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Vanguard Industrials ETF
VIS

Overview Fund Activity

422 hedge funds and large institutions have $2.48B invested in Vanguard Industrials ETF in 2023 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 107 increasing their positions, 148 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
+26
Holders Change %
+6.57%
% of All Funds
6.19%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
64
Increased
107
Reduced
148
Closed
31
Calls
$1.61M
Puts
$242K
Net Calls
+$1.37M
Net Calls Change
+$85K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$232M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$37.6M
3
AAS
Ameritas Advisory Services
Nebraska
$12.7M
4
DWP
Destiny Wealth Partners
Florida
$10.8M
5
HighTower Advisors
HighTower Advisors
Illinois
$17.8M

Top Sellers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$50.6M
2
Bank of America
Bank of America
North Carolina
$930M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$26M
4
Osaic Holdings
Osaic Holdings
Arizona
$21.3M
5
Wells Fargo
Wells Fargo
California
$92.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
151
Calton & Associates
Florida
$1.11M +$1.11M +5,019 New
PWAC
152
Private Wealth Advisors (California)
California
$1.09M -$337K -1,529 -24%
PFS
153
Prospera Financial Services
Texas
$1.09M +$483K +2,191 +80%
CAI
154
Capital Advisors Inc
Oklahoma
$1.03M – – –
SCG
155
Sonata Capital Group
Washington
$981K -$22K -100 -2%
CB
156
Community Bank
New York
$981K – – –
DFG
157
Delta Financial Group
New Jersey
$976K +$3.08K +14 +0.3%
Neuberger Berman Group
158
Neuberger Berman Group
New York
$961K – – –
OCPWS
159
One Charles Private Wealth Services
Massachusetts
$955K +$167K +756 +21%
MFFIA
160
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$948K – – –
Renaissance Technologies
161
Renaissance Technologies
New York
$904K – – –
CF
162
Centaurus Financial
California
$875K +$441 +2 +0.1%
PA
163
Pinnacle Associates
New York
$864K -$37.5K -170 -4%
WWM
164
Western Wealth Management
Colorado
$863K +$882 +4 +0.1%
ITB
165
Idaho Trust Bank
Idaho
$855K -$364K -1,652 -30%
BCM
166
Barometer Capital Management
Ontario, Canada
$819K +$114K +517 +16%
SI
167
Saxon Interests
Texas
$818K +$818K +3,709 New
BCM
168
Brookstone Capital Management
Illinois
$814K +$814K +3,694 New
NRI
169
NFP Retirement Inc
California
$802K +$8.37K +38 +1%
AF
170
Apexium Financial
Texas
$801K -$15.7K -71 -2%
GWM
171
Gray Wealth Management
Maine
$780K -$78.9K -358 -9%
SS
172
Simplicity Solutions
Minnesota
$771K -$2M -9,093 -72%
BFG
173
Bleakley Financial Group
New Jersey
$771K -$2M -9,093 -72%
Wealth Enhancement Advisory Services
174
Wealth Enhancement Advisory Services
Minnesota
$767K -$5.82M -26,386 -88%
OIA
175
OneDigital Investment Advisors
Kansas
$765K +$158K +717 +26%
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7
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