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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
PTC
326
Private Trust Company
Ohio
$64.9K +$573 +3 +1%
MFA
327
McClarren Financial Advisors
Pennsylvania
$63K
IBOK
328
Independence Bank of Kentucky
Kentucky
$54.5K -$4.78K -25 -9%
BSB
329
Bangor Savings Bank
Maine
$43.8K -$23.3K -122 -36%
CIA
330
Cape Investment Advisory
Georgia
$41.3K
CG
331
Cutler Group
California
$41K +$38.2K +200 New
CWM
332
Cranbrook Wealth Management
Michigan
$38.4K
BCMLT
333
Beacon Capital Management LLC (Tennessee)
Tennessee
$37.8K +$191 +1 +0.5%
SWM
334
Spire Wealth Management
Virginia
$32.9K
GWM
335
Geneos Wealth Management
Colorado
$32.9K +$28.3K +148 +1,233%
FWM
336
Focused Wealth Management
New York
$29.9K -$1.72K -9 -6%
CB
337
Centennial Bank
Arkansas
$29.6K
BIA
338
Bell Investment Advisors
California
$28.2K
CT
339
Caldwell Trust
Florida
$28K
CWP
340
Concord Wealth Partners
Virginia
$27.7K -$1.53K -8 -6%
SS
341
Sunbelt Securities
Texas
$26.1K
EWM
342
EPG Wealth Management
Georgia
$25.3K
CWC
343
Carolinas Wealth Consulting
North Carolina
$24.1K
Deutsche Bank
344
Deutsche Bank
Germany
$23.2K
MWM
345
Mascoma Wealth Management
New Hampshire
$22.6K
FFA
346
Founders Financial Alliance
North Carolina
$21.5K
GWSG
347
GPS Wealth Strategies Group
Colorado
$20.1K -$1.91K -10 -9%
BC
348
Barrett & Company
Rhode Island
$19.8K
RIA
349
Realta Investment Advisors
Delaware
$18.6K +$17.2K +90 New
OIA
350
Optimum Investment Advisors
Illinois
$18.5K -$21K -110 -55%

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.