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Vanguard Industrials ETF

386 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, 112 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 22

167% more funds holding in top 10

Funds holding in top 10: 38 (+5)

24% more capital invested

Capital invested by funds: $1.66B → $2.06B (+$400M)

13% more funds holding

Funds holding: 342386 (+44)

3.19% more ownership

Funds ownership: 53.47%56.67% (+3.2%)

10% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 112

Holders
386
Holders Change
+44
Holders Change %
+12.87%
% 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
112
Closed
22
Calls
$1.48M
Puts
Net Calls
+$1.48M
Net Calls Change
+$676K
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
151
Opal Wealth Advisors
New York
$744K +$289K +1,613 +66%
CFGS
152
Concourse Financial Group Securities
Alabama
$744K +$9.48K +53 +1%
GWM
153
Gray Wealth Management
Maine
$738K -$29.3K -164 -4%
HSA
154
HBK Sorce Advisory
Pennsylvania
$731K +$348K +1,948 +95%
AF
155
Apexium Financial
Texas
$727K +$122K +680 +21%
GFPC
156
Global Financial Private Client
Florida
$723K +$21.1K +118 +3%
CFO
157
Collective Family Office
Pennsylvania
$709K -$192K -1,071 -22%
HCWM
158
Harrison & Co Wealth Management
Virginia
$700K -$53.8K -301 -7%
AAIM
159
Asset Advisors Investment Management
Georgia
$700K
WWM
160
Western Wealth Management
Colorado
$699K -$625K -3,495 -48%
NRI
161
NFP Retirement Inc
California
$680K +$12.9K +72 +2%
APP
162
Avantax Planning Partners
Iowa
$671K -$65.7K -367 -9%
KPWS
163
Kestra Private Wealth Services
Texas
$662K +$649K +3,627 New
BLC
164
Brown, Lisle/Cummings
Rhode Island
$644K -$89.4K -500 -12%
RWM
165
RBA Wealth Management
California
$641K +$19.9K +111 +3%
SB
166
Simmons Bank
Arkansas
$631K -$11.1K -62 -2%
CCG
167
Chatham Capital Group
Georgia
$630K +$25K +140 +4%
CSB
168
City State Bank
Iowa
$617K +$10.7K +60 +2%
GT
169
Glenmede Trust
Pennsylvania
$603K +$428K +2,392 +263%
FTS
170
Fifth Third Securities
Ohio
$596K -$135K -753 -19%
BHB
171
Bank Hapoalim BM
Israel
$595K -$81K -453 -12%
Lazard Asset Management
172
Lazard Asset Management
New York
$568K
MG
173
Mather Group
Illinois
$563K -$79.8K -446 -13%
NEWAS
174
N.E.W. Advisory Services
Wisconsin
$527K -$143K -800 -22%
FFL
175
Financial Freedom LLC
Ohio
$520K +$509K +2,846 New

VIS Hedge Fund Activity: Q4 2022 in Review

386 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Industrials ETF (VIS) for Q4 2022, worth a combined $2.06B — up 24% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new VIS positions and 22 closed out — a net gain of 53 holders — while 123 added to existing stakes and 112 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $41.7M. The largest seller was Prudential Financial, cutting an estimated $116M.

  • 386 institutional investors held Vanguard Industrials ETF (VIS) as of Q4 2022, up from 342 in Q3 2022.
  • Funds reported $2.06B of Vanguard Industrials ETF stock for Q4 2022, up 24% quarter-over-quarter.
  • 75 funds opened new Vanguard Industrials ETF positions in Q4 2022 and 22 closed out, a net change of +53 holders.
  • The largest Vanguard Industrials ETF buyer in Q4 2022 was Beacon Capital Management Inc (Ohio), an estimated $41.7M added.
  • The largest Vanguard Industrials ETF seller in Q4 2022 was Prudential Financial, an estimated $116M sold.

Based on aggregated 13F filings for Q4 2022.