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Vanguard Industrials ETF
VIS

386 hedge funds and large institutions have $2.31B invested in Vanguard Industrials ETF in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 104 increasing their positions, 123 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more call options, than puts

Call options by funds: $1.79M | Put options by funds: $843K

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

10% more capital invested

Capital invested by funds: $2.1B → $2.31B (+$208M)

2.71% more ownership

Funds ownership: 54.61% → 57.32% (+2.7%)

7% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 30

1% less funds holding

Funds holding: 389 → 386 (-3)

15% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 123

Holders
386
Holders Change
-3
Holders Change %
-0.77%
% of All Funds
6.06%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
32
Increased
104
Reduced
123
Closed
30
Calls
$1.79M
Puts
$843K
Net Calls
+$945K
Net Calls Change
-$122K

Top Buyers

1
PG
Prostatis Group
Maryland
+$38.1M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$19.5M
3
Bank of America
Bank of America
North Carolina
+$17.5M
4
I
INVST
Indiana
+$9.45M
5
SFCL
Strengthening Families & Communities LLC
Massachusetts
+$5.01M

Top Sellers

1
PL
Polianta Ltd
Jersey
-$8.48M
2
Goldman Sachs
Goldman Sachs
New York
-$6.32M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$5.38M
4
Wells Fargo
Wells Fargo
California
-$5.08M
5
Citadel Advisors
Citadel Advisors
Florida
-$4.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
WJWM
176
Williams Jones Wealth Management
New York
$610K – – –
CSB
177
City State Bank
Iowa
$610K -$59.3K -310 -9%
MFG
178
Merit Financial Group
Georgia
$608K -$38.2K -200 -6%
FFL
179
Financial Freedom LLC
Ohio
$586K – – –
GFPC
180
Global Financial Private Client
Florida
$581K -$142K -741 -21%
HWM
181
HB Wealth Management
Georgia
$579K +$2.68K +14 +0.5%
NCM
182
Narwhal Capital Management
Georgia
$575K – – –
Northern Trust
183
Northern Trust
Illinois
$575K – – –
SFPG
184
Stonebridge Financial Planning Group
Florida
$563K +$33.5K +175 +7%
NEWAS
185
N.E.W. Advisory Services
Wisconsin
$562K -$24.3K -127 -4%
OIA
186
OneDigital Investment Advisors
Kansas
$562K +$15.3K +80 +3%
KCM
187
Kennicott Capital Management
California
$553K +$1.03M +5,384 +200%
IFWM
188
Institute for Wealth Management
Colorado
$552K +$4.59K +24 +0.9%
AL
189
Aspiriant LLC
California
$548K – – –
RPGK
190
Retirement Planning Group (Kansas)
Kansas
$541K +$503K +2,633 New
DC
191
Davenport & Co
Virginia
$540K – – –
BWP
192
Baldwin Wealth Partners
Massachusetts
$531K – – –
MGIA
193
Moneta Group Investment Advisors
Missouri
$517K +$1.72K +9 +0.4%
FTS
194
Fifth Third Securities
Ohio
$505K -$144K -751 -23%
IC
195
IEQ Capital
California
$503K -$149K -782 -24%
NAMP
196
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$493K – – –
BCM
197
Barometer Capital Management
Ontario, Canada
$493K +$115K +600 +33%
WAP
198
Wealthcare Advisory Partners
Pennsylvania
$483K +$4.01K +21 +0.9%
HNWAG
199
High Net Worth Advisory Group
Florida
$463K +$9.56K +50 +2%
ASN
200
Advisory Services Network
Georgia
$459K -$9.56K -50 -2%
6 7
8
9 10

VIS Hedge Fund Activity: Q2 2023 in Review

386 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Industrials ETF (VIS) for Q2 2023, worth a combined $2.31B — up 9.9% from $2.1B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new VIS positions and 30 closed out — a net gain of 2 holders — while 104 added to existing stakes and 123 trimmed.

The largest buyer was Prostatis Group, opening a new position worth an estimated $38.1M. The largest seller was Polianta Ltd, exiting entirely with an estimated $8.48M sold.

  • 386 institutional investors held Vanguard Industrials ETF (VIS) as of Q2 2023, down from 389 in Q1 2023.
  • Funds reported $2.31B of Vanguard Industrials ETF stock for Q2 2023, up 9.9% quarter-over-quarter.
  • 32 funds opened new Vanguard Industrials ETF positions in Q2 2023 and 30 closed out, a net change of +2 holders.
  • The largest Vanguard Industrials ETF buyer in Q2 2023 was Prostatis Group, an estimated $38.1M added.
  • The largest Vanguard Industrials ETF seller in Q2 2023 was Polianta Ltd, an estimated $8.48M sold.

Based on aggregated 13F filings for Q2 2023.