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Vanguard Industrials ETF

208 hedge funds and large institutions have $2.32B invested in Vanguard Industrials ETF in 2018 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 80 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 17

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

57% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 51

7% more funds holding

Funds holding: 194208 (+14)

4% less capital invested

Capital invested by funds: $2.4B → $2.32B (-$87.2M)

1.56% less ownership

Funds ownership: 66.67%65.12% (-1.6%)

Holders
208
Holders Change
+14
Holders Change %
+7.22%
% of All Funds
4.77%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
35
Increased
80
Reduced
51
Closed
17
Calls
$585K
Puts
Net Calls
+$585K
Net Calls Change
+$610K
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
151
Endurance Wealth Management
Rhode Island
$153K -$14.4K -100 -8%
HNB
152
Huntington National Bank
Ohio
$146K
PFA
153
Pathway Financial Advisors
Vermont
$145K +$95.1K +660 +172%
ML
154
McAdam LLC
Pennsylvania
$145K +$150K +1,044 New
CPA
155
Clear Perspective Advisors
Illinois
$137K -$31.4K -218 -18%
CFA
156
Carroll Financial Associates
North Carolina
$112K
VDFA
157
Vickerman & Driscoll Financial Advisors
Washington
$109K +$9.8K +68 +9%
RFC
158
Regions Financial Corp
Alabama
$108K -$16.3K -113 -13%
PA
159
Parallel Advisors
California
$108K
FPB
160
First PREMIER Bank
South Dakota
$85K +$19.9K +138 +29%
CCA
161
Clearwater Capital Advisors
Illinois
$83K +$86.3K +599 New
GRP
162
Global Retirement Partners
California
$79K
HR
163
Howe & Rusling
New York
$77K +$80.1K +556 New
First Manhattan
164
First Manhattan
New York
$76K
WT
165
Whittier Trust
California
$74K
MSA
166
Marino Stram & Associates
Massachusetts
$74K +$47.5K +330 +162%
KTC
167
Kistler-Tiffany Companies
Pennsylvania
$72K +$288 +2 +0.4%
BBHC
168
Brown Brothers Harriman & Co
New York
$69K +$71.2K +494 New
MOS
169
MGO One Seven
Ohio
$66K
BWA
170
BDO Wealth Advisors
Florida
$61K -$12.4K -86 -17%
FWM
171
Focused Wealth Management
New York
$55K +$10.5K +73 +22%
JCM
172
Jacobi Capital Management
Pennsylvania
$55K +$24.1K +167 +70%
SEI Investments
173
SEI Investments
Pennsylvania
$54K +$52K +361 +1,203%
AA
174
AlphaMark Advisors
Kentucky
$53K
KF
175
Krilogy Financial
Missouri
$52K +$144 +1 +0.3%

VIS Hedge Fund Activity: Q1 2018 in Review

208 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Vanguard Industrials ETF (VIS) for Q1 2018, worth a combined $2.32B — down 3.6% from $2.4B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new VIS positions and 17 closed out — a net gain of 18 holders — while 80 added to existing stakes and 51 trimmed.

The largest buyer was D'Orazio & Associates, adding an estimated $21.8M. The largest seller was Bank of America, cutting an estimated $25.6M.

  • 208 institutional investors held Vanguard Industrials ETF (VIS) as of Q1 2018, up from 194 in Q4 2017.
  • Funds reported $2.32B of Vanguard Industrials ETF stock for Q1 2018, down 3.6% quarter-over-quarter.
  • 35 funds opened new Vanguard Industrials ETF positions in Q1 2018 and 17 closed out, a net change of +18 holders.
  • The largest Vanguard Industrials ETF buyer in Q1 2018 was D'Orazio & Associates, an estimated $21.8M added.
  • The largest Vanguard Industrials ETF seller in Q1 2018 was Bank of America, an estimated $25.6M sold.

Based on aggregated 13F filings for Q1 2018.