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Vanguard Industrials ETF

207 hedge funds and large institutions have $2.79B invested in Vanguard Industrials ETF in 2018 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 87 increasing their positions, 46 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 46

27% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 22

17% more capital invested

Capital invested by funds: $2.38B → $2.79B (+$405M)

2% more funds holding

Funds holding: 202207 (+5)

2.02% more ownership

Funds ownership: 67.58%69.59% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
207
Holders Change
+5
Holders Change %
+2.48%
% of All Funds
4.73%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
28
Increased
87
Reduced
46
Closed
22
Calls
$783K
Puts
Net Calls
+$783K
Net Calls Change
+$607K
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
176
BDO Wealth Advisors
Florida
$49K -$18.6K -129 -28%
KF
177
Krilogy Financial
Missouri
$49K +$47.9K +332 New
FWM
178
Focused Wealth Management
New York
$46K +$3.75K +26 +9%
APA
179
American Portfolios Advisors
New York
$44K -$1.15K -8 -3%
JCM
180
Jacobi Capital Management
Pennsylvania
$43K +$432 +3 +1%
NFG
181
Next Financial Group
Texas
$41K +$40.2K +279 New
CAPTRUST Financial Advisors
182
CAPTRUST Financial Advisors
North Carolina
$40K +$288 +2 +0.7%
WSTAM
183
Wilbanks Smith & Thomas Asset Management
Virginia
$32K +$31K +215 New
PG
184
Proffitt & Goodson
Tennessee
$28K +$27.4K +190 New
TC
185
Trilogy Capital
California
$27K +$6.63K +46 +34%
Parallax Volatility Advisers
186
Parallax Volatility Advisers
California
$26K +$25.4K +176 +17,600%
TNBTD
187
Trustmark National Bank Trust Department
Mississippi
$24K +$23.1K +160 New
GP
188
Girard Partners
Pennsylvania
$23K +$22.5K +156 New
AC
189
Avestar Capital
New York
$22K
SWM
190
SeaCrest Wealth Management
New York
$21K
WF
191
WealthTrust Fairport
Ohio
$16K
HT
192
Heritage Trust
Oklahoma
$15K
SFSIG
193
San Francisco Sentry Investment Group
California
$15K
TAIM
194
TD Ameritrade Investment Management
Nebraska
$15K +$11.8K +82 +456%
AF
195
Allworth Financial
California
$14K
BFEC
196
Benjamin F. Edwards & Company
Missouri
$14K
FCMT
197
Founders Capital Management (Texas)
Texas
$7K
WAP
198
Wealthcare Advisory Partners
Pennsylvania
$6K
OFW
199
Omnia Family Wealth
Florida
$5K -$1.73K -12 -27%
CPIG
200
Chicago Partners Investment Group
Illinois
$5K

VIS Hedge Fund Activity: Q3 2018 in Review

207 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Vanguard Industrials ETF (VIS) for Q3 2018, worth a combined $2.79B — up 17% from $2.38B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new VIS positions and 22 closed out — a net gain of 6 holders — while 87 added to existing stakes and 46 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $94.4M. The largest seller was Morgan Stanley, cutting an estimated $3.57M.

  • 207 institutional investors held Vanguard Industrials ETF (VIS) as of Q3 2018, up from 202 in Q2 2018.
  • Funds reported $2.79B of Vanguard Industrials ETF stock for Q3 2018, up 17% quarter-over-quarter.
  • 28 funds opened new Vanguard Industrials ETF positions in Q3 2018 and 22 closed out, a net change of +6 holders.
  • The largest Vanguard Industrials ETF buyer in Q3 2018 was Fisher Asset Management, an estimated $94.4M added.
  • The largest Vanguard Industrials ETF seller in Q3 2018 was Morgan Stanley, an estimated $3.57M sold.

Based on aggregated 13F filings for Q3 2018.