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Vanguard Industrials ETF

424 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, 108 increasing their positions, 148 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

567% more call options, than puts

Call options by funds: $1.61M | Put options by funds: $242K

106% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 31

7% more funds holding

Funds holding: 398424 (+26)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0% less capital invested

Capital invested by funds: $2.49B → $2.48B (-$11.3M)

3.54% less ownership

Funds ownership: 59.44%55.91% (-3.5%)

27% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 148

Holders
424
Holders Change
+26
Holders Change %
+6.53%
% of All Funds
6.18%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
64
Increased
108
Reduced
148
Closed
31
Calls
$1.61M
Puts
$242K
Net Calls
+$1.37M
Net Calls Change
+$85K
Name Holding Trade Value Shares
Change
Change in
Stake
CA
151
Calton & Associates
Florida
$1.11M +$1.01M +5,019 New
PWAC
152
Private Wealth Advisors (California)
California
$1.09M -$308K -1,529 -24%
PFS
153
Prospera Financial Services
Texas
$1.09M +$442K +2,191 +80%
CAI
154
Capital Advisors Inc
Oklahoma
$1.03M
SCG
155
Sonata Capital Group
Washington
$981K -$20.2K -100 -2%
CB
156
Community Bank
New York
$981K
DFG
157
Delta Financial Group
New Jersey
$976K +$2.82K +14 +0.3%
Neuberger Berman Group
158
Neuberger Berman Group
New York
$961K
OCPWS
159
One Charles Private Wealth Services
Massachusetts
$955K +$152K +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 +$403 +2 +0.1%
PA
163
Pinnacle Associates
New York
$864K -$34.3K -170 -4%
WWM
164
Western Wealth Management
Colorado
$863K +$806 +4 +0.1%
ITB
165
Idaho Trust Bank
Idaho
$855K -$333K -1,652 -30%
BCM
166
Barometer Capital Management
Ontario, Canada
$819K +$104K +517 +16%
SI
167
Saxon Interests
Texas
$818K +$747K +3,709 New
BCM
168
Brookstone Capital Management
Illinois
$814K +$744K +3,694 New
NRI
169
NFP Retirement Inc
California
$802K +$7.66K +38 +1%
AF
170
Apexium Financial
Texas
$801K -$14.3K -71 -2%
GWM
171
Gray Wealth Management
Maine
$780K -$72.2K -358 -9%
BFG
172
Bleakley Financial Group
New Jersey
$771K -$1.83M -9,093 -72%
SS
173
Simplicity Solutions
Minnesota
$771K -$1.83M -9,093 -72%
Wealth Enhancement Advisory Services
174
Wealth Enhancement Advisory Services
Minnesota
$767K -$5.32M -26,386 -88%
OIA
175
OneDigital Investment Advisors
Kansas
$765K +$145K +717 +26%