We are live on ! Find out more
VIS icon

Vanguard Industrials ETF

386 hedge funds and large institutions have $2.31B invested in Vanguard Industrials ETF in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 104 increasing their positions, 123 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more call options, than puts

Call options by funds: $1.79M | Put options by funds: $843K

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

10% more capital invested

Capital invested by funds: $2.1B → $2.31B (+$208M)

2.71% more ownership

Funds ownership: 54.61%57.32% (+2.7%)

7% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 30

1% less funds holding

Funds holding: 389386 (-3)

15% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 123

Holders
386
Holders Change
-3
Holders Change %
-0.77%
% of All Funds
6.06%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
32
Increased
104
Reduced
123
Closed
30
Calls
$1.79M
Puts
$843K
Net Calls
+$945K
Net Calls Change
-$122K
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
151
Lido Advisors
California
$795K +$524K +2,743 +112%
NA
152
NewEdge Advisors
Louisiana
$794K -$104K -544 -12%
CFO
153
Collective Family Office
Pennsylvania
$787K -$9.56K -50 -1%
NRI
154
NFP Retirement Inc
California
$770K -$11.5K -60 -2%
AF
155
Apexium Financial
Texas
$766K -$17.2K -90 -2%
CF
156
Centaurus Financial
California
$754K -$225K -1,176 -24%
RWM
157
RBA Wealth Management
California
$753K +$8.03K +42 +1%
AAIM
158
Asset Advisors Investment Management
Georgia
$746K -$38.2K -200 -5%
BCA
159
Bray Capital Advisors
Florida
$721K -$191K -1,000 -22%
TC
160
TAP Consulting
Missouri
$718K +$668K +3,495 New
Koshinski Asset Management
161
Koshinski Asset Management
Illinois
$706K -$326K -1,706 -33%
CCG
162
Chatham Capital Group
Georgia
$693K
OCPWS
163
One Charles Private Wealth Services
Massachusetts
$687K +$102K +535 +19%
KPWS
164
Kestra Private Wealth Services
Texas
$682K +$38.4K +201 +6%
MG
165
Mather Group
Illinois
$679K +$43K +225 +7%
PCIA
166
Prime Capital Investment Advisors
Kansas
$670K +$229K +1,198 +58%
BLC
167
Brown, Lisle/Cummings
Rhode Island
$668K -$9.56K -50 -2%
FT
168
Fiduciary Trust
Massachusetts
$668K
SB
169
Simmons Bank
Arkansas
$667K -$33.6K -176 -5%
KAS
170
Kestra Advisory Services
Texas
$641K +$93.9K +491 +19%
FFN
171
Focus Financial Network
Minnesota
$641K +$316K +1,653 +114%
Lazard Asset Management
172
Lazard Asset Management
New York
$640K
APP
173
Avantax Planning Partners
Iowa
$637K -$265K -1,387 -31%
GIA
174
Guyasuta Investment Advisors
Pennsylvania
$629K +$134K +700 +30%
GT
175
Glenmede Trust
Pennsylvania
$611K

VIS Hedge Fund Activity: Q2 2023 in Review

386 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Industrials ETF (VIS) for Q2 2023, worth a combined $2.31B — up 9.9% from $2.1B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new VIS positions and 30 closed out — a net gain of 2 holders — while 104 added to existing stakes and 123 trimmed.

The largest buyer was Prostatis Group, opening a new position worth an estimated $38.1M. The largest seller was Polianta Ltd, exiting entirely with an estimated $8.48M sold.

  • 386 institutional investors held Vanguard Industrials ETF (VIS) as of Q2 2023, down from 389 in Q1 2023.
  • Funds reported $2.31B of Vanguard Industrials ETF stock for Q2 2023, up 9.9% quarter-over-quarter.
  • 32 funds opened new Vanguard Industrials ETF positions in Q2 2023 and 30 closed out, a net change of +2 holders.
  • The largest Vanguard Industrials ETF buyer in Q2 2023 was Prostatis Group, an estimated $38.1M added.
  • The largest Vanguard Industrials ETF seller in Q2 2023 was Polianta Ltd, an estimated $8.48M sold.

Based on aggregated 13F filings for Q2 2023.