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Vanguard Industrials ETF
VIS

458 hedge funds and large institutions have $3.16B invested in Vanguard Industrials ETF in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 139 increasing their positions, 148 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 36

10% more capital invested

Capital invested by funds: $2.87B → $3.16B (+$296M)

8% more funds holding in top 10

Funds holding in top 10: 13 → 14 (+1)

0.1% less ownership

Funds ownership: 56.69% → 56.59% (-0.1%)

0% less funds holding

Funds holding: 459 → 458 (-1)

6% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 148

Holders
458
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
6.58%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.2%
New
42
Increased
139
Reduced
148
Closed
36
Calls
$624K
Puts
–
Net Calls
+$624K
Net Calls Change
-$599K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$54.6M
2
MW
Marks Wealth
Maryland
+$10.8M
3
Ameriprise
Ameriprise
Minnesota
+$7.98M
4
PCH
PGIM Custom Harvest
New Jersey
+$7.98M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$7.55M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$74.7M
2
EDRH
Edmond de Rothschild Holding
Switzerland
-$12.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.3M
4
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$7.43M
5
JP Morgan Chase
JP Morgan Chase
New York
-$4.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
151
MontVue Capital Management
Virginia
$1.19M -$2.2K -9 -0.2%
P
152
&Partners
Tennessee
$1.16M +$834K +3,405 +319%
CB
153
Community Bank
New York
$1.14M -$12.2K -50 -1%
MFFIA
154
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$1.12M – – –
HI
155
Harbour Investments
Wisconsin
$1.11M +$9.79K +40 +0.9%
EH
156
Equitable Holdings
New York
$1.11M -$41.4K -169 -4%
WPW
157
Waldron Private Wealth
Pennsylvania
$1.1M +$735 +3 +0.1%
ITB
158
Idaho Trust Bank
Idaho
$1.09M +$15.9K +65 +2%
HNWAG
159
High Net Worth Advisory Group
Florida
$1.08M +$187K +763 +22%
CCG
160
Chatham Capital Group
Georgia
$1.08M +$12.2K +50 +1%
SC
161
SouthState Corp
Florida
$1.07M – – –
IFG
162
Independent Financial Group
California
$1.06M +$228K +933 +30%
CFO
163
Collective Family Office
Pennsylvania
$1.06M -$67.3K -275 -6%
UWM
164
USAdvisors Wealth Management
Minnesota
$993K -$29.1K -119 -3%
CIBC World Market
165
CIBC World Market
Ontario, Canada
$992K -$190K -776 -17%
WWM
166
Western Wealth Management
Colorado
$966K +$6.86K +28 +0.8%
EFS
167
Essex Financial Services
Connecticut
$959K +$17.4K +71 +2%
CA
168
Calton & Associates
Florida
$959K -$236K -962 -21%
AF
169
Apexium Financial
Texas
$954K +$3.18K +13 +0.4%
DFG
170
Delta Financial Group
New Jersey
$934K +$167K +683 +23%
CFD
171
Creative Financial Designs
Indiana
$923K +$58K +237 +7%
GPFA
172
Game Plan Financial Advisors
Ohio
$913K +$41.6K +170 +5%
CF
173
Centaurus Financial
California
$894K -$17.4K -71 -2%
Koshinski Asset Management
174
Koshinski Asset Management
Illinois
$888K – – –
SI
175
Saxon Interests
Texas
$886K – – –
5 6
7
8 9

VIS Hedge Fund Activity: Q3 2024 in Review

458 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Industrials ETF (VIS) for Q3 2024, worth a combined $3.16B — up 10% from $2.87B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new VIS positions and 36 closed out — a net gain of 6 holders — while 139 added to existing stakes and 148 trimmed.

The largest buyer was UBS Group, adding an estimated $54.6M. The largest seller was Bank of America, cutting an estimated $74.7M.

  • 458 institutional investors held Vanguard Industrials ETF (VIS) as of Q3 2024, down from 459 in Q2 2024.
  • Funds reported $3.16B of Vanguard Industrials ETF stock for Q3 2024, up 10% quarter-over-quarter.
  • 42 funds opened new Vanguard Industrials ETF positions in Q3 2024 and 36 closed out, a net change of +6 holders.
  • The largest Vanguard Industrials ETF buyer in Q3 2024 was UBS Group, an estimated $54.6M added.
  • The largest Vanguard Industrials ETF seller in Q3 2024 was Bank of America, an estimated $74.7M sold.

Based on aggregated 13F filings for Q3 2024.