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Vanguard Industrials ETF

207 hedge funds and large institutions have $2.79B invested in Vanguard Industrials ETF in 2018 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 87 increasing their positions, 46 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 46

27% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 22

17% more capital invested

Capital invested by funds: $2.38B → $2.79B (+$405M)

2% more funds holding

Funds holding: 202207 (+5)

2.02% more ownership

Funds ownership: 67.58%69.59% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
207
Holders Change
+5
Holders Change %
+2.48%
% of All Funds
4.73%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
28
Increased
87
Reduced
46
Closed
22
Calls
$783K
Puts
Net Calls
+$783K
Net Calls Change
+$607K
Name Holding Trade Value Shares
Change
Change in
Stake
GI
201
Gradient Investments
Minnesota
$5K +$4.9K +34 New
WP
202
WealthShield Partners
North Carolina
$5K +$5.04K +35 New
ADL
203
Asset Dedication LLC
California
$4K
WAM
204
Wealthspire Advisors (Maryland)
Maryland
$4K
LF
205
Lee Financial
Texas
$4K +$3.89K +27 New
GTAM
206
Global Trust Asset Management
Florida
$2K -$432 -3 -16%
CF
207
Centaurus Financial
California
$600 -$555K -3,847 -100%
IFWM
208
Institute for Wealth Management
Colorado
-$1.48M -10,844 Closed
F
209
F3Logic
Minnesota
-$517K -3,776 Closed
MGIA
210
Matthew Goff Investment Advisor
Texas
-$368K -3,500 Closed
CA
211
Cetera Advisors
Colorado
-$251K -1,857 Closed
VF
212
Virtu Financial
New York
-$205K -1,507 Closed
PFA
213
Pathway Financial Advisors
Vermont
-$184K -1,357 Closed
CPA
214
Clear Perspective Advisors
Illinois
-$133K -982 Closed
BCA
215
Bay Colony Advisors
Massachusetts
-$122K -900 Closed
SEI Investments
216
SEI Investments
Pennsylvania
-$59K -438 Closed
AWA
217
Acorn Wealth Advisors
Michigan
-$51K -371 Closed
NWM
218
Northwest Wealth Management
Iowa
-$41K -300 Closed
KCPG
219
Kavar Capital Partners Group
Kansas
-$34K -250 Closed
BBHC
220
Brown Brothers Harriman & Co
New York
-$34K -247 Closed
IWP
221
Icon Wealth Partners
Texas
-$18K -133 Closed
RFWA
222
RPg Family Wealth Advisory
Massachusetts
-$16.3K -120 Closed
HR
223
Howe & Rusling
New York
-$14K -105 Closed
PCM
224
Peak Capital Management
Colorado
-$10K -74 Closed
GFP
225
Gryphon Financial Partners
Ohio
-$10K -70 Closed

VIS Hedge Fund Activity: Q3 2018 in Review

207 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Vanguard Industrials ETF (VIS) for Q3 2018, worth a combined $2.79B — up 17% from $2.38B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new VIS positions and 22 closed out — a net gain of 6 holders — while 87 added to existing stakes and 46 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $94.4M. The largest seller was Morgan Stanley, cutting an estimated $3.57M.

  • 207 institutional investors held Vanguard Industrials ETF (VIS) as of Q3 2018, up from 202 in Q2 2018.
  • Funds reported $2.79B of Vanguard Industrials ETF stock for Q3 2018, up 17% quarter-over-quarter.
  • 28 funds opened new Vanguard Industrials ETF positions in Q3 2018 and 22 closed out, a net change of +6 holders.
  • The largest Vanguard Industrials ETF buyer in Q3 2018 was Fisher Asset Management, an estimated $94.4M added.
  • The largest Vanguard Industrials ETF seller in Q3 2018 was Morgan Stanley, an estimated $3.57M sold.

Based on aggregated 13F filings for Q3 2018.