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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
$232M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$37.6M
3
AAS
Ameritas Advisory Services
Nebraska
$12.7M
4
DWP
Destiny Wealth Partners
Florida
$10.8M
5
HighTower Advisors
HighTower Advisors
Illinois
$17.8M

Top Sellers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$50.6M
2
Bank of America
Bank of America
North Carolina
$930M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$26M
4
Osaic Holdings
Osaic Holdings
Arizona
$21.3M
5
Wells Fargo
Wells Fargo
California
$92.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
IC
301
IEQ Capital
California
$230K +$230K +1,045 New
AIM
302
Athena Investment Management
California
$227K -$3.31K -15 -1%
IWA
303
IVC Wealth Advisors
Pennsylvania
$227K – – –
SI
304
Stephens Inc
Arkansas
$221K +$221K +1,002 New
RPWA
305
Regent Peak Wealth Advisors
Georgia
$220K +$220K +1,000 New
IAS
306
Investment Advisory Services
Texas
$220K +$220K +1,000 New
AFG
307
Albion Financial Group
Utah
$216K – – –
HA
308
HFG Advisors
Ohio
$216K +$216K +980 New
Carson Wealth (CWM LLC)
309
Carson Wealth (CWM LLC)
Nebraska
$214K +$33.1K +150 +18%
LFAS
310
Level Four Advisory Services
Texas
$213K +$213K +965 New
PP
311
Patten & Patten
Tennessee
$211K +$211K +955 New
COCM
312
Charter Oak Capital Management
New Hampshire
$209K +$209K +948 New
BFAG
313
Blackston Financial Advisory Group
Florida
$209K +$209K +946 New
HI
314
Harper Investing
California
$206K +$206K +933 New
FPB
315
First PREMIER Bank
South Dakota
$205K -$22.7K -103 -10%
FTUS
316
Flow Traders U.S.
New York
$203K -$3.36M -15,265 -94%
TPCW
317
TD Private Client Wealth
New York
$196K -$2.65K -12 -1%
GRP
318
Global Retirement Partners
California
$190K +$13.5K +63 +8%
HBW
319
Hazlett, Burt & Watson
West Virginia
$187K – – –
LWANC
320
Laurel Wealth Advisors (North Carolina)
North Carolina
$186K – – –
SFC
321
SYM Financial Corp
Indiana
$183K -$45.4K -206 -20%
PIM
322
Progressive Investment Management
Oregon
$176K -$4.85K -22 -3%
Qube Research & Technologies (QRT)
323
Qube Research & Technologies (QRT)
United Kingdom
$159K -$142K -643 -47%
PCMC
324
Private Capital Management (Colorado)
Colorado
$151K +$661 +3 +0.4%
YDMI
325
Y.D. More Investments
Israel
$134K – – –
11 12
13
14 15