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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
AFG
326
Albion Financial Group
Utah
$231K – – –
HA
327
HFG Advisors
Ohio
$231K – – –
HIM
328
Hanlon Investment Management
New Jersey
$230K – – –
WCM
329
Winthrop Capital Management
Indiana
$226K -$45.5K -191 -17%
COCM
330
Charter Oak Capital Management
New Hampshire
$225K +$2.38K +10 +1%
PP
331
Patten & Patten
Tennessee
$225K – – –
QCM
332
QRG Capital Management
Illinois
$224K -$37.2K -156 -14%
SI
333
Stephens Inc
Arkansas
$223K – – –
AGA
334
Arkos Global Advisors
Texas
$223K – – –
BHB
335
Bank Hapoalim BM
Israel
$222K -$129K -540 -36%
MCCP
336
Mission Creek Capital Partners
California
$222K -$88.6K -372 -28%
FA
337
Fountainhead AM
New Jersey
$220K +$1.19K +5 +0.5%
HBW
338
Hazlett, Burt & Watson
West Virginia
$218K -$14.1K -59 -6%
FCI
339
Financial Counselors Inc
Kansas
$215K -$37.9K -159 -15%
IA
340
IFG Advisory
Georgia
$214K +$217K +910 New
BSW
341
Buckingham Strategic Wealth
Missouri
$213K +$216K +905 New
IWA
342
IVC Wealth Advisors
Pennsylvania
$211K -$1.43K -6 -0.7%
VCM
343
Vivaldi Capital Management
Illinois
$209K +$6.43K +27 +3%
TCA
344
Transcend Capital Advisors
New Jersey
$207K – – –
CWM
345
Castle Wealth Management
Florida
$207K – – –
EWM
346
Elevatus Welath Management
New York
$206K – – –
VPP
347
Vertex Planning Partners
Illinois
$203K – – –
LWANC
348
Laurel Wealth Advisors (North Carolina)
North Carolina
$199K – – –
BWL
349
Bogart Wealth LLC
Virginia
$198K +$105K +440 +110%
FPB
350
First PREMIER Bank
South Dakota
$195K – – –
12 13
14
15 16

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.