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Vanguard Industrials ETF

293 hedge funds and large institutions have $2.33B invested in Vanguard Industrials ETF in 2020 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 99 increasing their positions, 65 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more call options, than puts

Call options by funds: $918K | Put options by funds: $289K

188% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 25

52% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 65

24% more capital invested

Capital invested by funds: $1.87B → $2.33B (+$457M)

18% more funds holding

Funds holding: 249293 (+44)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.25% less ownership

Funds ownership: 60.96%60.71% (-0.25%)

Holders
293
Holders Change
+44
Holders Change %
+17.67%
% of All Funds
5.18%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
72
Increased
99
Reduced
65
Closed
25
Calls
$918K
Puts
$289K
Net Calls
+$629K
Net Calls Change
-$765K
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
151
Atlas Capital Advisors
Wyoming
$509K +$18.1K +113 +4%
WA
152
Wealth Advisors
California
$508K +$250K +1,560 +109%
CIBC Private Wealth Group
153
CIBC Private Wealth Group
Georgia
$501K
NWS
154
Newport Wealth Strategies
California
$497K
NCM
155
Narwhal Capital Management
Georgia
$476K
CAM
156
Cresset Asset Management
Illinois
$453K +$427K +2,665 New
IC
157
Inscription Capital
Texas
$442K +$106K +663 +34%
BWP
158
Baldwin Wealth Partners
Massachusetts
$439K
AAS
159
Avantax Advisory Services
Texas
$430K -$153K -956 -27%
SC
160
Scotia Capital
Ontario, Canada
$424K +$399K +2,494 New
JIC
161
Johnson Investment Counsel
Ohio
$421K -$19.8K -124 -5%
SCG
162
Sonata Capital Group
Washington
$420K +$395K +2,470 New
Neuberger Berman Group
163
Neuberger Berman Group
New York
$417K +$52K +325 +15%
DC
164
Davenport & Co
Virginia
$410K +$3.52K +22 +0.9%
CAPTRUST Financial Advisors
165
CAPTRUST Financial Advisors
North Carolina
$406K +$326K +2,037 +580%
PJB
166
Paul John Balson
California
$402K +$379K +2,365 New
EW
167
Evoke Wealth
California
$400K
LFA
168
Lighthouse Financial Advisors
Maryland
$396K -$13.3K -83 -3%
CAG
169
Csenge Advisory Group
Florida
$394K -$648K -4,051 -64%
SSWM
170
Sheets Smith Wealth Management
North Carolina
$394K -$261K -1,631 -41%
BG
171
Berry Group
Massachusetts
$374K
NRI
172
NFP Retirement Inc
California
$363K +$8K +50 +2%
SPC
173
Sigma Planning Corp
Michigan
$355K +$335K +2,090 New
HCC
174
Hirtle Callaghan & Co
Pennsylvania
$341K
PMG
175
ProVise Management Group
Florida
$338K +$318K +1,989 New

VIS Hedge Fund Activity: Q4 2020 in Review

293 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Industrials ETF (VIS) for Q4 2020, worth a combined $2.33B — up 24% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new VIS positions and 25 closed out — a net gain of 47 holders — while 99 added to existing stakes and 65 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14M. The largest seller was Bank of America, cutting an estimated $8.16M.

  • 293 institutional investors held Vanguard Industrials ETF (VIS) as of Q4 2020, up from 249 in Q3 2020.
  • Funds reported $2.33B of Vanguard Industrials ETF stock for Q4 2020, up 24% quarter-over-quarter.
  • 72 funds opened new Vanguard Industrials ETF positions in Q4 2020 and 25 closed out, a net change of +47 holders.
  • The largest Vanguard Industrials ETF buyer in Q4 2020 was Morgan Stanley, an estimated $14M added.
  • The largest Vanguard Industrials ETF seller in Q4 2020 was Bank of America, an estimated $8.16M sold.

Based on aggregated 13F filings for Q4 2020.