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Vanguard Industrials ETF
VIS

458 hedge funds and large institutions have $3.16B invested in Vanguard Industrials ETF in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 139 increasing their positions, 148 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 36

10% more capital invested

Capital invested by funds: $2.87B → $3.16B (+$296M)

8% more funds holding in top 10

Funds holding in top 10: 13 → 14 (+1)

0.1% less ownership

Funds ownership: 56.69% → 56.59% (-0.1%)

0% less funds holding

Funds holding: 459 → 458 (-1)

6% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 148

Holders
458
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
6.58%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.2%
New
42
Increased
139
Reduced
148
Closed
36
Calls
$624K
Puts
–
Net Calls
+$624K
Net Calls Change
-$599K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$54.6M
2
MW
Marks Wealth
Maryland
+$10.8M
3
Ameriprise
Ameriprise
Minnesota
+$7.98M
4
PCH
PGIM Custom Harvest
New Jersey
+$7.98M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$7.55M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$74.7M
2
EDRH
Edmond de Rothschild Holding
Switzerland
-$12.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.3M
4
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$7.43M
5
JP Morgan Chase
JP Morgan Chase
New York
-$4.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
26
Capital Advantage
California
$13.9M -$155K -632 -1%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$13.2M -$354K -1,447 -3%
MWM
28
MinichMacGregor Wealth Management
New York
$12.7M +$23K +94 +0.2%
Lido Advisors
29
Lido Advisors
California
$12.2M +$1.51M +6,153 +15%
AWS
30
Atria Wealth Solutions
New York
$12.1M -$681K -2,780 -6%
Truist Financial
31
Truist Financial
North Carolina
$11.9M -$103K -419 -0.9%
MW
32
Marks Wealth
Maryland
$11.4M +$10.8M +43,975 New
JWCA
33
J.W. Cole Advisors
Florida
$11.1M -$132K -538 -1%
AM
34
AGF Management
Ontario, Canada
$10.9M +$154K +630 +2%
TLP
35
Trinity Legacy Partners
Texas
$10.8M +$915K +3,735 +10%
DWP
36
Destiny Wealth Partners
Florida
$10.7M -$30.4K -124 -0.3%
Corient Private Wealth
37
Corient Private Wealth
Florida
$9.69M +$128K +522 +1%
BCP
38
Berkeley Capital Partners
Georgia
$9.16M -$1.38M -5,630 -14%
I
39
INVST
Indiana
$8.87M -$341K -1,392 -4%
PPWP
40
Proquility Private Wealth Partners
Nevada
$8.77M -$1.04M -4,241 -11%
MPWT
41
MassMutual Private Wealth & Trust
Connecticut
$8.61M +$157K +640 +2%
Goldman Sachs
42
Goldman Sachs
New York
$8.43M -$570K -2,329 -7%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$8.02M +$7.55M +30,834 New
SPIA
44
Steward Partners Investment Advisory
New York
$7.83M +$1.71M +6,980 +30%
SFCL
45
Strengthening Families & Communities LLC
Massachusetts
$7.7M +$577K +2,358 +9%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$7.64M +$6.31M +25,782 +715%
ECM
47
Exchange Capital Management
Michigan
$7.39M +$395K +1,613 +6%
Envestnet Portfolio Solutions
48
Envestnet Portfolio Solutions
Illinois
$7.08M -$477K -1,950 -7%
RB
49
Richmond Brothers
Michigan
$7.05M +$6.64M +27,106 New
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$6.83M -$1.84M -7,532 -22%
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VIS Hedge Fund Activity: Q3 2024 in Review

458 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Industrials ETF (VIS) for Q3 2024, worth a combined $3.16B — up 10% from $2.87B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new VIS positions and 36 closed out — a net gain of 6 holders — while 139 added to existing stakes and 148 trimmed.

The largest buyer was UBS Group, adding an estimated $54.6M. The largest seller was Bank of America, cutting an estimated $74.7M.

  • 458 institutional investors held Vanguard Industrials ETF (VIS) as of Q3 2024, down from 459 in Q2 2024.
  • Funds reported $3.16B of Vanguard Industrials ETF stock for Q3 2024, up 10% quarter-over-quarter.
  • 42 funds opened new Vanguard Industrials ETF positions in Q3 2024 and 36 closed out, a net change of +6 holders.
  • The largest Vanguard Industrials ETF buyer in Q3 2024 was UBS Group, an estimated $54.6M added.
  • The largest Vanguard Industrials ETF seller in Q3 2024 was Bank of America, an estimated $74.7M sold.

Based on aggregated 13F filings for Q3 2024.