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Vanguard Industrials ETF

221 hedge funds and large institutions have $2.3B invested in Vanguard Industrials ETF in 2019 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 66 increasing their positions, 71 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

495% more call options, than puts

Call options by funds: $1.75M | Put options by funds: $294K

38% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 24

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

14% more capital invested

Capital invested by funds: $2.01B → $2.3B (+$288M)

4% more funds holding

Funds holding: 213221 (+8)

0.51% more ownership

Funds ownership: 66.74%67.25% (+0.51%)

7% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 71

Holders
221
Holders Change
+8
Holders Change %
+3.76%
% of All Funds
4.78%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
33
Increased
66
Reduced
71
Closed
24
Calls
$1.75M
Puts
$294K
Net Calls
+$1.46M
Net Calls Change
+$721K
Name Holding Trade Value Shares
Change
Change in
Stake
TLP
151
Trinity Legacy Partners
Texas
$221K +$213K +1,577 New
DWM
152
Doyle Wealth Management
Florida
$220K +$71.3K +527 +52%
BRWA
153
B. Riley Wealth Advisors
Florida
$219K +$211K +1,560 New
SPC
154
Sigma Planning Corp
Michigan
$215K +$208K +1,537 New
RJT
155
Raymond James Trust
Florida
$211K +$204K +1,505 New
FT
156
Fiduciary Trust
Massachusetts
$204K +$198K +1,461 New
RMAM
157
Raab & Moskowitz Asset Management
New Jersey
$202K -$50.5K -373 -21%
PCG
158
Private Capital Group
Connecticut
$172K -$17.3K -128 -9%
First Manhattan
159
First Manhattan
New York
$167K +$87.9K +650 +118%
MCM
160
Manchester Capital Management
Vermont
$162K
HNB
161
Huntington National Bank
Ohio
$147K
ASN
162
Advisory Services Network
Georgia
$146K +$135 +1 +0.1%
IA
163
IFP Advisors
Florida
$133K -$170K -1,259 -57%
WT
164
Whittier Trust
California
$131K +$1.22K +9 +1%
SFC
165
SYM Financial Corp
Indiana
$116K
CFA
166
Carroll Financial Associates
North Carolina
$113K
PA
167
Parallel Advisors
California
$84K
WCM
168
WealthBridge Capital Management
Ohio
$81K
GRP
169
Global Retirement Partners
California
$80K
KTC
170
Kistler-Tiffany Companies
Pennsylvania
$74K +$406 +3 +0.6%
AA
171
AlphaMark Advisors
Kentucky
$54K
BWA
172
BDO Wealth Advisors
Florida
$49K
Carson Wealth (CWM LLC)
173
Carson Wealth (CWM LLC)
Nebraska
$49K +$17.9K +132 +115%
FWM
174
Focused Wealth Management
New York
$45K
LWM
175
Liberty Wealth Management
California
$44K +$271 +2 +0.6%

VIS Hedge Fund Activity: Q1 2019 in Review

221 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Vanguard Industrials ETF (VIS) for Q1 2019, worth a combined $2.3B — up 14% from $2.01B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new VIS positions and 24 closed out — a net gain of 9 holders — while 66 added to existing stakes and 71 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $160M. The largest seller was Bank of America, cutting an estimated $166M.

  • 221 institutional investors held Vanguard Industrials ETF (VIS) as of Q1 2019, up from 213 in Q4 2018.
  • Funds reported $2.3B of Vanguard Industrials ETF stock for Q1 2019, up 14% quarter-over-quarter.
  • 33 funds opened new Vanguard Industrials ETF positions in Q1 2019 and 24 closed out, a net change of +9 holders.
  • The largest Vanguard Industrials ETF buyer in Q1 2019 was Beacon Capital Management Inc (Ohio), an estimated $160M added.
  • The largest Vanguard Industrials ETF seller in Q1 2019 was Bank of America, an estimated $166M sold.

Based on aggregated 13F filings for Q1 2019.