puts
$843K
Net Calls
+$945K
Net Calls Change
-$122K
Name Holding Trade Value Shares
Change
Change in
Stake
IA
276
IFP Advisors
Florida
$227K -$45.1K -236 -18%
PCA
277
Pallas Capital Advisors
Massachusetts
$226K -$48.7K -255 -19%
RJT
278
Raymond James Trust
Florida
$218K
WFA
279
WMG Financial Advisors
Tennessee
$218K
ML
280
McAdam LLC
Pennsylvania
$218K
Bank of Montreal
281
Bank of Montreal
Ontario, Canada
$216K -$5.38M -28,129 -96%
AIM
282
Athena Investment Management
California
$215K +$200K +1,045 New
VPP
283
Vertex Planning Partners
Illinois
$215K +$200K +1,045 New
SFC
284
SYM Financial Corp
Indiana
$213K -$39.4K -206 -17%
IWA
285
IVC Wealth Advisors
Pennsylvania
$211K +$197K +1,028 New
SCM
286
Sebold Capital Management
Illinois
$206K -$28.9K -151 -13%
RPWA
287
Regent Peak Wealth Advisors
Georgia
$206K -$13.8K -72 -7%
IAS
288
Investment Advisory Services
Texas
$206K +$191K +1,000 New
SI
289
Stephens Inc
Arkansas
$205K +$191K +998 New
GVAG
290
Great Valley Advisor Group
Delaware
$203K +$189K +987 New
Jane Street
291
Jane Street
New York
$202K +$188K +983 New
AFG
292
Albion Financial Group
Utah
$202K
HA
293
HFG Advisors
Ohio
$201K +$187K +980 New
TPCW
294
TD Private Client Wealth
New York
$201K -$60K -314 -24%
PG
295
Prostatis Group
Maryland
$199K +$38.1M +199,364 New
FPB
296
First PREMIER Bank
South Dakota
$193K
Nomura Asset Management
297
Nomura Asset Management
Japan
$185K +$153K +800 +800%
HBW
298
Hazlett, Burt & Watson
West Virginia
$174K
LWANC
299
Laurel Wealth Advisors (North Carolina)
North Carolina
$174K
AP
300
Advisors Preferred
Maryland
$172K +$131K +683 +446%

VIS Hedge Fund Activity: Q2 2023 in Review

386 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Industrials ETF (VIS) for Q2 2023, worth a combined $2.31B — up 9.9% from $2.1B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new VIS positions and 30 closed out — a net gain of 2 holders — while 104 added to existing stakes and 123 trimmed.

The largest buyer was Prostatis Group, opening a new position worth an estimated $38.1M. The largest seller was Polianta Ltd, exiting entirely with an estimated $8.48M sold.

  • 386 institutional investors held Vanguard Industrials ETF (VIS) as of Q2 2023, down from 389 in Q1 2023.
  • Funds reported $2.31B of Vanguard Industrials ETF stock for Q2 2023, up 9.9% quarter-over-quarter.
  • 32 funds opened new Vanguard Industrials ETF positions in Q2 2023 and 30 closed out, a net change of +2 holders.
  • The largest Vanguard Industrials ETF buyer in Q2 2023 was Prostatis Group, an estimated $38.1M added.
  • The largest Vanguard Industrials ETF seller in Q2 2023 was Polianta Ltd, an estimated $8.48M sold.

Based on aggregated 13F filings for Q2 2023.