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Vanguard Industrials ETF

424 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, 108 increasing their positions, 148 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

567% more call options, than puts

Call options by funds: $1.61M | Put options by funds: $242K

106% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 31

7% more funds holding

Funds holding: 398424 (+26)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0% less capital invested

Capital invested by funds: $2.49B → $2.48B (-$11.3M)

3.54% less ownership

Funds ownership: 59.44%55.91% (-3.5%)

27% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 148

Holders
424
Holders Change
+26
Holders Change %
+6.53%
% of All Funds
6.18%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
64
Increased
108
Reduced
148
Closed
31
Calls
$1.61M
Puts
$242K
Net Calls
+$1.37M
Net Calls Change
+$85K
Name Holding Trade Value Shares
Change
Change in
Stake
SFPG
201
Stonebridge Financial Planning Group
Florida
$594K -$9.07K -45 -2%
BLC
202
Brown, Lisle/Cummings
Rhode Island
$590K -$50.4K -250 -9%
DC
203
Davenport & Co
Virginia
$579K
BWP
204
Baldwin Wealth Partners
Massachusetts
$569K
WPW
205
Waldron Private Wealth
Pennsylvania
$563K -$2.95M -14,635 -85%
AAIM
206
Asset Advisors Investment Management
Georgia
$558K -$40.3K -200 -7%
KAS
207
Kestra Advisory Services
Texas
$550K +$38.3K +190 +8%
KPWS
208
Kestra Private Wealth Services
Texas
$547K -$149K -739 -23%
GM
209
GeoWealth Management
Illinois
$543K +$496K +2,463 New
IFWM
210
Institute for Wealth Management
Colorado
$537K -$58.2K -289 -11%
MGIA
211
Moneta Group Investment Advisors
Missouri
$537K -$7.46K -37 -1%
NAMP
212
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$529K
SWP
213
Stratos Wealth Partners
Ohio
$527K +$403 +2 +0.1%
TIAA Trust, National Association
214
TIAA Trust, National Association
North Carolina
$516K +$40.1K +199 +9%
WJWM
215
Williams Jones Wealth Management
New York
$513K -$229K -1,134 -33%
WAP
216
Wealthcare Advisory Partners
Pennsylvania
$504K -$2.22K -11 -0.5%
NA
217
NewEdge Advisors
Louisiana
$503K -$283K -1,403 -38%
NEWAS
218
N.E.W. Advisory Services
Wisconsin
$501K -$52.2K -259 -10%
HNWAG
219
High Net Worth Advisory Group
Florida
$498K +$605 +3 +0.1%
FTS
220
Fifth Third Securities
Ohio
$488K +$1.41K +7 +0.3%
APP
221
Avantax Planning Partners
Iowa
$486K -$8.26K -41 -2%
LIM
222
Leavell Investment Management
Alabama
$486K -$28K -139 -6%
Brown Advisory
223
Brown Advisory
Maryland
$485K +$164K +815 +59%
MWM
224
Mission Wealth Management
California
$479K +$24.4K +121 +6%
BFA
225
Bragg Financial Advisors
North Carolina
$479K +$18.7K +93 +4%