We are live on ! Find out more
VIS icon

Vanguard Industrials ETF
VIS

458 hedge funds and large institutions have $3.16B invested in Vanguard Industrials ETF in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 139 increasing their positions, 148 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 36

10% more capital invested

Capital invested by funds: $2.87B → $3.16B (+$296M)

8% more funds holding in top 10

Funds holding in top 10: 13 → 14 (+1)

0.1% less ownership

Funds ownership: 56.69% → 56.59% (-0.1%)

0% less funds holding

Funds holding: 459 → 458 (-1)

6% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 148

Holders
458
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
6.58%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.2%
New
42
Increased
139
Reduced
148
Closed
36
Calls
$624K
Puts
–
Net Calls
+$624K
Net Calls Change
-$599K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$54.6M
2
MW
Marks Wealth
Maryland
+$10.8M
3
Ameriprise
Ameriprise
Minnesota
+$7.98M
4
PCH
PGIM Custom Harvest
New Jersey
+$7.98M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$7.55M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$74.7M
2
EDRH
Edmond de Rothschild Holding
Switzerland
-$12.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.3M
4
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$7.43M
5
JP Morgan Chase
JP Morgan Chase
New York
-$4.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
276
Scotia Capital
Ontario, Canada
$354K +$735 +3 +0.2%
BA
277
Bluesphere Advisors
Pennsylvania
$353K +$979 +4 +0.3%
KAS
278
KPP Advisory Services
Kentucky
$352K – – –
LSPW
279
Lake Street Private Wealth
Illinois
$352K +$735 +3 +0.2%
KCM
280
Kennicott Capital Management
California
$350K – – –
US Bancorp
281
US Bancorp
Minnesota
$346K +$21.3K +87 +7%
QAM
282
Q3 Asset Management
Michigan
$344K +$324K +1,324 New
DWP
283
Daymark Wealth Partners
Ohio
$343K +$323K +1,320 New
HIG
284
Heritage Investment Group
Florida
$335K – – –
BA
285
Bristlecone Advisors
Washington
$329K – – –
PG
286
Prostatis Group
Maryland
$328K +$46.5K +190 +18%
CFG
287
Citizens Financial Group
Rhode Island
$323K -$1.47K -6 -0.5%
EWA
288
EP Wealth Advisors
California
$314K +$50.7K +207 +21%
FPAS
289
Focus Partners Advisor Solutions
Missouri
$313K +$8.81K +36 +3%
FPB
290
First PREMIER Bank
South Dakota
$310K +$88.6K +362 +44%
NA
291
NewEdge Advisors
Louisiana
$309K -$27.7K -113 -9%
GVAG
292
Great Valley Advisor Group
Delaware
$308K +$490 +2 +0.2%
RPCONE
293
Retirement Planning Company of New England
Rhode Island
$307K +$1.47K +6 +0.5%
MAM
294
Mystic Asset Management
Rhode Island
$305K -$17.6K -72 -6%
MOS
295
MGO One Seven
Ohio
$305K +$11.3K +46 +4%
PIA
296
Perennial Investment Advisors
California
$302K -$145K -591 -34%
SWM
297
SilverOak Wealth Management
Minnesota
$301K – – –
CCB
298
Country Club Bank
Missouri
$298K – – –
HIIFS
299
Harel Insurance Investments & Financial Services
Israel
$296K – – –
MWM
300
Modern Wealth Management
Kansas
$295K -$18.9K -77 -6%
10 11
12
13 14

VIS Hedge Fund Activity: Q3 2024 in Review

458 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Industrials ETF (VIS) for Q3 2024, worth a combined $3.16B — up 10% from $2.87B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new VIS positions and 36 closed out — a net gain of 6 holders — while 139 added to existing stakes and 148 trimmed.

The largest buyer was UBS Group, adding an estimated $54.6M. The largest seller was Bank of America, cutting an estimated $74.7M.

  • 458 institutional investors held Vanguard Industrials ETF (VIS) as of Q3 2024, down from 459 in Q2 2024.
  • Funds reported $3.16B of Vanguard Industrials ETF stock for Q3 2024, up 10% quarter-over-quarter.
  • 42 funds opened new Vanguard Industrials ETF positions in Q3 2024 and 36 closed out, a net change of +6 holders.
  • The largest Vanguard Industrials ETF buyer in Q3 2024 was UBS Group, an estimated $54.6M added.
  • The largest Vanguard Industrials ETF seller in Q3 2024 was Bank of America, an estimated $74.7M sold.

Based on aggregated 13F filings for Q3 2024.