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Vanguard Industrials ETF

453 hedge funds and large institutions have $2.87B invested in Vanguard Industrials ETF in 2024 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 136 increasing their positions, 135 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

445% more call options, than puts

Call options by funds: $1.47M | Put options by funds: $269K

110% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 31

50% more funds holding in top 10

Funds holding in top 10: 1015 (+5)

15% more capital invested

Capital invested by funds: $2.48B → $2.87B (+$384M)

7% more funds holding

Funds holding: 424453 (+29)

1% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 135

1.45% less ownership

Funds ownership: 55.91%54.46% (-1.4%)

Holders
453
Holders Change
+29
Holders Change %
+6.84%
% of All Funds
6.53%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.22%
New
65
Increased
136
Reduced
135
Closed
31
Calls
$1.47M
Puts
$269K
Net Calls
+$1.2M
Net Calls Change
-$176K
Name Holding Trade Value Shares
Change
Change in
Stake
EDRH
26
Edmond de Rothschild Holding
Switzerland
$12.8M
AWS
27
Atria Wealth Solutions
New York
$12.5M +$4.98M +21,919 +75%
CCA
28
Cadent Capital Advisors
Oklahoma
$12.2M +$4.52M +19,911 +66%
MWM
29
MinichMacGregor Wealth Management
New York
$11.7M +$6.8M +29,916 +163%
AM
30
AGF Management
Ontario, Canada
$11.4M +$62.5K +275 +0.6%
CM
31
Cercano Management
Washington
$11.1M +$10.3M +45,394 New
DWP
32
Destiny Wealth Partners
Florida
$11M -$1.18M -5,207 -10%
JWCA
33
J.W. Cole Advisors
Florida
$10.8M +$323K +1,421 +3%
BCP
34
Berkeley Capital Partners
Georgia
$10.2M +$664K +2,925 +8%
CA
35
Cetera Advisors
Colorado
$10M +$7.65M +33,686 +454%
PPWP
36
Proquility Private Wealth Partners
Nevada
$9.27M -$37.5K -165 -0.4%
I
37
INVST
Indiana
$9.06M -$204K -897 -2%
Lido Advisors
38
Lido Advisors
California
$8.7M +$1.01M +4,426 +14%
TLP
39
Trinity Legacy Partners
Texas
$8.67M +$4.44M +19,559 +123%
MPWT
40
MassMutual Private Wealth & Trust
Connecticut
$8.08M +$110K +486 +1%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$7.77M -$57.9K -255 -0.8%
Envestnet Portfolio Solutions
42
Envestnet Portfolio Solutions
Illinois
$7.52M +$3.9M +17,168 +126%
SFCL
43
Strengthening Families & Communities LLC
Massachusetts
$6.58M +$249K +1,095 +4%
SG
44
Sharper & Granite
California
$6.24M +$186K +819 +3%
Corient Private Wealth
45
Corient Private Wealth
Florida
$6.18M -$2.35M -10,336 -29%
ECM
46
Exchange Capital Management
Michigan
$6.01M +$46.3K +204 +0.8%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$5.82M +$53.4K +235 +1%
LNB
48
Ledyard National Bank
$5.6M -$895K -3,940 -15%
AFS
49
Axiom Financial Strategies
Indiana
$5.55M +$715K +3,148 +16%
KWM
50
Keebeck Wealth Management
Illinois
$5.41M -$157K -691 -3%

VIS Hedge Fund Activity: Q1 2024 in Review

453 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Industrials ETF (VIS) for Q1 2024, worth a combined $2.87B — up 15% from $2.48B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new VIS positions and 31 closed out — a net gain of 34 holders — while 136 added to existing stakes and 135 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $110M. The largest seller was Morgan Stanley, cutting an estimated $115M.

  • 453 institutional investors held Vanguard Industrials ETF (VIS) as of Q1 2024, up from 424 in Q4 2023.
  • Funds reported $2.87B of Vanguard Industrials ETF stock for Q1 2024, up 15% quarter-over-quarter.
  • 65 funds opened new Vanguard Industrials ETF positions in Q1 2024 and 31 closed out, a net change of +34 holders.
  • The largest Vanguard Industrials ETF buyer in Q1 2024 was Beacon Capital Management Inc (Ohio), an estimated $110M added.
  • The largest Vanguard Industrials ETF seller in Q1 2024 was Morgan Stanley, an estimated $115M sold.

Based on aggregated 13F filings for Q1 2024.