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Vanguard Industrials ETF

221 hedge funds and large institutions have $2.3B invested in Vanguard Industrials ETF in 2019 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 66 increasing their positions, 71 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

495% more call options, than puts

Call options by funds: $1.75M | Put options by funds: $294K

38% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 24

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

14% more capital invested

Capital invested by funds: $2.01B → $2.3B (+$288M)

4% more funds holding

Funds holding: 213221 (+8)

0.51% more ownership

Funds ownership: 66.74%67.25% (+0.51%)

7% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 71

Holders
221
Holders Change
+8
Holders Change %
+3.76%
% of All Funds
4.78%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
33
Increased
66
Reduced
71
Closed
24
Calls
$1.75M
Puts
$294K
Net Calls
+$1.46M
Net Calls Change
+$721K
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
176
PRW Wealth Management
Massachusetts
$43K
GWM
177
Geneos Wealth Management
Colorado
$42K -$10.8K -80 -21%
AWM
178
Aevitas Wealth Management
Massachusetts
$42K +$135 +1 +0.3%
GSWM
179
Golden State Wealth Management
California
$41K +$40K +296 New
JCM
180
Jacobi Capital Management
Pennsylvania
$34K
BFEC
181
Benjamin F. Edwards & Company
Missouri
$29K
QAM
182
QCI Asset Management
New York
$29K
SBL
183
Sargent Bickham Lagudis
Colorado
$29K
BlackRock
184
BlackRock
New York
$29K +$28.3K +209 New
DWA
185
Dougherty Wealth Advisers
Minnesota
$28K
RIA
186
Realta Investment Advisors
Delaware
$28K +$27.5K +203 New
FCA
187
FinTrust Capital Advisors
South Carolina
$27K
MA
188
MUFG Americas
New York
$24K +$13.5K +100 +133%
MSA
189
Marino Stram & Associates
Massachusetts
$23K -$27.6K -204 -56%
PWMG
190
Prestige Wealth Management Group
New Jersey
$22K
TNBTD
191
Trustmark National Bank Trust Department
Mississippi
$22K
AF
192
Advisornet Financial
Minnesota
$22K +$21.4K +158 New
AC
193
Avestar Capital
New York
$21K
RFWA
194
RPg Family Wealth Advisory
Massachusetts
$19K +$18.4K +136 New
IWP
195
Icon Wealth Partners
Texas
$19K +$18K +133 New
LA
196
Legacy Advisors
Pennsylvania
$19K +$18.3K +135 New
BWM
197
BerganKDV Wealth Management
Minnesota
$17K
ME
198
McIlrath & Eck
Washington
$17K +$16.8K +124 New
TAIM
199
TD Ameritrade Investment Management
Nebraska
$16K +$15.2K +112 New
IWA
200
Intercontinental Wealth Advisors
Texas
$16K +$15.3K +113 New

VIS Hedge Fund Activity: Q1 2019 in Review

221 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Vanguard Industrials ETF (VIS) for Q1 2019, worth a combined $2.3B — up 14% from $2.01B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new VIS positions and 24 closed out — a net gain of 9 holders — while 66 added to existing stakes and 71 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $160M. The largest seller was Bank of America, cutting an estimated $166M.

  • 221 institutional investors held Vanguard Industrials ETF (VIS) as of Q1 2019, up from 213 in Q4 2018.
  • Funds reported $2.3B of Vanguard Industrials ETF stock for Q1 2019, up 14% quarter-over-quarter.
  • 33 funds opened new Vanguard Industrials ETF positions in Q1 2019 and 24 closed out, a net change of +9 holders.
  • The largest Vanguard Industrials ETF buyer in Q1 2019 was Beacon Capital Management Inc (Ohio), an estimated $160M added.
  • The largest Vanguard Industrials ETF seller in Q1 2019 was Bank of America, an estimated $166M sold.

Based on aggregated 13F filings for Q1 2019.