We are live on ! Find out more
VIS icon

Vanguard Industrials ETF

112 hedge funds and large institutions have $1.44B invested in Vanguard Industrials ETF in 2016 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 36 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

1.09% more ownership

Funds ownership: 67.96%69.04% (+1.1%)

2% more capital invested

Capital invested by funds: $1.41B → $1.44B (+$29.1M)

6% less funds holding

Funds holding: 119112 (-7)

11% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 36

24% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 25

Holders
112
Holders Change
-7
Holders Change %
-5.88%
% of All Funds
2.98%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
19
Increased
32
Reduced
36
Closed
25
Calls
$694K
Puts
Net Calls
+$694K
Net Calls Change
+$694K
Name Holding Trade Value Shares
Change
Change in
Stake
DY
26
Dowling & Yahnke
California
$1.26M +$67.8K +695 +6%
BC
27
Bartlett & Co
Ohio
$1.26M
Ameriprise
28
Ameriprise
Minnesota
$1.2M -$90.5K -928 -8%
MAS
29
Madden Advisory Services
Florida
$1.16M +$29.1K +298 +3%
RJA
30
Raymond James & Associates
Florida
$1.06M -$3.25M -33,266 -77%
DHFB
31
Dixon Hubard Feinour & Brown
Virginia
$975K +$894K +9,165 New
AAC
32
Asset Advisors Corp
Georgia
$974K -$4.88K -50 -0.5%
NCMW
33
Northern Capital Management (Wisconsin)
Wisconsin
$894K +$65.4K +670 +9%
JP Morgan Chase
34
JP Morgan Chase
New York
$890K -$105K -1,072 -11%
HWP
35
Hefty Wealth Partners
Indiana
$884K +$124K +1,274 +18%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$879K -$1.21M -12,452 -60%
WA
37
WBH Advisory
Maryland
$867K -$64.3K -659 -7%
PAG
38
Private Advisor Group
New Jersey
$779K +$86.1K +883 +14%
SWP
39
Stratos Wealth Partners
Ohio
$742K +$157K +1,611 +30%
Vanguard Group
40
Vanguard Group
Pennsylvania
$728K +$65.6K +672 +11%
SIA
41
Spruce Investment Advisors
Connecticut
$676K -$5.06M -51,891 -89%
Citadel Advisors
42
Citadel Advisors
Florida
$676K +$305K +3,126 +95%
HighTower Advisors
43
HighTower Advisors
Illinois
$593K -$38K -389 -6%
CIBC World Market
44
CIBC World Market
Ontario, Canada
$582K -$1.76K -18 -0.3%
NPC
45
National Planning Corporation
California
$567K +$527K +5,400 New
CWM
46
Concert Wealth Management
California
$545K -$39.3K -403 -7%
Stifel Financial
47
Stifel Financial
Missouri
$540K -$134K -1,374 -21%
CB
48
Community Bank
New York
$463K
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$451K -$1.77M -18,175 -81%
AA
50
Advisory Alpha
Michigan
$447K +$49.2K +504 +13%

VIS Hedge Fund Activity: Q1 2016 in Review

112 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Vanguard Industrials ETF (VIS) for Q1 2016, worth a combined $1.44B — up 2.1% from $1.41B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of VIS and 19 opened new positions — a net loss of 6 holders — while 36 trimmed existing stakes and 32 added.

The largest buyer was M&T Bank, adding an estimated $10M. The largest seller was Fukoku Mutual Life Insurance, exiting entirely with an estimated $10.8M sold.

  • 112 institutional investors held Vanguard Industrials ETF (VIS) as of Q1 2016, down from 119 in Q4 2015.
  • Funds reported $1.44B of Vanguard Industrials ETF stock for Q1 2016, up 2.1% quarter-over-quarter.
  • 19 funds opened new Vanguard Industrials ETF positions in Q1 2016 and 25 closed out, a net change of -6 holders.
  • The largest Vanguard Industrials ETF buyer in Q1 2016 was M&T Bank, an estimated $10M added.
  • The largest Vanguard Industrials ETF seller in Q1 2016 was Fukoku Mutual Life Insurance, an estimated $10.8M sold.

Based on aggregated 13F filings for Q1 2016.