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Vanguard Industrials ETF
VIS

249 hedge funds and large institutions have $1.87B invested in Vanguard Industrials ETF in 2020 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 72 increasing their positions, 82 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

332% more call options, than puts

Call options by funds: $1.81M | Put options by funds: $420K

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

86% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 22

9% more capital invested

Capital invested by funds: $1.71B → $1.87B (+$159M)

8% more funds holding

Funds holding: 231 → 249 (+18)

0.25% less ownership

Funds ownership: 61.21% → 60.96% (-0.25%)

12% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 82

Holders
249
Holders Change
+18
Holders Change %
+7.79%
% of All Funds
5.02%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
41
Increased
72
Reduced
82
Closed
22
Calls
$1.81M
Puts
$420K
Net Calls
+$1.39M
Net Calls Change
+$1.07M

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$43M
2
Millennium Management
Millennium Management
New York
+$23.8M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$13.4M
4
Morgan Stanley
Morgan Stanley
New York
+$11.5M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$8.57M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$128M
2
Goldman Sachs
Goldman Sachs
New York
-$4.42M
3
Jane Street
Jane Street
New York
-$3.44M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.31M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
101
Spearhead Capital Advisors
Florida
$622K -$62.6K -444 -9%
Chevy Chase Trust
102
Chevy Chase Trust
Maryland
$620K -$235K -1,668 -28%
Creative Planning
103
Creative Planning
Kansas
$620K +$19.2K +136 +3%
SWP
104
Stratos Wealth Partners
Ohio
$616K -$184K -1,303 -23%
MML Investors Services
105
MML Investors Services
Massachusetts
$609K +$265K +1,876 +80%
SSWM
106
Sheets Smith Wealth Management
North Carolina
$572K +$557K +3,950 New
GFPC
107
Global Financial Private Client
Florida
$567K +$8.6K +61 +2%
SB
108
Simmons Bank
Arkansas
$562K -$16.9K -120 -3%
TLP
109
Trinity Legacy Partners
Texas
$539K +$501K +3,553 New
GWM
110
Gray Wealth Management
Maine
$534K -$7.05K -50 -1%
AAS
111
Avantax Advisory Services
Texas
$504K +$492K +3,488 New
APP
112
Avantax Planning Partners
Iowa
$501K – – –
ACM
113
Advisors Capital Management
New Jersey
$498K +$58.2K +413 +14%
NWS
114
Newport Wealth Strategies
California
$497K +$484K +3,430 New
IFWM
115
Institute for Wealth Management
Colorado
$493K -$236K -1,674 -33%
ETC
116
Exchange Traded Concepts
Oklahoma
$489K +$476K +3,375 New
DOA
117
D'Orazio & Associates
Virginia
$486K -$58.7K -416 -11%
NEWAS
118
N.E.W. Advisory Services
Wisconsin
$479K -$52.2K -370 -10%
RWM
119
RBA Wealth Management
California
$462K +$6.77K +48 +2%
CFGS
120
Concourse Financial Group Securities
Alabama
$455K -$3.38K -24 -0.8%
Lazard Asset Management
121
Lazard Asset Management
New York
$450K – – –
KTC
122
Kistler-Tiffany Companies
Pennsylvania
$450K +$231K +1,638 +111%
CA
123
Calton & Associates
Florida
$443K +$282 +2 +0.1%
CIBC Private Wealth Group
124
CIBC Private Wealth Group
Georgia
$427K +$416K +2,947 New
ACA
125
Atlas Capital Advisors
Wyoming
$417K -$24.1K -171 -6%
3 4
5
6 7

VIS Hedge Fund Activity: Q3 2020 in Review

249 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Vanguard Industrials ETF (VIS) for Q3 2020, worth a combined $1.87B — up 9.3% from $1.71B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new VIS positions and 22 closed out — a net gain of 19 holders — while 72 added to existing stakes and 82 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $43M. The largest seller was Bank of America, cutting an estimated $128M.

  • 249 institutional investors held Vanguard Industrials ETF (VIS) as of Q3 2020, up from 231 in Q2 2020.
  • Funds reported $1.87B of Vanguard Industrials ETF stock for Q3 2020, up 9.3% quarter-over-quarter.
  • 41 funds opened new Vanguard Industrials ETF positions in Q3 2020 and 22 closed out, a net change of +19 holders.
  • The largest Vanguard Industrials ETF buyer in Q3 2020 was Beacon Capital Management Inc (Ohio), an estimated $43M added.
  • The largest Vanguard Industrials ETF seller in Q3 2020 was Bank of America, an estimated $128M sold.

Based on aggregated 13F filings for Q3 2020.