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Vanguard Industrials ETF
VIS

207 hedge funds and large institutions have $2.79B invested in Vanguard Industrials ETF in 2018 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 87 increasing their positions, 46 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 46

27% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 22

17% more capital invested

Capital invested by funds: $2.38B → $2.79B (+$405M)

2% more funds holding

Funds holding: 202 → 207 (+5)

2.02% more ownership

Funds ownership: 67.58% → 69.59% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
207
Holders Change
+5
Holders Change %
+2.48%
% of All Funds
4.73%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
28
Increased
87
Reduced
46
Closed
22
Calls
$783K
Puts
–
Net Calls
+$783K
Net Calls Change
+$607K

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$94.4M
2
Bank of America
Bank of America
North Carolina
+$38.4M
3
Wells Fargo
Wells Fargo
California
+$15.3M
4
CWM
Cornerstone Wealth Management
Missouri
+$10.4M
5
Jane Street
Jane Street
New York
+$8.16M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$3.57M
2
IFWM
Institute for Wealth Management
Colorado
-$1.48M
3
IA
IFP Advisors
Florida
-$1.16M
4
TRCT
Tower Research Capital (TRC)
New York
-$1.15M
5
M&T Bank
M&T Bank
New York
-$1.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
26
Cabot Wealth Management
Massachusetts
$4.45M +$2.26M +15,682 +109%
KWM
27
Kingsview Wealth Management
Oregon
$4.41M +$4.3M +29,841 New
BCM
28
Barometer Capital Management
Ontario, Canada
$4.15M +$4.05M +28,100 New
HighTower Advisors
29
HighTower Advisors
Illinois
$4.03M +$538K +3,733 +16%
VAM
30
Visionary Asset Management
Texas
$3.45M -$15.1K -105 -0.4%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$3.27M +$2.92M +20,276 +1,110%
Janus Henderson Group
32
Janus Henderson Group
United Kingdom
$3.21M +$112K +774 +4%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$3M +$153K +1,060 +6%
MAS
34
Madden Advisory Services
Florida
$2.94M +$110K +766 +4%
BTS
35
BB&T Securities
Virginia
$2.8M -$104K -720 -4%
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$2.74M -$568K -3,939 -17%
Barclays
37
Barclays
United Kingdom
$2.67M -$288 -2 -0%
Stifel Financial
38
Stifel Financial
Missouri
$2.59M +$1.05M +7,250 +70%
PAG
39
Private Advisor Group
New Jersey
$2.54M +$1.56M +10,811 +170%
PA
40
Pinnacle Associates
New York
$2.54M +$8.65K +60 +0.4%
AG
41
Advisor Group
Arizona
$2.5M +$143K +992 +6%
FAAS
42
First Allied Advisory Services
California
$2.37M -$1.06M -7,387 -32%
CS
43
Credit Suisse
Switzerland
$2.34M +$1.07M +7,442 +89%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$2.06M +$153K +1,064 +8%
MIAN
45
Mariner Independent Advisor Network
Kansas
$2.05M +$2.15M +14,945 New
AS
46
Altshuler Shaham
Israel
$2M – – –
V
47
Veritable
Delaware
$1.99M – – –
NFG
48
NewFocus Financial Group
Washington
$1.96M +$238K +1,649 +14%
ACS
49
Archford Capital Strategies
Illinois
$1.93M -$89.1K -618 -5%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$1.8M +$397K +2,756 +29%
1
2
3 4 5

VIS Hedge Fund Activity: Q3 2018 in Review

207 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Vanguard Industrials ETF (VIS) for Q3 2018, worth a combined $2.79B — up 17% from $2.38B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new VIS positions and 22 closed out — a net gain of 6 holders — while 87 added to existing stakes and 46 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $94.4M. The largest seller was Morgan Stanley, cutting an estimated $3.57M.

  • 207 institutional investors held Vanguard Industrials ETF (VIS) as of Q3 2018, up from 202 in Q2 2018.
  • Funds reported $2.79B of Vanguard Industrials ETF stock for Q3 2018, up 17% quarter-over-quarter.
  • 28 funds opened new Vanguard Industrials ETF positions in Q3 2018 and 22 closed out, a net change of +6 holders.
  • The largest Vanguard Industrials ETF buyer in Q3 2018 was Fisher Asset Management, an estimated $94.4M added.
  • The largest Vanguard Industrials ETF seller in Q3 2018 was Morgan Stanley, an estimated $3.57M sold.

Based on aggregated 13F filings for Q3 2018.