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Vanguard Industrials ETF
VIS

88 hedge funds and large institutions have $836M invested in Vanguard Industrials ETF in 2013 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

533% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 3

208% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 13

41% more capital invested

Capital invested by funds: $595M → $836M (+$241M)

21% more funds holding

Funds holding: 73 → 88 (+15)

7.51% more ownership

Funds ownership: 46.6% → 54.11% (+7.5%)

Holders
88
Holders Change
+15
Holders Change %
+20.55%
% of All Funds
2.55%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.09%
New
19
Increased
40
Reduced
13
Closed
3
Calls
$310K
Puts
–
Net Calls
+$310K
Net Calls Change
+$42K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$84.4M
2
MAA
Managed Account Advisors
New Jersey
+$11M
3
Wells Fargo
Wells Fargo
California
+$5.22M
4
TH
Timber Hill
Connecticut
+$4.21M
5
Morgan Stanley
Morgan Stanley
New York
+$3.32M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.81M
2
HighTower Advisors
HighTower Advisors
Illinois
-$1.94M
3
LPL Financial
LPL Financial
California
-$448K
4
Comerica Bank
Comerica Bank
Texas
-$341K
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$268K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
26
Fidelity Investments
Massachusetts
$1.48M +$1.4M +14,770 New
Goldman Sachs
27
Goldman Sachs
New York
$1.4M +$304K +3,216 +30%
HighTower Advisors
28
HighTower Advisors
Illinois
$1.4M -$1.94M -20,475 -59%
BCM
29
Barometer Capital Management
Ontario, Canada
$1.39M +$1.32M +13,900 New
BC
30
Bartlett & Co
Ohio
$1.2M – – –
V
31
Veritable
Delaware
$1.2M – – –
AHS
32
Aspiriant Holdings S3
California
$1.12M -$10.9K -115 -1%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$1.01M +$348K +3,675 +57%
WA
34
WESPAC Advisors
California
$989K -$197K -2,085 -17%
AAC
35
Asset Advisors Corp
Georgia
$986K +$37.8K +400 +4%
CWM
36
Concert Wealth Management
California
$941K +$322K +3,402 +57%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$824K +$61.9K +654 +9%
BPC
38
Banque Pictet & Cie
Switzerland
$801K +$757K +8,000 New
PI
39
Placemark Investments
Illinois
$763K +$76.8K +812 +12%
AIG
40
American International Group
New York
$755K +$583K +6,163 +444%
CA
41
Cetera Advisors
Colorado
$689K +$652K +6,893 New
Ameriprise
42
Ameriprise
Minnesota
$684K +$19.4K +205 +3%
DY
43
Dowling & Yahnke
California
$610K -$7.57K -80 -1%
DHFB
44
Dixon Hubard Feinour & Brown
Virginia
$610K +$114K +1,200 +24%
LNB
45
Ledyard National Bank
$557K – – –
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$555K +$70.6K +746 +16%
SI
47
SII Investments
Wisconsin
$551K +$1.23K +13 +0.2%
CCG
48
Chatham Capital Group
Georgia
$502K +$284 +3 +0.1%
PAG
49
Private Advisor Group
New Jersey
$484K +$458K +4,839 New
CFS
50
Community Financial System
New York
$465K – – –
1
2
3 4

VIS Hedge Fund Activity: Q4 2013 in Review

88 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Vanguard Industrials ETF (VIS) for Q4 2013, worth a combined $836M — up 41% from $595M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new VIS positions and 3 closed out — a net gain of 16 holders — while 40 added to existing stakes and 13 trimmed.

The largest buyer was Bank of America, adding an estimated $84.4M. The largest seller was Royal Bank of Canada, cutting an estimated $2.81M.

  • 88 institutional investors held Vanguard Industrials ETF (VIS) as of Q4 2013, up from 73 in Q3 2013.
  • Funds reported $836M of Vanguard Industrials ETF stock for Q4 2013, up 41% quarter-over-quarter.
  • 19 funds opened new Vanguard Industrials ETF positions in Q4 2013 and 3 closed out, a net change of +16 holders.
  • The largest Vanguard Industrials ETF buyer in Q4 2013 was Bank of America, an estimated $84.4M added.
  • The largest Vanguard Industrials ETF seller in Q4 2013 was Royal Bank of Canada, an estimated $2.81M sold.

Based on aggregated 13F filings for Q4 2013.