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Vanguard Industrials ETF
VIS

Overview Fund Activity

422 hedge funds and large institutions have $2.48B invested in Vanguard Industrials ETF in 2023 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 107 increasing their positions, 148 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
+26
Holders Change %
+6.57%
% of All Funds
6.19%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
64
Increased
107
Reduced
148
Closed
31
Calls
$1.61M
Puts
$242K
Net Calls
+$1.37M
Net Calls Change
+$85K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$124M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$17.2M
3
AAS
Ameritas Advisory Services
Nebraska
+$11.8M
4
DWP
Destiny Wealth Partners
Florida
+$10.8M
5
HighTower Advisors
HighTower Advisors
Illinois
+$7.55M

Top Sellers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$170M
2
Bank of America
Bank of America
North Carolina
-$131M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$79.3M
4
Osaic Holdings
Osaic Holdings
Arizona
-$43M
5
Wells Fargo
Wells Fargo
California
-$18.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BLC
201
Brown, Lisle/Cummings
Rhode Island
$590K -$55.1K -250 -9%
DC
202
Davenport & Co
Virginia
$579K – – –
BWP
203
Baldwin Wealth Partners
Massachusetts
$569K – – –
WPW
204
Waldron Private Wealth
Pennsylvania
$563K -$3.23M -14,635 -85%
AAIM
205
Asset Advisors Investment Management
Georgia
$558K -$44.1K -200 -7%
KAS
206
Kestra Advisory Services
Texas
$550K +$41.9K +190 +8%
KPWS
207
Kestra Private Wealth Services
Texas
$547K -$163K -739 -23%
GM
208
GeoWealth Management
Illinois
$543K +$543K +2,463 New
IFWM
209
Institute for Wealth Management
Colorado
$537K -$63.7K -289 -11%
MGIA
210
Moneta Group Investment Advisors
Missouri
$537K -$8.16K -37 -1%
NAMP
211
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$529K – – –
SWP
212
Stratos Wealth Partners
Ohio
$527K +$441 +2 +0.1%
TIAA Trust, National Association
213
TIAA Trust, National Association
North Carolina
$516K +$43.9K +199 +9%
WJWM
214
Williams Jones Wealth Management
New York
$513K -$250K -1,134 -33%
WAP
215
Wealthcare Advisory Partners
Pennsylvania
$504K -$2.43K -11 -0.5%
NA
216
NewEdge Advisors
Louisiana
$503K -$308K -1,403 -38%
NEWAS
217
N.E.W. Advisory Services
Wisconsin
$501K -$57.1K -259 -10%
HNWAG
218
High Net Worth Advisory Group
Florida
$498K +$662 +3 +0.1%
FTS
219
Fifth Third Securities
Ohio
$488K +$1.54K +7 +0.3%
APP
220
Avantax Planning Partners
Iowa
$486K -$9.04K -41 -2%
LIM
221
Leavell Investment Management
Alabama
$486K -$30.7K -139 -6%
Brown Advisory
222
Brown Advisory
Maryland
$485K +$180K +815 +59%
MWM
223
Mission Wealth Management
California
$479K +$26.7K +121 +6%
BFA
224
Bragg Financial Advisors
North Carolina
$479K +$20.5K +93 +4%
AG
225
Ascent Group
Virginia
$472K +$20.9K +92 +5%
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