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Vanguard Industrials ETF

453 hedge funds and large institutions have $2.87B invested in Vanguard Industrials ETF in 2024 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 136 increasing their positions, 135 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

445% more call options, than puts

Call options by funds: $1.47M | Put options by funds: $269K

110% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 31

50% more funds holding in top 10

Funds holding in top 10: 1015 (+5)

15% more capital invested

Capital invested by funds: $2.48B → $2.87B (+$384M)

7% more funds holding

Funds holding: 424453 (+29)

1% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 135

1.45% less ownership

Funds ownership: 55.91%54.46% (-1.4%)

Holders
453
Holders Change
+29
Holders Change %
+6.84%
% of All Funds
6.53%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.22%
New
65
Increased
136
Reduced
135
Closed
31
Calls
$1.47M
Puts
$269K
Net Calls
+$1.2M
Net Calls Change
-$176K
Name Holding Trade Value Shares
Change
Change in
Stake
GWA
76
GGM Wealth Advisors
Maryland
$3.65M +$3.42M +15,074 New
KC
77
Kinloch Capital
Virginia
$3.57M +$612K +2,696 +23%
AAS
78
Avantax Advisory Services
Texas
$3.44M +$1.12M +4,918 +54%
Fidelity Investments
79
Fidelity Investments
Massachusetts
$3.39M +$1.01M +4,435 +47%
SSWM
80
Sheets Smith Wealth Management
North Carolina
$3.37M +$3.13M +13,798 New
AIM
81
Anchor Investment Management
South Carolina
$3.25M -$2.27K -10 -0.1%
FIA
82
Foundations Investment Advisors
Arizona
$3.23M +$42.7K +188 +1%
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$3.22M +$45K +198 +2%
PNC
84
Park National Corp
Ohio
$3.19M -$369K -1,624 -11%
VWA
85
Visionary Wealth Advisors
Illinois
$3.06M -$3.05M -13,416 -52%
Baird Financial Group
86
Baird Financial Group
Wisconsin
$3.06M -$85.9K -378 -3%
WA
87
WBH Advisory
Maryland
$2.99M -$20.2K -89 -0.7%
SC
88
Sierra Capital
Florida
$2.93M
BCWM
89
Bartlett & Co Wealth Management
Ohio
$2.93M
CAM
90
Cresset Asset Management
Illinois
$2.89M +$1.2M +5,288 +81%
SC
91
Syon Capital
California
$2.85M -$3.06M -13,473 -54%
PWM
92
Praetorian Wealth Management
California
$2.78M -$25.2K -111 -1%
CIA
93
Concurrent Investment Advisors
Florida
$2.74M -$465K -2,047 -15%
MWM
94
Mittelman Wealth Management
Massachusetts
$2.71M +$2.52M +11,098 New
MML Investors Services
95
MML Investors Services
Massachusetts
$2.59M +$683K +3,008 +39%
NAM
96
NorthCrest Asset Manangement
Minnesota
$2.54M -$8.86K -39 -0.4%
BOPW
97
Brandywine Oak Private Wealth
Pennsylvania
$2.51M -$18.4K -81 -0.8%
CAPTRUST Financial Advisors
98
CAPTRUST Financial Advisors
North Carolina
$2.49M -$5.59M -24,602 -71%
Citigroup
99
Citigroup
New York
$2.41M +$16.4K +72 +0.7%
JF
100
Joule Financial
Kentucky
$2.37M +$201K +885 +10%

VIS Hedge Fund Activity: Q1 2024 in Review

453 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Industrials ETF (VIS) for Q1 2024, worth a combined $2.87B — up 15% from $2.48B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new VIS positions and 31 closed out — a net gain of 34 holders — while 136 added to existing stakes and 135 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $110M. The largest seller was Morgan Stanley, cutting an estimated $115M.

  • 453 institutional investors held Vanguard Industrials ETF (VIS) as of Q1 2024, up from 424 in Q4 2023.
  • Funds reported $2.87B of Vanguard Industrials ETF stock for Q1 2024, up 15% quarter-over-quarter.
  • 65 funds opened new Vanguard Industrials ETF positions in Q1 2024 and 31 closed out, a net change of +34 holders.
  • The largest Vanguard Industrials ETF buyer in Q1 2024 was Beacon Capital Management Inc (Ohio), an estimated $110M added.
  • The largest Vanguard Industrials ETF seller in Q1 2024 was Morgan Stanley, an estimated $115M sold.

Based on aggregated 13F filings for Q1 2024.