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Vanguard Industrials ETF

293 hedge funds and large institutions have $2.33B invested in Vanguard Industrials ETF in 2020 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 99 increasing their positions, 65 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more call options, than puts

Call options by funds: $918K | Put options by funds: $289K

188% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 25

52% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 65

24% more capital invested

Capital invested by funds: $1.87B → $2.33B (+$457M)

18% more funds holding

Funds holding: 249293 (+44)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.25% less ownership

Funds ownership: 60.96%60.71% (-0.25%)

Holders
293
Holders Change
+44
Holders Change %
+17.67%
% of All Funds
5.18%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
72
Increased
99
Reduced
65
Closed
25
Calls
$918K
Puts
$289K
Net Calls
+$629K
Net Calls Change
-$765K
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
176
Lido Advisors
California
$325K -$50.4K -315 -14%
CA
177
Cetera Advisors
Colorado
$314K +$9.28K +58 +3%
AWM
178
AE Wealth Management
Kansas
$311K +$6.08K +38 +2%
WIA
179
Wealthstreet Investment Advisors
Texas
$302K +$284K +1,775 New
CDH
180
Charles D. Hyman
$300K
WA
181
Wealth Alliance
New York
$291K +$16.2K +101 +6%
SFPG
182
Stonebridge Financial Planning Group
Florida
$288K +$16K +100 +6%
Northern Trust
183
Northern Trust
Illinois
$286K -$13.4K -84 -5%
WJWM
184
Williams Jones Wealth Management
New York
$280K
EH
185
Equitable Holdings
New York
$280K +$264K +1,650 New
FC
186
Financial Consulate
Maryland
$278K
WPW
187
Waldron Private Wealth
Pennsylvania
$278K
1WA
188
180 Wealth Advisors
Washington
$270K
ACS
189
Archford Capital Strategies
Illinois
$267K -$6.56K -41 -3%
WWM
190
Western Wealth Management
Colorado
$261K +$5.12K +32 +2%
HA
191
Harfst & Associates
Wyoming
$260K
BFS
192
Bard Financial Services
Connecticut
$255K +$240K +1,500 New
WPC
193
Waters Parkerson & Co
Louisiana
$251K
BFA
194
Bragg Financial Advisors
North Carolina
$250K -$1.6K -10 -0.7%
SI
195
Stephens Inc
Arkansas
$237K +$800 +5 +0.4%
Comerica Bank
196
Comerica Bank
Texas
$236K +$218K +1,361 New
BA
197
Bluesphere Advisors
Pennsylvania
$234K +$221K +1,380 New
LSPW
198
Lake Street Private Wealth
Illinois
$232K +$218K +1,363 New
TPCW
199
TD Private Client Wealth
New York
$226K -$91.4K -571 -30%
Thrivent Financial for Lutherans
200
Thrivent Financial for Lutherans
Minnesota
$225K

VIS Hedge Fund Activity: Q4 2020 in Review

293 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Industrials ETF (VIS) for Q4 2020, worth a combined $2.33B — up 24% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new VIS positions and 25 closed out — a net gain of 47 holders — while 99 added to existing stakes and 65 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14M. The largest seller was Bank of America, cutting an estimated $8.16M.

  • 293 institutional investors held Vanguard Industrials ETF (VIS) as of Q4 2020, up from 249 in Q3 2020.
  • Funds reported $2.33B of Vanguard Industrials ETF stock for Q4 2020, up 24% quarter-over-quarter.
  • 72 funds opened new Vanguard Industrials ETF positions in Q4 2020 and 25 closed out, a net change of +47 holders.
  • The largest Vanguard Industrials ETF buyer in Q4 2020 was Morgan Stanley, an estimated $14M added.
  • The largest Vanguard Industrials ETF seller in Q4 2020 was Bank of America, an estimated $8.16M sold.

Based on aggregated 13F filings for Q4 2020.