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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
IA
101
IndexIQ Advisors
New York
$625K +$349K +2,419 +133%
IA
102
IFP Advisors
Florida
$619K -$1.16M -8,068 -66%
Vanguard Group
103
Vanguard Group
Pennsylvania
$607K +$4.33K +30 +0.7%
BFO
104
Boston Family Office
Massachusetts
$579K +$85K +590 +18%
BW
105
Bison Wealth
Georgia
$576K -$41.1K -285 -7%
AIM
106
Allen Investment Management
New York
$567K
WJA
107
Williams Jones & Associates
New York
$553K +$57.5K +399 +12%
UBS AM
108
UBS AM
Illinois
$548K +$100K +697 +23%
I
109
IberiaBank
Louisiana
$544K -$14.4K -100 -3%
LA
110
LVW Advisors
New York
$529K +$517K +3,584 New
BWP
111
Baldwin Wealth Partners
Massachusetts
$517K
OC
112
Oppenheimer & Co
New York
$513K +$22.3K +155 +5%
SB
113
Suntrust Banks
Georgia
$509K +$50.7K +352 +11%
ACM
114
Advisors Capital Management
New Jersey
$508K +$20.6K +143 +4%
MFW
115
Meristem Family Wealth
Minnesota
$483K
PP
116
Patten & Patten
Tennessee
$455K +$444K +3,080 New
NCM
117
Narwhal Capital Management
Georgia
$442K
US Bancorp
118
US Bancorp
Minnesota
$427K
CIBC Private Wealth Group
119
CIBC Private Wealth Group
Georgia
$409K +$42.5K +295 +12%
FC
120
Fulcrum Capital
Washington
$406K +$396K +2,750 New
BIA
121
Bigelow Investment Advisors
Maine
$387K +$10.1K +70 +3%
MGIA
122
Moneta Group Investment Advisors
Missouri
$382K +$307K +2,130 +464%
SPI
123
Santori & Peters Inc
Pennsylvania
$369K +$79.7K +553 +28%
CVM
124
Cheviot Value Management
California
$366K +$66K +458 +23%
FCFC
125
First Commonwealth Financial Corp
Pennsylvania
$355K

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.