We are live on ! Find out more
VIS icon

Vanguard Industrials ETF

453 hedge funds and large institutions have $2.87B invested in Vanguard Industrials ETF in 2024 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 136 increasing their positions, 135 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

445% more call options, than puts

Call options by funds: $1.47M | Put options by funds: $269K

110% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 31

50% more funds holding in top 10

Funds holding in top 10: 1015 (+5)

15% more capital invested

Capital invested by funds: $2.48B → $2.87B (+$384M)

7% more funds holding

Funds holding: 424453 (+29)

1% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 135

1.45% less ownership

Funds ownership: 55.91%54.46% (-1.4%)

Holders
453
Holders Change
+29
Holders Change %
+6.84%
% of All Funds
6.53%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.22%
New
65
Increased
136
Reduced
135
Closed
31
Calls
$1.47M
Puts
$269K
Net Calls
+$1.2M
Net Calls Change
-$176K
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
176
Gray Wealth Management
Maine
$800K -$59.5K -262 -7%
SPIS
177
Steward Partners Investment Solutions
Oregon
$800K +$744K +3,275 New
CCG
178
Chatham Capital Group
Georgia
$798K
Cerity Partners
179
Cerity Partners
New York
$797K -$496K -2,184 -40%
GT
180
Glenmede Trust
Pennsylvania
$783K
GFPC
181
Global Financial Private Client
Florida
$782K +$57.5K +253 +9%
SB
182
Simmons Bank
Arkansas
$781K
FSA
183
Franklin Street Advisors
North Carolina
$771K
FT
184
Fiduciary Trust
Massachusetts
$769K
IFG
185
Independent Financial Group
California
$768K -$25.9K -114 -3%
ALC
186
Alexander Labrunerie & Co
Missouri
$766K +$712K +3,135 New
BLC
187
Brown, Lisle/Cummings
Rhode Island
$763K +$102K +450 +17%
Lazard Asset Management
188
Lazard Asset Management
New York
$760K
GPFA
189
Game Plan Financial Advisors
Ohio
$730K -$11.4K -50 -2%
BCI
190
Brinker Capital Investments
Pennsylvania
$728K +$677K +2,980 New
OPS
191
Orion Portfolio Solutions
Nebraska
$728K +$677K +2,980 New
BRWA
192
B. Riley Wealth Advisors
Florida
$717K +$122K +537 +17%
KAS
193
Kestra Advisory Services
Texas
$713K +$96.5K +425 +17%
DFG
194
Delta Financial Group
New Jersey
$709K -$346K -1,524 -34%
Citadel Advisors
195
Citadel Advisors
Florida
$708K -$666K -2,934 -50%
CSB
196
City State Bank
Iowa
$696K -$11.4K -50 -2%
HWM
197
HB Wealth Management
Georgia
$687K +$5.91K +26 +0.9%
NAMP
198
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$686K +$93.1K +410 +17%
NCM
199
Narwhal Capital Management
Georgia
$684K
MFG
200
Merit Financial Group
Georgia
$679K +$650K +2,861 New

VIS Hedge Fund Activity: Q1 2024 in Review

453 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Industrials ETF (VIS) for Q1 2024, worth a combined $2.87B — up 15% from $2.48B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new VIS positions and 31 closed out — a net gain of 34 holders — while 136 added to existing stakes and 135 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $110M. The largest seller was Morgan Stanley, cutting an estimated $115M.

  • 453 institutional investors held Vanguard Industrials ETF (VIS) as of Q1 2024, up from 424 in Q4 2023.
  • Funds reported $2.87B of Vanguard Industrials ETF stock for Q1 2024, up 15% quarter-over-quarter.
  • 65 funds opened new Vanguard Industrials ETF positions in Q1 2024 and 31 closed out, a net change of +34 holders.
  • The largest Vanguard Industrials ETF buyer in Q1 2024 was Beacon Capital Management Inc (Ohio), an estimated $110M added.
  • The largest Vanguard Industrials ETF seller in Q1 2024 was Morgan Stanley, an estimated $115M sold.

Based on aggregated 13F filings for Q1 2024.