We are live on ! Find out more
VIS icon

Vanguard Industrials ETF

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: 202207 (+5)

2.02% more ownership

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

0% more funds holding in top 10

Funds holding in top 10: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
51
Cornerstone Wealth Management
Missouri
$1.78M +$10.4M +72,473 +43%
BCWM
52
Bartlett & Co Wealth Management
Ohio
$1.77M
BC
53
Bartlett & Co
Ohio
$1.77M
MPWT
54
MassMutual Private Wealth & Trust
Connecticut
$1.76M +$232K +1,612 +16%
FFC
55
First Financial Corp
Indiana
$1.73M +$18.7K +130 +1%
TRCT
56
Tower Research Capital (TRC)
New York
$1.71M -$1.15M -7,962 -41%
SWP
57
Stratos Wealth Partners
Ohio
$1.67M +$120K +833 +8%
JMPWA
58
JP Morgan Private Wealth Advisors
California
$1.58M +$194K +1,343 +14%
Creative Planning
59
Creative Planning
Kansas
$1.58M +$35.9K +249 +2%
Goldman Sachs
60
Goldman Sachs
New York
$1.55M -$50.5K -350 -3%
DY
61
Dowling & Yahnke
California
$1.53M -$47.6K -330 -3%
KeyBank National Association
62
KeyBank National Association
Ohio
$1.53M +$1.49M +10,353 New
Baird Financial Group
63
Baird Financial Group
Wisconsin
$1.46M +$4.18K +29 +0.3%
IWM
64
IHT Wealth Management
Illinois
$1.46M +$46.7K +324 +3%
WPW
65
Waldron Private Wealth
Pennsylvania
$1.39M +$310K +2,150 +30%
KIA
66
KCM Investment Advisors
California
$1.39M +$837K +5,803 +161%
CC
67
Callan Capital
California
$1.38M +$149K +1,034 +12%
ECM
68
Exchange Capital Management
Michigan
$1.34M +$131K +908 +11%
AI
69
Atria Investments
North Carolina
$1.32M -$6.34K -44 -0.5%
CCM
70
Consolidated Capital Management
California
$1.3M -$9.66K -67 -0.8%
William Blair & Company
71
William Blair & Company
Illinois
$1.3M +$97.7K +678 +8%
DBT
72
Dubuque Bank & Trust
Iowa
$1.28M +$11.1K +77 +0.9%
MML Investors Services
73
MML Investors Services
Massachusetts
$1.28M +$349K +2,422 +39%
WA
74
WBH Advisory
Maryland
$1.28M -$20.2K -140 -2%
AIM
75
Anchor Investment Management
South Carolina
$1.19M +$42.1K +292 +4%

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.