We are live on ! Find out more
VIS icon

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
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$49K
WP
202
WealthShield Partners
North Carolina
$47K +$7.9K +56 +21%
LWM
203
Liberty Wealth Management
California
$46K +$141 +1 +0.3%
GWM
204
Geneos Wealth Management
Colorado
$44K
CSPIA
205
Cary Street Partners Investment Advisory
Virginia
$43K +$42.3K +300 New
PCG
206
Private Capital Group
Connecticut
$36K
SL
207
Savior LLC
Massachusetts
$36K
NNP
208
Nachman Norwood & Parrott
South Carolina
$32K +$31K +220 New
SIAP
209
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$31K
SBL
210
Sargent Bickham Lagudis
Colorado
$29K +$141 +1 +0.5%
PA
211
Parallel Advisors
California
$28K +$9.87K +70 +56%
AA
212
AlphaMark Advisors
Kentucky
$26K
Millennium Management
213
Millennium Management
New York
$25.7K +$23.8M +168,450 +1,838%
APWA
214
Atlas Private Wealth Advisors
New Jersey
$25K +$3.53K +25 +17%
OFG
215
Oxford Financial Group
Indiana
$25K +$24.7K +175 New
JCM
216
Jacobi Capital Management
Pennsylvania
$23K +$22K +156 New
DWA
217
Dougherty Wealth Advisers
Minnesota
$22K -$7.05K -50 -25%
AF
218
Affiance Financial
Minnesota
$22K
APWM
219
Atlas Private Wealth Management
New York
$22K
FWM
220
Focused Wealth Management
New York
$22K
PFS
221
Prospera Financial Services
Texas
$20K +$19.3K +137 New
JWA
222
JFS Wealth Advisors
Pennsylvania
$19K +$18.1K +128 New
PFGIA
223
Patriot Financial Group Insurance Agency
Massachusetts
$17K -$2.12K -15 -11%
JWM
224
Janiczek Wealth Management
Colorado
$17K
AF
225
Allworth Financial
California
$16K

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.