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Vanguard Industrials ETF

342 hedge funds and large institutions have $1.66B invested in Vanguard Industrials ETF in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 94 increasing their positions, 116 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.77% more ownership

Funds ownership: 50.71%53.47% (+2.8%)

1% less capital invested

Capital invested by funds: $1.67B → $1.66B (-$19.1M)

4% less funds holding

Funds holding: 356342 (-14)

19% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 116

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

30% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 37

Holders
342
Holders Change
-14
Holders Change %
-3.93%
% of All Funds
5.89%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
26
Increased
94
Reduced
116
Closed
37
Calls
$803K
Puts
Net Calls
+$803K
Net Calls Change
-$520K
Name Holding Trade Value Shares
Change
Change in
Stake
WA
151
Wealth Advisors
California
$534K
CSB
152
City State Bank
Iowa
$523K +$72.3K +415 +14%
CCG
153
Chatham Capital Group
Georgia
$521K
AF
154
Apexium Financial
Texas
$520K +$575K +3,301 New
LIM
155
Leavell Investment Management
Alabama
$516K -$174 -1 -0%
NA
156
NewEdge Advisors
Louisiana
$493K +$1.39K +8 +0.3%
Lazard Asset Management
157
Lazard Asset Management
New York
$490K
Mercer Global Advisors
158
Mercer Global Advisors
Colorado
$488K +$12.9K +74 +2%
KC
159
Kinloch Capital
Virginia
$469K -$2.19M -12,553 -81%
AG
160
Ascent Group
Virginia
$469K +$348 +2 +0.1%
IFWM
161
Institute for Wealth Management
Colorado
$463K +$512K +2,940 New
MWA
162
Meridian Wealth Advisors
Texas
$454K -$69.7K -400 -12%
Comerica Bank
163
Comerica Bank
Texas
$452K -$6.62K -38 -1%
AAS
164
Ameritas Advisory Services
Nebraska
$449K +$22.6K +130 +5%
Northern Trust
165
Northern Trust
Illinois
$444K +$13.8K +79 +3%
NCM
166
Narwhal Capital Management
Georgia
$442K
HWM
167
HB Wealth Management
Georgia
$436K -$24.4K -140 -5%
DOA
168
D'Orazio & Associates
Virginia
$434K
Cetera Investment Advisers
169
Cetera Investment Advisers
Illinois
$430K -$1.36M -7,805 -74%
KCM
170
Kennicott Capital Management
California
$422K +$467K +2,681 New
YIH
171
Y-Intercept (HK)
Hong Kong
$416K +$460K +2,641 New
DC
172
Davenport & Co
Virginia
$415K
OSAM
173
O'Shaughnessy Asset Management
Connecticut
$415K +$459K +2,635 New
RWM
174
Ritholtz Wealth Management
New York
$415K +$459K +2,635 New
BWP
175
Baldwin Wealth Partners
Massachusetts
$407K

VIS Hedge Fund Activity: Q3 2022 in Review

342 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Vanguard Industrials ETF (VIS) for Q3 2022, worth a combined $1.66B — down 1.1% from $1.67B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of VIS and 26 opened new positions — a net loss of 11 holders — while 116 trimmed existing stakes and 94 added.

The largest buyer was Prudential Financial, adding an estimated $101M. The largest seller was Bank of America, cutting an estimated $20.6M.

  • 342 institutional investors held Vanguard Industrials ETF (VIS) as of Q3 2022, down from 356 in Q2 2022.
  • Funds reported $1.66B of Vanguard Industrials ETF stock for Q3 2022, down 1.1% quarter-over-quarter.
  • 26 funds opened new Vanguard Industrials ETF positions in Q3 2022 and 37 closed out, a net change of -11 holders.
  • The largest Vanguard Industrials ETF buyer in Q3 2022 was Prudential Financial, an estimated $101M added.
  • The largest Vanguard Industrials ETF seller in Q3 2022 was Bank of America, an estimated $20.6M sold.

Based on aggregated 13F filings for Q3 2022.