We are live on ! Find out more
VIS icon

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
SWM
301
SilverOak Wealth Management
Minnesota
$272K – – –
CCB
302
Country Club Bank
Missouri
$271K – – –
OSAM
303
O'Shaughnessy Asset Management
Connecticut
$268K +$144K +606 +113%
HIIFS
304
Harel Insurance Investments & Financial Services
Israel
$268K – – –
DWG
305
Darden Wealth Group
Michigan
$266K – – –
KFI
306
Key Financial Inc
Pennsylvania
$266K – – –
MOS
307
MGO One Seven
Ohio
$264K +$953 +4 +0.4%
TPCW
308
TD Private Client Wealth
New York
$263K +$53.6K +225 +25%
HNB
309
Huntington National Bank
Ohio
$262K – – –
TSS
310
Two Sigma Securities
New York
$259K +$263K +1,102 New
WAS
311
Winch Advisory Services
Wisconsin
$256K – – –
IC
312
IEQ Capital
California
$256K +$10.2K +43 +4%
ML
313
McAdam LLC
Pennsylvania
$254K +$3.57K +15 +1%
PG
314
Prostatis Group
Maryland
$252K – – –
P
315
&Partners
Tennessee
$251K +$254K +1,067 New
AIA
316
Allied Investment Advisors
Montana
$250K -$4.29K -18 -2%
CC
317
Courier Capital
New York
$248K -$5K -21 -2%
GCM
318
Gallacher Capital Management
Colorado
$248K -$22.6K -95 -8%
WFA
319
WMG Financial Advisors
Tennessee
$242K -$7.15K -30 -3%
AIM
320
Athena Investment Management
California
$242K – – –
AFP
321
Ausdal Financial Partners
Iowa
$242K -$6.67K -28 -3%
IAS
322
Investment Advisory Services
Texas
$235K – – –
RPWA
323
Regent Peak Wealth Advisors
Georgia
$235K – – –
EWA
324
EP Wealth Advisors
California
$235K +$5.72K +24 +2%
CB
325
Commerce Bank
Missouri
$232K -$31.2K -131 -12%
11 12
13
14 15

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.