VIS icon

Vanguard Industrials ETF
VIS

Overview Fund Activity

384 hedge funds and large institutions have $2.06B invested in Vanguard Industrials ETF in 2022 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 123 increasing their positions, 111 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
+44
Holders Change %
+12.94%
% of All Funds
6.2%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.13%
New
75
Increased
123
Reduced
111
Closed
22
Calls
$1.48M
Puts
–
Net Calls
+$1.48M
Net Calls Change
+$676K

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$46.1M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$34.2M
3
EDRH
Edmond de Rothschild Holding
Switzerland
$15M
4
ETC
Exchange Traded Concepts
Oklahoma
$10.7M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$22M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
$806K
2
Bank of America
Bank of America
North Carolina
$901M
3
UBS Group
UBS Group
Switzerland
$72.2M
4
Jane Street
Jane Street
New York
$2.05M
5
Ameriprise
Ameriprise
Minnesota
$21.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
151
Opal Wealth Advisors
New York
$744K +$295K +1,613 +66%
CFGS
152
Concourse Financial Group Securities
Alabama
$744K +$9.68K +53 +1%
GWM
153
Gray Wealth Management
Maine
$738K -$30K -164 -4%
HSA
154
HBK Sorce Advisory
Pennsylvania
$731K +$356K +1,948 +95%
AF
155
Apexium Financial
Texas
$727K +$124K +680 +21%
GFPC
156
Global Financial Private Client
Florida
$723K +$21.6K +118 +3%
CFO
157
Collective Family Office
Pennsylvania
$709K -$196K -1,071 -22%
HCWM
158
Harrison & Co Wealth Management
Virginia
$700K -$55K -301 -7%
AAIM
159
Asset Advisors Investment Management
Georgia
$700K – – –
WWM
160
Western Wealth Management
Colorado
$699K -$638K -3,495 -48%
NRI
161
NFP Retirement Inc
California
$680K +$13.2K +72 +2%
APP
162
Avantax Planning Partners
Iowa
$671K -$67K -367 -9%
KPWS
163
Kestra Private Wealth Services
Texas
$662K +$662K +3,627 New
BLC
164
Brown, Lisle/Cummings
Rhode Island
$644K -$91.3K -500 -12%
RWM
165
RBA Wealth Management
California
$641K +$20.3K +111 +3%
SB
166
Simmons Bank
Arkansas
$631K -$11.3K -62 -2%
CCG
167
Chatham Capital Group
Georgia
$630K +$25.6K +140 +4%
CSB
168
City State Bank
Iowa
$617K +$11K +60 +2%
GT
169
Glenmede Trust
Pennsylvania
$603K +$437K +2,392 +263%
FTS
170
Fifth Third Securities
Ohio
$596K -$138K -753 -19%
BHB
171
Bank Hapoalim BM
Israel
$595K -$82.7K -453 -12%
Lazard Asset Management
172
Lazard Asset Management
New York
$568K – – –
MG
173
Mather Group
Illinois
$563K -$81.5K -446 -13%
NEWAS
174
N.E.W. Advisory Services
Wisconsin
$527K -$146K -800 -22%
FFL
175
Financial Freedom LLC
Ohio
$520K +$520K +2,846 New
5 6
7
8 9