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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
FCH
276
Freestone Capital Holdings
Washington
$337K +$238 +1 +0.1%
ISL
277
Ingalls & Snyder LLC
New York
$335K – – –
HFW
278
Horizon Family Wealth
Illinois
$330K -$5K -21 -1%
SC
279
Scotia Capital
Ontario, Canada
$320K – – –
KAS
280
KPP Advisory Services
Kentucky
$319K – – –
PCA
281
Pallas Capital Advisors
Massachusetts
$319K -$35K -147 -10%
LSPW
282
Lake Street Private Wealth
Illinois
$318K – – –
RVPG
283
Relative Value Partners Group
$318K +$322K +1,351 New
BA
284
Bluesphere Advisors
Pennsylvania
$318K – – –
KCM
285
Kennicott Capital Management
California
$316K – – –
NA
286
NewEdge Advisors
Louisiana
$307K -$273K -1,144 -47%
SAM
287
SignalPoint Asset Management
Missouri
$305K +$309K +1,296 New
HIG
288
Heritage Investment Group
Florida
$303K – – –
BA
289
Bristlecone Advisors
Washington
$298K – – –
CFG
290
Citizens Financial Group
Rhode Island
$293K +$296K +1,243 New
MAM
291
Mystic Asset Management
Rhode Island
$293K +$7.38K +31 +3%
US Bancorp
292
US Bancorp
Minnesota
$293K -$13.6K -57 -4%
TL
293
Tradewinds LLC
North Carolina
$290K +$33.4K +140 +13%
MWM
294
Modern Wealth Management
Kansas
$285K +$4.05K +17 +1%
WS
295
Wedbush Securities
California
$280K – – –
GVAG
296
Great Valley Advisor Group
Delaware
$279K -$715 -3 -0.3%
RPCONE
297
Retirement Planning Company of New England
Rhode Island
$276K -$4.53K -19 -2%
WCM
298
Windham Capital Management
Massachusetts
$276K – – –
FPAS
299
Focus Partners Advisor Solutions
Missouri
$275K +$278K +1,169 New
ACS
300
Archford Capital Strategies
Illinois
$273K – – –
10 11
12
13 14

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.