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Vanguard Industrials ETF

163 hedge funds and large institutions have $2.28B invested in Vanguard Industrials ETF in 2017 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 67 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more capital invested

Capital invested by funds: $1.31B → $2.28B (+$970M)

63% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 41

25.3% more ownership

Funds ownership: 42.82%68.12% (+25%)

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

0% more funds holding

Funds holding: 163163 (0)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

100% less call options, than puts

Call options by funds: $2K | Put options by funds: $524K

Holders
163
Holders Change
Holders Change %
0%
% of All Funds
4.06%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
17
Increased
67
Reduced
41
Closed
15
Calls
$2K
Puts
$524K
Net Calls
-$522K
Net Calls Change
-$959K
Name Holding Trade Value Shares
Change
Change in
Stake
JIC
76
Johnson Investment Counsel
Ohio
$630K +$27.3K +211 +5%
AAM
77
Autus Asset Management
Arizona
$628K +$80.4K +621 +15%
X
78
Xponance
Pennsylvania
$603K +$582K +4,498 New
CCM
79
Consolidated Capital Management
California
$598K +$12.2K +94 +2%
CB
80
Community Bank
New York
$591K
CIBC World Market
81
CIBC World Market
Ontario, Canada
$564K -$37.5K -290 -6%
MPWT
82
MassMutual Private Wealth & Trust
Connecticut
$550K +$531K +4,099 New
BW
83
Bison Wealth
Georgia
$548K
Citigroup
84
Citigroup
New York
$546K +$72.6K +561 +16%
AIM
85
Allen Investment Management
New York
$516K -$989K -7,638 -67%
SI
86
SII Investments
Wisconsin
$496K +$97.4K +752 +26%
I
87
IberiaBank
Louisiana
$495K
Koshinski Asset Management
88
Koshinski Asset Management
Illinois
$483K
BWP
89
Baldwin Wealth Partners
Massachusetts
$470K
MBT
90
Montecito Bank & Trust
California
$464K -$19.8K -153 -4%
GT
91
Greenleaf Trust
Michigan
$464K
CC
92
Callan Capital
California
$455K +$185K +1,428 +73%
ECM
93
Exchange Capital Management
Michigan
$409K +$190K +1,468 +93%
NCM
94
Narwhal Capital Management
Georgia
$409K +$395K +3,048 New
US Bancorp
95
US Bancorp
Minnesota
$387K -$17.6K -136 -5%
AWM
96
AE Wealth Management
Kansas
$370K +$43.8K +338 +14%
BFO
97
Boston Family Office
Massachusetts
$368K +$54.4K +420 +18%
AIM
98
Anchor Investment Management
South Carolina
$363K +$82.3K +636 +31%
SPC
99
Sigma Planning Corp
Michigan
$340K +$23.4K +181 +8%
CIBC Private Wealth Group
100
CIBC Private Wealth Group
Georgia
$335K +$323K +2,494 New

VIS Hedge Fund Activity: Q3 2017 in Review

163 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard Industrials ETF (VIS) for Q3 2017, worth a combined $2.28B — up 74% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new VIS positions and 15 closed out — a net gain of 2 holders — while 67 added to existing stakes and 41 trimmed.

The largest buyer was Bank of America, adding an estimated $902M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $7.34M.

  • 163 institutional investors held Vanguard Industrials ETF (VIS) as of Q3 2017, unchanged from Q2 2017.
  • Funds reported $2.28B of Vanguard Industrials ETF stock for Q3 2017, up 74% quarter-over-quarter.
  • 17 funds opened new Vanguard Industrials ETF positions in Q3 2017 and 15 closed out, a net change of +2 holders.
  • The largest Vanguard Industrials ETF buyer in Q3 2017 was Bank of America, an estimated $902M added.
  • The largest Vanguard Industrials ETF seller in Q3 2017 was Manulife (Manufacturers Life Insurance), an estimated $7.34M sold.

Based on aggregated 13F filings for Q3 2017.