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Vanguard Industrials ETF
VIS

386 hedge funds and large institutions have $2.06B invested in Vanguard Industrials ETF in 2022 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 123 increasing their positions, 112 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 22

167% more funds holding in top 10

Funds holding in top 10: 3 → 8 (+5)

24% more capital invested

Capital invested by funds: $1.66B → $2.06B (+$400M)

13% more funds holding

Funds holding: 342 → 386 (+44)

3.19% more ownership

Funds ownership: 53.47% → 56.67% (+3.2%)

10% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 112

Holders
386
Holders Change
+44
Holders Change %
+12.87%
% of All Funds
6.2%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.13%
New
75
Increased
123
Reduced
112
Closed
22
Calls
$1.48M
Puts
–
Net Calls
+$1.48M
Net Calls Change
+$676K

Top Buyers

Rank Fund Capital Flow
1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$41.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$21.5M
3
EDRH
Edmond de Rothschild Holding
Switzerland
+$14.7M
4
ETC
Exchange Traded Concepts
Oklahoma
+$10.5M
5
JMPWA
JP Morgan Private Wealth Advisors
California
+$9.13M

Top Sellers

Rank Fund Capital Flow
1
Prudential Financial
Prudential Financial
New Jersey
-$116M
2
Bank of America
Bank of America
North Carolina
-$49.7M
3
UBS Group
UBS Group
Switzerland
-$10.8M
4
Jane Street
Jane Street
New York
-$7.65M
5
Ameriprise
Ameriprise
Minnesota
-$7.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
UWM
76
USAdvisors Wealth Management
Minnesota
$2.23M +$818K +4,574 +60%
Cerity Partners
77
Cerity Partners
New York
$2.22M +$367K +2,053 +20%
SC
78
Sierra Capital
Florida
$2.19M – – –
BC
79
Bartlett & Co
Ohio
$2.19M – – –
BCWM
80
Bartlett & Co Wealth Management
Ohio
$2.19M – – –
BOPW
81
Brandywine Oak Private Wealth
Pennsylvania
$2.05M -$242K -1,353 -11%
Jane Street
82
Jane Street
New York
$2.05M -$7.65M -42,762 -79%
PWM
83
Praetorian Wealth Management
California
$2.03M -$105K -588 -5%
PAG
84
Private Advisor Group
New Jersey
$2M +$382K +2,134 +12%
LWM
85
Laidlaw Wealth Management
New York
$1.98M +$145K +812 +8%
MML Investors Services
86
MML Investors Services
Massachusetts
$1.97M +$227K +1,267 +13%
KTC
87
Kistler-Tiffany Companies
Pennsylvania
$1.96M -$61.9K -346 -3%
PA
88
Pinnacle Associates
New York
$1.91M -$21.1K -118 -1%
AIM
89
Anchor Investment Management
South Carolina
$1.86M +$39K +218 +2%
BF
90
BOK Financial
Oklahoma
$1.83M +$381K +2,127 +27%
RSWM
91
Robertson Stephens Wealth Management
California
$1.82M +$340K +1,901 +24%
MECA
92
Miller Equity Capital Advisors
Texas
$1.72M – – –
Fifth Third Bancorp
93
Fifth Third Bancorp
Ohio
$1.69M -$217K -1,213 -12%
AAS
94
Avantax Advisory Services
Texas
$1.65M +$793K +4,431 +96%
Citigroup
95
Citigroup
New York
$1.64M +$76.6K +428 +5%
WI
96
Wintrust Investments
Illinois
$1.63M +$50.6K +283 +3%
AWM
97
AE Wealth Management
Kansas
$1.63M -$69.1K -386 -4%
AG
98
Ascent Group
Virginia
$1.62M +$1.12M +6,240 +237%
TWC
99
TD Waterhouse Canada
Ontario, Canada
$1.58M -$976K -5,453 -39%
AI
100
Atria Investments
North Carolina
$1.55M +$1.52M +8,494 New
2 3
4
5 6

VIS Hedge Fund Activity: Q4 2022 in Review

386 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Industrials ETF (VIS) for Q4 2022, worth a combined $2.06B — up 24% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new VIS positions and 22 closed out — a net gain of 53 holders — while 123 added to existing stakes and 112 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $41.7M. The largest seller was Prudential Financial, cutting an estimated $116M.

  • 386 institutional investors held Vanguard Industrials ETF (VIS) as of Q4 2022, up from 342 in Q3 2022.
  • Funds reported $2.06B of Vanguard Industrials ETF stock for Q4 2022, up 24% quarter-over-quarter.
  • 75 funds opened new Vanguard Industrials ETF positions in Q4 2022 and 22 closed out, a net change of +53 holders.
  • The largest Vanguard Industrials ETF buyer in Q4 2022 was Beacon Capital Management Inc (Ohio), an estimated $41.7M added.
  • The largest Vanguard Industrials ETF seller in Q4 2022 was Prudential Financial, an estimated $116M sold.

Based on aggregated 13F filings for Q4 2022.