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Vanguard Industrials ETF

249 hedge funds and large institutions have $1.87B invested in Vanguard Industrials ETF in 2020 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 72 increasing their positions, 82 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

332% more call options, than puts

Call options by funds: $1.81M | Put options by funds: $420K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

86% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 22

9% more capital invested

Capital invested by funds: $1.71B → $1.87B (+$159M)

8% more funds holding

Funds holding: 231249 (+18)

0.25% less ownership

Funds ownership: 61.21%60.96% (-0.25%)

12% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 82

Holders
249
Holders Change
+18
Holders Change %
+7.79%
% of All Funds
5.02%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
41
Increased
72
Reduced
82
Closed
22
Calls
$1.81M
Puts
$420K
Net Calls
+$1.39M
Net Calls Change
+$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
176
Burney Company
Virginia
$211K -$157K -1,114 -43%
CCT
177
Country Club Trust
Missouri
$208K -$20.5K -145 -9%
HH
178
Hilltop Holdings
Texas
$208K +$203K +1,438 New
SI
179
Stephens Inc
Arkansas
$202K -$30.6K -217 -13%
BBA
180
Braun-Bostich & Associates
Pennsylvania
$190K +$185K +1,314 New
SFSG
181
Stearns Financial Services Group
North Carolina
$171K +$44.3K +314 +36%
MCM
182
Manchester Capital Management
Vermont
$168K
IA
183
IFP Advisors
Florida
$163K -$3.53K -25 -2%
CHA
184
Carmichael Hill & Associates
Maryland
$161K +$141 +1 +0.1%
HB
185
Horizon Bancorp
Indiana
$153K
LWANC
186
Laurel Wealth Advisors (North Carolina)
North Carolina
$149K
SPIA
187
Steward Partners Investment Advisory
New York
$141K -$141 -1 -0.1%
HNB
188
Huntington National Bank
Ohio
$132K
SFC
189
SYM Financial Corp
Indiana
$129K +$8.74K +62 +7%
FPB
190
First PREMIER Bank
South Dakota
$121K
OIA
191
Optimum Investment Advisors
Illinois
$118K +$76.9K +545 +204%
CFA
192
Carroll Financial Associates
North Carolina
$116K
WT
193
Whittier Trust
California
$114K
BA
194
Bristlecone Advisors
Washington
$110K +$107K +762 New
Bank of Montreal
195
Bank of Montreal
Ontario, Canada
$74K -$141 -1 -0.2%
EIP
196
Ellis Investment Partners
Pennsylvania
$69K +$282 +2 +0.4%
CA
197
Clearstead Advisors
Ohio
$61K +$54K +383 +958%
AIC
198
Archer Investment Corporation
Indiana
$53.6K
CAPTRUST Financial Advisors
199
CAPTRUST Financial Advisors
North Carolina
$51K -$242K -1,713 -83%
BW
200
Bison Wealth
Georgia
$51K -$34.7K -246 -41%

VIS Hedge Fund Activity: Q3 2020 in Review

249 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Vanguard Industrials ETF (VIS) for Q3 2020, worth a combined $1.87B — up 9.3% from $1.71B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new VIS positions and 22 closed out — a net gain of 19 holders — while 72 added to existing stakes and 82 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $43M. The largest seller was Bank of America, cutting an estimated $128M.

  • 249 institutional investors held Vanguard Industrials ETF (VIS) as of Q3 2020, up from 231 in Q2 2020.
  • Funds reported $1.87B of Vanguard Industrials ETF stock for Q3 2020, up 9.3% quarter-over-quarter.
  • 41 funds opened new Vanguard Industrials ETF positions in Q3 2020 and 22 closed out, a net change of +19 holders.
  • The largest Vanguard Industrials ETF buyer in Q3 2020 was Beacon Capital Management Inc (Ohio), an estimated $43M added.
  • The largest Vanguard Industrials ETF seller in Q3 2020 was Bank of America, an estimated $128M sold.

Based on aggregated 13F filings for Q3 2020.