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Vanguard Industrials ETF
VIS

459 hedge funds and large institutions have $2.87B invested in Vanguard Industrials ETF in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 121 increasing their positions, 151 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 31

2.23% more ownership

Funds ownership: 54.46% → 56.69% (+2.2%)

1% more funds holding

Funds holding: 453 → 459 (+6)

0% less capital invested

Capital invested by funds: $2.87B → $2.87B (-$446K)

13% less funds holding in top 10

Funds holding in top 10: 15 → 13 (-2)

20% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 151

Holders
459
Holders Change
+6
Holders Change %
+1.32%
% of All Funds
6.63%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
44
Increased
121
Reduced
151
Closed
31
Calls
$1.22M
Puts
–
Net Calls
+$1.22M
Net Calls Change
+$27K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$92.3M
2
SFC
Strategic Financial Concepts
Texas
+$30.9M
3
Morgan Stanley
Morgan Stanley
New York
+$16.6M
4
GA
GFS Advisors
Texas
+$12.9M
5
CA
Capital Advantage
California
+$12.9M

Top Sellers

1
CM
Cercano Management
Washington
-$11.1M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$7.71M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$5.82M
4
KWA
Kellett Wealth Advisors
Ohio
-$4.56M
5
Ameriprise
Ameriprise
Minnesota
-$4.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
51
Axiom Financial Strategies
Indiana
$5.34M -$7.15K -30 -0.1%
William Blair & Company
52
William Blair & Company
Illinois
$5.29M +$944K +3,962 +21%
ETC
53
Exchange Traded Concepts
Oklahoma
$5.11M +$22.4K +94 +0.4%
PAG
54
Private Advisor Group
New Jersey
$5.09M +$117K +492 +2%
KWM
55
Keebeck Wealth Management
Illinois
$4.92M -$316K -1,326 -6%
ACA
56
Aspire Capital Advisors
Washington
$4.77M +$460K +1,933 +11%
TFA
57
Tranquilli Financial Advisor
New Jersey
$4.66M -$125K -525 -3%
LNB
58
Ledyard National Bank
$4.54M -$866K -3,637 -16%
FSC
59
Full Sail Capital
Oklahoma
$4.37M -$298K -1,250 -6%
CC
60
Callan Capital
California
$4.08M -$139K -585 -3%
Creative Planning
61
Creative Planning
Kansas
$3.97M -$101K -423 -2%
UBS AM
62
UBS AM
Illinois
$3.95M +$4M +16,788 New
PFMU
63
Privium Fund Management (UK)
United Kingdom
$3.94M -$739K -3,100 -16%
FAP
64
Financial Advisory Partners
Florida
$3.93M -$26.9K -113 -0.7%
FDCDDQ
65
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.89M +$58.6K +246 +2%
Mariner
66
Mariner
Kansas
$3.79M -$154K -646 -4%
Pathstone Holdings
67
Pathstone Holdings
New Jersey
$3.76M +$47.6K +200 +1%
B
68
Bailard
California
$3.74M -$132K -553 -3%
Citadel Advisors
69
Citadel Advisors
Florida
$3.67M +$3.03M +12,713 +439%
MWM
70
Maltin Wealth Management
New Jersey
$3.66M +$33.6K +141 +0.9%
CFP
71
Curran Financial Partners
South Carolina
$3.62M -$5.72K -24 -0.2%
RL
72
Retireful LLC
Michigan
$3.57M +$3.62M +15,190 New
SL
73
Salomon & Ludwin
Virginia
$3.57M -$1.2M -5,029 -25%
Jane Street
74
Jane Street
New York
$3.55M +$3.6M +15,109 New
KAS
75
Kestra Advisory Services
Texas
$3.54M +$2.89M +12,112 +415%
1 2
3
4 5

VIS Hedge Fund Activity: Q2 2024 in Review

459 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Industrials ETF (VIS) for Q2 2024, worth a combined $2.87B — down 0.02% from $2.87B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new VIS positions and 31 closed out — a net gain of 13 holders — while 121 added to existing stakes and 151 trimmed.

The largest buyer was UBS Group, opening a new position worth an estimated $92.3M. The largest seller was Cercano Management, exiting entirely with an estimated $11.1M sold.

  • 459 institutional investors held Vanguard Industrials ETF (VIS) as of Q2 2024, up from 453 in Q1 2024.
  • Funds reported $2.87B of Vanguard Industrials ETF stock for Q2 2024, down 0.02% quarter-over-quarter.
  • 44 funds opened new Vanguard Industrials ETF positions in Q2 2024 and 31 closed out, a net change of +13 holders.
  • The largest Vanguard Industrials ETF buyer in Q2 2024 was UBS Group, an estimated $92.3M added.
  • The largest Vanguard Industrials ETF seller in Q2 2024 was Cercano Management, an estimated $11.1M sold.

Based on aggregated 13F filings for Q2 2024.