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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
ASN
151
Advisory Services Network
Georgia
$169K +$4.47K +31 +3%
EWM
152
Endurance Wealth Management
Rhode Island
$162K
CFGS
153
Concourse Financial Group Securities
Alabama
$162K +$158K +1,095 New
WT
154
Whittier Trust
California
$157K +$77.3K +536 +101%
ML
155
McAdam LLC
Pennsylvania
$155K
FPB
156
First PREMIER Bank
South Dakota
$152K
Northwestern Mutual Wealth Management
157
Northwestern Mutual Wealth Management
Wisconsin
$148K +$5.91K +41 +4%
PA
158
Parallel Advisors
California
$125K +$10.7K +74 +10%
SFC
159
SYM Financial Corp
Indiana
$122K
CFA
160
Carroll Financial Associates
North Carolina
$119K
RFC
161
Regions Financial Corp
Alabama
$114K
SPIA
162
Steward Partners Investment Advisory
New York
$112K +$577 +4 +0.5%
EA
163
Elm Advisors
California
$103K +$101K +700 New
Deutsche Bank
164
Deutsche Bank
Germany
$101K +$25.5K +177 +35%
GRP
165
Global Retirement Partners
California
$84K
First Manhattan
166
First Manhattan
New York
$81K
VDFA
167
Vickerman & Driscoll Financial Advisors
Washington
$81K
KTC
168
Kistler-Tiffany Companies
Pennsylvania
$77K +$577 +4 +0.8%
WWMSC
169
Wagner Wealth Management (South Carolina)
South Carolina
$63K
AWM
170
Aevitas Wealth Management
Massachusetts
$60K +$29K +201 +100%
AA
171
AlphaMark Advisors
Kentucky
$57K
GWM
172
Geneos Wealth Management
Colorado
$57K +$11.5K +80 +26%
FHA
173
Flagship Harbor Advisors
Massachusetts
$55K -$240K -1,667 -82%
MSA
174
Marino Stram & Associates
Massachusetts
$54K -$24.1K -167 -31%
SBL
175
Sargent Bickham Lagudis
Colorado
$52K +$21.6K +150 +74%

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.