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Vanguard Industrials ETF

398 hedge funds and large institutions have $2.49B invested in Vanguard Industrials ETF in 2023 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 134 increasing their positions, 107 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

389% more call options, than puts

Call options by funds: $1.62M | Put options by funds: $331K

47% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 30

25% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 107

8% more capital invested

Capital invested by funds: $2.31B → $2.49B (+$181M)

3% more funds holding

Funds holding: 386398 (+12)

2.12% more ownership

Funds ownership: 57.32%59.44% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

Holders
398
Holders Change
+12
Holders Change %
+3.11%
% of All Funds
6.32%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
44
Increased
134
Reduced
107
Closed
30
Calls
$1.62M
Puts
$331K
Net Calls
+$1.29M
Net Calls Change
+$342K
Name Holding Trade Value Shares
Change
Change in
Stake
SFPG
201
Stonebridge Financial Planning Group
Florida
$534K
AAIM
202
Asset Advisors Investment Management
Georgia
$532K -$185K -900 -25%
IFWM
203
Institute for Wealth Management
Colorado
$532K +$8.62K +42 +2%
RPGK
204
Retirement Planning Group (Kansas)
Kansas
$516K +$2.67K +13 +0.5%
DC
205
Davenport & Co
Virginia
$512K
AWM
206
AE Wealth Management
Kansas
$507K +$89.1K +434 +20%
BWP
207
Baldwin Wealth Partners
Massachusetts
$504K
NEWAS
208
N.E.W. Advisory Services
Wisconsin
$494K -$41.7K -203 -7%
KWA
209
Kellett Wealth Advisors
Ohio
$484K +$510K +2,483 New
MGIA
210
Moneta Group Investment Advisors
Missouri
$482K -$9.03K -44 -2%
NAMP
211
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$468K
SWP
212
Stratos Wealth Partners
Ohio
$466K +$238K +1,160 +95%
LIM
213
Leavell Investment Management
Alabama
$458K +$25.7K +125 +6%
KAS
214
Kestra Advisory Services
Texas
$449K -$167K -814 -26%
WAP
215
Wealthcare Advisory Partners
Pennsylvania
$448K -$11.7K -57 -2%
Bank of New York Mellon
216
Bank of New York Mellon
New York
$447K +$212K +1,033 +82%
HNWAG
217
High Net Worth Advisory Group
Florida
$440K +$410 +2 +0.1%
APP
218
Avantax Planning Partners
Iowa
$438K -$175K -852 -27%
IFG
219
Independent Financial Group
California
$434K +$30K +146 +7%
FTS
220
Fifth Third Securities
Ohio
$431K -$51.7K -252 -10%
TIAA Trust, National Association
221
TIAA Trust, National Association
North Carolina
$418K +$440K +2,143 New
WA
222
Wealth Alliance
New York
$411K -$6.36K -31 -1%
PWM
223
PRW Wealth Management
Massachusetts
$409K +$452K +2,201 New
BFA
224
Bragg Financial Advisors
North Carolina
$405K +$19.9K +97 +5%
MWM
225
Mission Wealth Management
California
$400K -$30.8K -150 -7%