We are live on ! Find out more
VIS icon

Vanguard Industrials ETF

202 hedge funds and large institutions have $2.38B invested in Vanguard Industrials ETF in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 60 increasing their positions, 58 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $407K | Put options by funds: $231K

2.46% more ownership

Funds ownership: 65.12%67.58% (+2.5%)

3% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 58

3% more capital invested

Capital invested by funds: $2.32B → $2.38B (+$67.3M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

9% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 23

3% less funds holding

Funds holding: 208202 (-6)

Holders
202
Holders Change
-6
Holders Change %
-2.88%
% of All Funds
4.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
21
Increased
60
Reduced
58
Closed
23
Calls
$407K
Puts
$231K
Net Calls
+$176K
Net Calls Change
-$409K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
176
Aevitas Wealth Management
Massachusetts
$27K
AC
177
Avestar Capital
New York
$20K
SWM
178
SeaCrest Wealth Management
New York
$19K -$6.98K -50 -26%
TC
179
Trilogy Capital
California
$18K +$6.28K +45 +51%
IWP
180
Icon Wealth Partners
Texas
$18K +$18.6K +133 New
RFWA
181
RPg Family Wealth Advisory
Massachusetts
$16.3K +$16.7K +120 New
HR
182
Howe & Rusling
New York
$14K -$62.9K -451 -81%
HT
183
Heritage Trust
Oklahoma
$14K
SFSIG
184
San Francisco Sentry Investment Group
California
$14K
WF
185
WealthTrust Fairport
Ohio
$14K +$14.8K +106 New
AF
186
Allworth Financial
California
$13K
BFEC
187
Benjamin F. Edwards & Company
Missouri
$13K
GFP
188
Gryphon Financial Partners
Ohio
$10K
PCM
189
Peak Capital Management
Colorado
$10K +$10.3K +74 New
OIA
190
OneDigital Investment Advisors
Kansas
$9K
FCMT
191
Founders Capital Management (Texas)
Texas
$7K
OFW
192
Omnia Family Wealth
Florida
$6K +$4.47K +32 +267%
CPIG
193
Chicago Partners Investment Group
Illinois
$5K
WAP
194
Wealthcare Advisory Partners
Pennsylvania
$5K
ADL
195
Asset Dedication LLC
California
$4K
WAM
196
Wealthspire Advisors (Maryland)
Maryland
$4K
Carson Wealth (CWM LLC)
197
Carson Wealth (CWM LLC)
Nebraska
$3K -$189K -1,356 -99%
GTAM
198
Global Trust Asset Management
Florida
$3K
MAM
199
Meeder Asset Management
Ohio
$2.04K +$2.09K +15 New
RFM
200
Royal Fund Management
Florida
$2K +$2.23K +16 New

VIS Hedge Fund Activity: Q2 2018 in Review

202 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vanguard Industrials ETF (VIS) for Q2 2018, worth a combined $2.38B — up 2.9% from $2.32B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of VIS and 21 opened new positions — a net loss of 2 holders — while 58 trimmed existing stakes and 60 added.

The largest buyer was Bank of America, adding an estimated $121M. The largest seller was INVST, exiting entirely with an estimated $4.78M sold.

  • 202 institutional investors held Vanguard Industrials ETF (VIS) as of Q2 2018, down from 208 in Q1 2018.
  • Funds reported $2.38B of Vanguard Industrials ETF stock for Q2 2018, up 2.9% quarter-over-quarter.
  • 21 funds opened new Vanguard Industrials ETF positions in Q2 2018 and 23 closed out, a net change of -2 holders.
  • The largest Vanguard Industrials ETF buyer in Q2 2018 was Bank of America, an estimated $121M added.
  • The largest Vanguard Industrials ETF seller in Q2 2018 was INVST, an estimated $4.78M sold.

Based on aggregated 13F filings for Q2 2018.