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Vanguard Industrials ETF
VIS

459 hedge funds and large institutions have $2.87B invested in Vanguard Industrials ETF in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 121 increasing their positions, 151 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 31

2.23% more ownership

Funds ownership: 54.46% → 56.69% (+2.2%)

1% more funds holding

Funds holding: 453 → 459 (+6)

0% less capital invested

Capital invested by funds: $2.87B → $2.87B (-$446K)

13% less funds holding in top 10

Funds holding in top 10: 15 → 13 (-2)

20% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 151

Holders
459
Holders Change
+6
Holders Change %
+1.32%
% of All Funds
6.63%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
44
Increased
121
Reduced
151
Closed
31
Calls
$1.22M
Puts
–
Net Calls
+$1.22M
Net Calls Change
+$27K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$92.3M
2
SFC
Strategic Financial Concepts
Texas
+$30.9M
3
Morgan Stanley
Morgan Stanley
New York
+$16.6M
4
GA
GFS Advisors
Texas
+$12.9M
5
CA
Capital Advantage
California
+$12.9M

Top Sellers

1
CM
Cercano Management
Washington
-$11.1M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$7.71M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$5.82M
4
KWA
Kellett Wealth Advisors
Ohio
-$4.56M
5
Ameriprise
Ameriprise
Minnesota
-$4.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
FT
201
Fiduciary Trust
Massachusetts
$686K -$55.7K -234 -7%
BCM
202
Brookstone Capital Management
Illinois
$686K +$217K +911 +48%
DFG
203
Delta Financial Group
New Jersey
$684K +$715 +3 +0.1%
MFG
204
Merit Financial Group
Georgia
$681K +$8.1K +34 +1%
GIA
205
Guyasuta Investment Advisors
Pennsylvania
$674K – – –
HWM
206
HB Wealth Management
Georgia
$662K – – –
NAMP
207
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$661K – – –
NCM
208
Narwhal Capital Management
Georgia
$659K – – –
OW
209
Olistico Wealth
Oklahoma
$658K +$265K +1,113 +66%
HA
210
Hanover Advisors
South Carolina
$656K +$25.7K +108 +4%
AL
211
Aspiriant LLC
California
$651K +$715 +3 +0.1%
OIA
212
OneDigital Investment Advisors
Kansas
$640K +$24.3K +102 +4%
SFPG
213
Stonebridge Financial Planning Group
Florida
$634K – – –
FFL
214
Financial Freedom LLC
Ohio
$631K -$4.76K -20 -0.7%
DC
215
Davenport & Co
Virginia
$617K – – –
SWP
216
Stratos Wealth Partners
Ohio
$614K +$26.4K +111 +4%
BWP
217
Baldwin Wealth Partners
Massachusetts
$608K – – –
Qube Research & Technologies (QRT)
218
Qube Research & Technologies (QRT)
United Kingdom
$598K +$594K +2,492 +4,984%
WAP
219
Wealthcare Advisory Partners
Pennsylvania
$591K +$41.7K +175 +7%
Jones Financial Companies
220
Jones Financial Companies
Missouri
$587K +$466K +1,958 +365%
GM
221
GeoWealth Management
Illinois
$585K – – –
MWM
222
Mission Wealth Management
California
$580K +$26.2K +110 +5%
BlackRock
223
BlackRock
New York
$579K – – –
HAS
224
HBW Advisory Services
California
$579K +$142K +597 +32%
AAIM
225
Asset Advisors Investment Management
Georgia
$565K -$31K -130 -5%
7 8
9
10 11

VIS Hedge Fund Activity: Q2 2024 in Review

459 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Industrials ETF (VIS) for Q2 2024, worth a combined $2.87B — down 0.02% from $2.87B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new VIS positions and 31 closed out — a net gain of 13 holders — while 121 added to existing stakes and 151 trimmed.

The largest buyer was UBS Group, opening a new position worth an estimated $92.3M. The largest seller was Cercano Management, exiting entirely with an estimated $11.1M sold.

  • 459 institutional investors held Vanguard Industrials ETF (VIS) as of Q2 2024, up from 453 in Q1 2024.
  • Funds reported $2.87B of Vanguard Industrials ETF stock for Q2 2024, down 0.02% quarter-over-quarter.
  • 44 funds opened new Vanguard Industrials ETF positions in Q2 2024 and 31 closed out, a net change of +13 holders.
  • The largest Vanguard Industrials ETF buyer in Q2 2024 was UBS Group, an estimated $92.3M added.
  • The largest Vanguard Industrials ETF seller in Q2 2024 was Cercano Management, an estimated $11.1M sold.

Based on aggregated 13F filings for Q2 2024.