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Vanguard Industrials ETF

231 hedge funds and large institutions have $1.71B invested in Vanguard Industrials ETF in 2020 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 55 increasing their positions, 88 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more call options, than puts

Call options by funds: $559K | Put options by funds: $234K

23% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 35

9% more capital invested

Capital invested by funds: $1.57B → $1.71B (+$144M)

3% more funds holding

Funds holding: 225231 (+6)

5.78% less ownership

Funds ownership: 66.99%61.21% (-5.8%)

38% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 88

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
231
Holders Change
+6
Holders Change %
+2.67%
% of All Funds
4.74%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
43
Increased
55
Reduced
88
Closed
35
Calls
$559K
Puts
$234K
Net Calls
+$325K
Net Calls Change
-$39K
Name Holding Trade Value Shares
Change
Change in
Stake
WT
176
Whittier Trust
California
$102K -$10K -82 -9%
DCM
177
Davis Capital Management
Florida
$93K
BW
178
Bison Wealth
Georgia
$77K +$22.7K +186 +45%
CAN
179
Cetera Advisor Networks
California
$74K +$69.2K +567 New
Bank of Montreal
180
Bank of Montreal
Ontario, Canada
$64K -$9.52K -78 -13%
EIP
181
Ellis Investment Partners
Pennsylvania
$61K +$244 +2 +0.4%
ZIG
182
Zurich Insurance Group
Switzerland
$60K -$710K -5,820 -92%
CWM
183
Campbell Wealth Management
Virginia
$50K +$46.7K +383 New
Carson Wealth (CWM LLC)
184
Carson Wealth (CWM LLC)
Nebraska
$49K
AIC
185
Archer Investment Corporation
Indiana
$48.1K
SFS
186
Sowell Financial Services
Arkansas
$47K +$41.4K +339 +1,614%
LWM
187
Liberty Wealth Management
California
$42K +$122 +1 +0.3%
GWM
188
Geneos Wealth Management
Colorado
$38K +$366 +3 +1%
OIA
189
Optimum Investment Advisors
Illinois
$35K +$24.4K +200 +299%
WP
190
WealthShield Partners
North Carolina
$35K +$33K +270 New
PCG
191
Private Capital Group
Connecticut
$32K
SL
192
Savior LLC
Massachusetts
$32K
VFA
193
Valeo Financial Advisors
Indiana
$28K +$2.69K +22 +11%
PIMG
194
Patriot Investment Management Group
Tennessee
$27.9K +$26.2K +215 New
SIAP
195
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$27K
DWA
196
Dougherty Wealth Advisers
Minnesota
$26K
SBL
197
Sargent Bickham Lagudis
Colorado
$26K +$122 +1 +0.5%
AA
198
AlphaMark Advisors
Kentucky
$24K
FDCDDQ
199
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22.9K -$624K -5,110 -97%
FWM
200
Focused Wealth Management
New York
$20K -$2.93K -24 -13%