We are live on ! Find out more
VIS icon

Vanguard Industrials ETF

453 hedge funds and large institutions have $2.87B invested in Vanguard Industrials ETF in 2024 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 136 increasing their positions, 135 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

445% more call options, than puts

Call options by funds: $1.47M | Put options by funds: $269K

110% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 31

50% more funds holding in top 10

Funds holding in top 10: 1015 (+5)

15% more capital invested

Capital invested by funds: $2.48B → $2.87B (+$384M)

7% more funds holding

Funds holding: 424453 (+29)

1% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 135

1.45% less ownership

Funds ownership: 55.91%54.46% (-1.4%)

Holders
453
Holders Change
+29
Holders Change %
+6.84%
% of All Funds
6.53%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.22%
New
65
Increased
136
Reduced
135
Closed
31
Calls
$1.47M
Puts
$269K
Net Calls
+$1.2M
Net Calls Change
-$176K
Name Holding Trade Value Shares
Change
Change in
Stake
AL
201
Aspiriant LLC
California
$675K
GIA
202
Guyasuta Investment Advisors
Pennsylvania
$674K
FFL
203
Financial Freedom LLC
Ohio
$660K -$7.5K -33 -1%
SFPG
204
Stonebridge Financial Planning Group
Florida
$658K
MG
205
Mather Group
Illinois
$657K
HA
206
Hanover Advisors
South Carolina
$654K +$159K +698 +35%
DC
207
Davenport & Co
Virginia
$641K
OIA
208
OneDigital Investment Advisors
Kansas
$639K -$194K -853 -25%
BWP
209
Baldwin Wealth Partners
Massachusetts
$631K
AAIM
210
Asset Advisors Investment Management
Georgia
$618K
SWP
211
Stratos Wealth Partners
Ohio
$610K +$24.8K +109 +5%
ASN
212
Advisory Services Network
Georgia
$609K +$132K +581 +30%
GM
213
GeoWealth Management
Illinois
$607K +$5.22K +23 +0.9%
BlackRock
214
BlackRock
New York
$601K +$559K +2,463 New
NA
215
NewEdge Advisors
Louisiana
$597K +$35.2K +155 +7%
Brown Advisory
216
Brown Advisory
Maryland
$583K +$42.9K +189 +9%
IFWM
217
Institute for Wealth Management
Colorado
$583K -$11.6K -51 -2%
MWM
218
Mission Wealth Management
California
$575K +$41.3K +182 +8%
WAP
219
Wealthcare Advisory Partners
Pennsylvania
$571K +$12K +53 +2%
LIM
220
Leavell Investment Management
Alabama
$562K +$22.7K +100 +5%
APP
221
Avantax Planning Partners
Iowa
$557K +$17.5K +77 +3%
KPWS
222
Kestra Private Wealth Services
Texas
$557K -$45.2K -199 -8%
NEWAS
223
N.E.W. Advisory Services
Wisconsin
$555K
SPC
224
Sigma Planning Corp
Michigan
$552K +$513K +2,259 New
MGIA
225
Moneta Group Investment Advisors
Missouri
$550K -$41.6K -183 -8%

VIS Hedge Fund Activity: Q1 2024 in Review

453 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Industrials ETF (VIS) for Q1 2024, worth a combined $2.87B — up 15% from $2.48B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new VIS positions and 31 closed out — a net gain of 34 holders — while 136 added to existing stakes and 135 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $110M. The largest seller was Morgan Stanley, cutting an estimated $115M.

  • 453 institutional investors held Vanguard Industrials ETF (VIS) as of Q1 2024, up from 424 in Q4 2023.
  • Funds reported $2.87B of Vanguard Industrials ETF stock for Q1 2024, up 15% quarter-over-quarter.
  • 65 funds opened new Vanguard Industrials ETF positions in Q1 2024 and 31 closed out, a net change of +34 holders.
  • The largest Vanguard Industrials ETF buyer in Q1 2024 was Beacon Capital Management Inc (Ohio), an estimated $110M added.
  • The largest Vanguard Industrials ETF seller in Q1 2024 was Morgan Stanley, an estimated $115M sold.

Based on aggregated 13F filings for Q1 2024.