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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
UBS AM
126
UBS AM
Illinois
$138K +$43.5K +336 +48%
DOA
127
D'Orazio & Associates
Virginia
$120K
BP
128
Ballentine Partners
Massachusetts
$112K
CFA
129
Carroll Financial Associates
North Carolina
$109K
PA
130
Parallel Advisors
California
$103K +$38.8K +300 +63%
AP
131
Advisors Preferred
Maryland
$102K +$98.8K +763 New
OFW
132
Omnia Family Wealth
Florida
$94K +$388 +3 +0.4%
Northwestern Mutual Wealth Management
133
Northwestern Mutual Wealth Management
Wisconsin
$78K -$102K -784 -57%
GRP
134
Global Retirement Partners
California
$75K +$259 +2 +0.4%
BWA
135
BDO Wealth Advisors
Florida
$75K +$7.77K +60 +12%
First Manhattan
136
First Manhattan
New York
$73K +$12.9K +100 +22%
WT
137
Whittier Trust
California
$71K
KTC
138
Kistler-Tiffany Companies
Pennsylvania
$69K +$259 +2 +0.4%
AA
139
AlphaMark Advisors
Kentucky
$68K
FPB
140
First PREMIER Bank
South Dakota
$63K
PVH
141
Psagot Value Holdings
Israel
$58K
SIA
142
Spruce Investment Advisors
Connecticut
$56K
GWM
143
Geneos Wealth Management
Colorado
$51K
KF
144
Krilogy Financial
Missouri
$50K +$129 +1 +0.3%
SEI Investments
145
SEI Investments
Pennsylvania
$41K +$33.7K +260 +578%
SBL
146
Sargent Bickham Lagudis
Colorado
$38K +$1.04K +8 +3%
CAPTRUST Financial Advisors
147
CAPTRUST Financial Advisors
North Carolina
$37K +$32.1K +248 +1,240%
AC
148
Alexandria Capital
Virginia
$33K
BBHC
149
Brown Brothers Harriman & Co
New York
$33K
JCM
150
Jacobi Capital Management
Pennsylvania
$33K

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.