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Vanguard Industrials ETF

458 hedge funds and large institutions have $3.16B invested in Vanguard Industrials ETF in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 139 increasing their positions, 148 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 36

10% more capital invested

Capital invested by funds: $2.87B → $3.16B (+$296M)

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

0.1% less ownership

Funds ownership: 56.69%56.59% (-0.1%)

0% less funds holding

Funds holding: 459458 (-1)

6% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 148

Holders
458
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
6.58%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.2%
New
42
Increased
139
Reduced
148
Closed
36
Calls
$624K
Puts
Net Calls
+$624K
Net Calls Change
-$599K
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
201
HB Wealth Management
Georgia
$725K -$6.86K -28 -1%
OW
202
Olistico Wealth
Oklahoma
$718K -$8.81K -36 -1%
MG
203
Mather Group
Illinois
$704K -$66.8K -273 -9%
FT
204
Fiduciary Trust
Massachusetts
$695K -$59.5K -243 -8%
HA
205
Hanover Advisors
South Carolina
$689K -$33.3K -136 -5%
FFL
206
Financial Freedom LLC
Ohio
$679K -$18.1K -74 -3%
BWP
207
Baldwin Wealth Partners
Massachusetts
$672K
WAP
208
Wealthcare Advisory Partners
Pennsylvania
$669K +$14.9K +61 +2%
SFPG
209
Stonebridge Financial Planning Group
Florida
$657K -$41.6K -170 -6%
GFPC
210
Global Financial Private Client
Florida
$644K -$229K -936 -27%
GM
211
GeoWealth Management
Illinois
$644K -$2.69K -11 -0.4%
BlackRock
212
BlackRock
New York
$641K
SWP
213
Stratos Wealth Partners
Ohio
$637K -$38.9K -159 -6%
HPM
214
Hoxton Planning & Management
West Virginia
$631K +$595K +2,428 New
DC
215
Davenport & Co
Virginia
$630K -$49.2K -201 -8%
IFWM
216
Institute for Wealth Management
Colorado
$618K +$245 +1 +0%
CCA
217
Childress Capital Advisors
Texas
$612K
AAIM
218
Asset Advisors Investment Management
Georgia
$611K -$12.2K -50 -2%
TI
219
tru Independence
Oregon
$601K +$77.6K +317 +16%
NEWAS
220
N.E.W. Advisory Services
Wisconsin
$599K -$10.3K -42 -2%
MGIA
221
Moneta Group Investment Advisors
Missouri
$586K
TIAA Trust, National Association
222
TIAA Trust, National Association
North Carolina
$584K +$16.4K +67 +3%
CVA
223
Central Valley Advisors
California
$581K +$547K +2,235 New
EPM
224
Elm Partners Management
Pennsylvania
$575K
LIM
225
Leavell Investment Management
Alabama
$569K -$29.4K -120 -5%

VIS Hedge Fund Activity: Q3 2024 in Review

458 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Industrials ETF (VIS) for Q3 2024, worth a combined $3.16B — up 10% from $2.87B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new VIS positions and 36 closed out — a net gain of 6 holders — while 139 added to existing stakes and 148 trimmed.

The largest buyer was UBS Group, adding an estimated $54.6M. The largest seller was Bank of America, cutting an estimated $74.7M.

  • 458 institutional investors held Vanguard Industrials ETF (VIS) as of Q3 2024, down from 459 in Q2 2024.
  • Funds reported $3.16B of Vanguard Industrials ETF stock for Q3 2024, up 10% quarter-over-quarter.
  • 42 funds opened new Vanguard Industrials ETF positions in Q3 2024 and 36 closed out, a net change of +6 holders.
  • The largest Vanguard Industrials ETF buyer in Q3 2024 was UBS Group, an estimated $54.6M added.
  • The largest Vanguard Industrials ETF seller in Q3 2024 was Bank of America, an estimated $74.7M sold.

Based on aggregated 13F filings for Q3 2024.