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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
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$440K +$416K +4,394 New
BF
52
BOK Financial
Oklahoma
$419K – – –
OC
53
Oppenheimer & Co
New York
$418K -$30K -317 -7%
LTFS
54
Ladenburg Thalmann Financial Services
Florida
$397K +$143K +1,508 +61%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$387K +$234K +2,477 +178%
LS
56
Lattice Strategies
Pennsylvania
$382K – – –
FAAS
57
First Allied Advisory Services
California
$374K +$348K +3,676 New
BC
58
Burney Company
Virginia
$362K -$757 -8 -0.2%
FT
59
Fiduciary Trust
Massachusetts
$317K – – –
Citigroup
60
Citigroup
New York
$312K +$2.56K +27 +0.9%
VKH
61
Virtu KCG Holdings
New York
$306K +$289K +3,057 New
SC
62
SouthState Corp
Florida
$288K +$1.99K +21 +0.7%
GIM
63
Goelzer Investment Management
Indiana
$280K +$9.46K +100 +4%
PGFC
64
Peapack-Gladstone Financial Corp
New Jersey
$265K – – –
CIBC World Market
65
CIBC World Market
Ontario, Canada
$221K +$209K +2,212 New
IFWM
66
Institute for Wealth Management
Colorado
$211K +$200K +2,114 New
BFA
67
Bragg Financial Advisors
North Carolina
$204K +$193K +2,044 New
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$195K +$142K +1,500 +333%
Creative Planning
69
Creative Planning
Kansas
$187K +$142K +1,500 +401%
ACM
70
Antonetti Capital Management
Florida
$186K – – –
BEAM
71
Baker Ellis Asset Management
Washington
$170K +$47.3K +500 +42%
Deutsche Bank
72
Deutsche Bank
Germany
$166K +$13K +137 +9%
HNB
73
Huntington National Bank
Ohio
$164K – – –
NES
74
New England Securities
New York
$155K +$33.1K +350 +29%
US Bancorp
75
US Bancorp
Minnesota
$133K – – –
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.