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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
GWM
451
Geneos Wealth Management
Colorado
$3.3K -$953 -4 -22%
FHA
452
First Horizon Advisors
Tennessee
$3.08K – – –
WBC
453
West Branch Capital
Massachusetts
$2.82K – – –
TWP
454
Triad Wealth Partners
Kansas
$2.82K +$2.86K +12 New
CPBTD
455
Central Pacific Bank - Trust Division
Hawaii
$2.12K – – –
TVWM
456
Tower View Wealth Management
Wisconsin
$1.88K – – –
PO
457
Private Ocean
California
$1.65K – – –
FCAS
458
First Command Advisory Services
Texas
$1.18K – – –
GIM
459
Gold Investment Management
Alberta, Canada
$941 – – –
SFC
460
Strategic Financial Concepts
Texas
$529 +$30.9M +129,779 New
CC
461
Cultivar Capital
Texas
$246 +$238 +1 New
CM
462
Cercano Management
Washington
– -$11.1M -45,394 Closed
Janney Montgomery Scott
463
Janney Montgomery Scott
Pennsylvania
– -$5.82M -23,837 Closed
KWA
464
Kellett Wealth Advisors
Ohio
– -$4.56M -18,692 Closed
GWA
465
GGM Wealth Advisors
Maryland
– -$3.65M -15,074 Closed
KC
466
Kinloch Capital
Virginia
– -$3.57M -14,614 Closed
QAM
467
Q3 Asset Management
Michigan
– -$982K -4,034 Closed
Renaissance Technologies
468
Renaissance Technologies
New York
– -$928K -3,800 Closed
Millennium Management
469
Millennium Management
New York
– -$862K -3,532 Closed
EW
470
Evoke Wealth
California
– -$425K -1,740 Closed
PS
471
Portfolio Strategies
New York
– -$403K -1,650 Closed
TF
472
Trek Financial
Arizona
– -$393K -1,608 Closed
Prudential Financial
473
Prudential Financial
New Jersey
– -$390K -1,596 Closed
AA
474
Advisory Alpha
Michigan
– -$354K -1,450 Closed
SAM
475
Secure Asset Management
Michigan
– -$282K -1,156 Closed
16 17 18
19
20

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.