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Vanguard Industrials ETF

453 hedge funds and large institutions have $2.87B invested in Vanguard Industrials ETF in 2024 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 136 increasing their positions, 135 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

445% more call options, than puts

Call options by funds: $1.47M | Put options by funds: $269K

110% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 31

50% more funds holding in top 10

Funds holding in top 10: 1015 (+5)

15% more capital invested

Capital invested by funds: $2.48B → $2.87B (+$384M)

7% more funds holding

Funds holding: 424453 (+29)

1% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 135

1.45% less ownership

Funds ownership: 55.91%54.46% (-1.4%)

Holders
453
Holders Change
+29
Holders Change %
+6.84%
% of All Funds
6.53%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.22%
New
65
Increased
136
Reduced
135
Closed
31
Calls
$1.47M
Puts
$269K
Net Calls
+$1.2M
Net Calls Change
-$176K
Name Holding Trade Value Shares
Change
Change in
Stake
KA
326
Kovack Advisors
Florida
$236K +$219K +965 New
PP
327
Patten & Patten
Tennessee
$233K
SI
328
Stephens Inc
Arkansas
$231K -$12.3K -54 -5%
COCM
329
Charter Oak Capital Management
New Hampshire
$231K
AGA
330
Arkos Global Advisors
Texas
$231K +$215K +946 New
GRP
331
Global Retirement Partners
California
$231K +$13.2K +58 +7%
RJT
332
Raymond James Trust
Florida
$229K +$213K +937 New
FA
333
Fountainhead AM
New Jersey
$227K +$212K +932 New
IWA
334
IVC Wealth Advisors
Pennsylvania
$220K -$28.4K -125 -12%
PIA
335
Perennial Investment Advisors
California
$218K +$203K +892 New
TPCW
336
TD Private Client Wealth
New York
$218K +$909 +4 +0.5%
TCA
337
Transcend Capital Advisors
New Jersey
$215K +$200K +882 New
CWM
338
Castle Wealth Management
Florida
$214K +$199K +876 New
EWM
339
Elevatus Welath Management
New York
$213K +$199K +874 New
LFAS
340
Level Four Advisory Services
Texas
$213K
BIM
341
Breakwater Investment Management
Washington
$213K +$198K +871 New
VPP
342
Vertex Planning Partners
Illinois
$211K +$196K +865 New
VCM
343
Vivaldi Capital Management
Illinois
$210K +$196K +862 New
IW
344
Imprint Wealth
South Carolina
$209K +$196K +863 New
CW
345
CreativeOne Wealth
Kansas
$208K +$194K +853 New
LWANC
346
Laurel Wealth Advisors (North Carolina)
North Carolina
$207K
IA
347
IFP Advisors
Florida
$207K -$90K -396 -32%
TC
348
TownSquare Capital
Utah
$205K +$191K +841 New
BOM
349
Bank of Marin
California
$203K +$189K +833 New
FPB
350
First PREMIER Bank
South Dakota
$203K -$22.5K -99 -11%

VIS Hedge Fund Activity: Q1 2024 in Review

453 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Industrials ETF (VIS) for Q1 2024, worth a combined $2.87B — up 15% from $2.48B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new VIS positions and 31 closed out — a net gain of 34 holders — while 136 added to existing stakes and 135 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $110M. The largest seller was Morgan Stanley, cutting an estimated $115M.

  • 453 institutional investors held Vanguard Industrials ETF (VIS) as of Q1 2024, up from 424 in Q4 2023.
  • Funds reported $2.87B of Vanguard Industrials ETF stock for Q1 2024, up 15% quarter-over-quarter.
  • 65 funds opened new Vanguard Industrials ETF positions in Q1 2024 and 31 closed out, a net change of +34 holders.
  • The largest Vanguard Industrials ETF buyer in Q1 2024 was Beacon Capital Management Inc (Ohio), an estimated $110M added.
  • The largest Vanguard Industrials ETF seller in Q1 2024 was Morgan Stanley, an estimated $115M sold.

Based on aggregated 13F filings for Q1 2024.