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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
OIA
401
Optimum Investment Advisors
Illinois
$32.7K -$1.91K -8 -5%
SRCM
402
Signature Resources Capital Management
California
$32.5K +$32.9K +138 New
CT
403
Caldwell Trust
Florida
$32K – – –
KWAG
404
Kiely Wealth Advisory Group
North Carolina
$30.5K – – –
SS
405
Sunbelt Securities
Texas
$30.1K – – –
EWM
406
EPG Wealth Management
Georgia
$29.4K -$29.8K -125 Closed
IBOK
407
Independence Bank of Kentucky
Kentucky
$27.1K -$7.15K -30 -21%
MWM
408
Mascoma Wealth Management
New Hampshire
$25.4K – – –
FFA
409
Founders Financial Alliance
North Carolina
$24.8K – – –
Deutsche Bank
410
Deutsche Bank
Germany
$24.7K – – –
LIA
411
Lynx Investment Advisory
District of Columbia
$23.8K +$24.1K +101 New
Nomura Asset Management
412
Nomura Asset Management
Japan
$23.5K – – –
FLPIM
413
F.L. Putnam Investment Management
Massachusetts
$23.5K +$23.8K +100 New
GWSG
414
GPS Wealth Strategies Group
Colorado
$23.1K – – –
BC
415
Barrett & Company
Rhode Island
$22.6K – – –
PFBT
416
Parkside Financial Bank & Trust
Missouri
$22.6K – – –
RIA
417
Realta Investment Advisors
Delaware
$21.5K – – –
BCMLT
418
Beacon Capital Management LLC (Tennessee)
Tennessee
$20.9K -$18.6K -78 -47%
CWP
419
Concord Wealth Partners
Virginia
$20.2K – – –
VWM
420
Venturi Wealth Management
Texas
$19.5K – – –
CAL
421
Capital Analysts LLC
Pennsylvania
$19K – – –
RFA
422
Register Financial Advisors
Georgia
$18.1K – – –
CIAS
423
Capital Investment Advisory Services
North Carolina
$16.2K – – –
FMII
424
Farmers & Merchants Investments Inc
Nebraska
$15.1K -$3.1K -13 -17%
BBHC
425
Brown Brothers Harriman & Co
New York
$15.1K – – –
15 16
17
18 19

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.