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Vanguard Industrials ETF

249 hedge funds and large institutions have $1.87B invested in Vanguard Industrials ETF in 2020 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 72 increasing their positions, 82 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

332% more call options, than puts

Call options by funds: $1.81M | Put options by funds: $420K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

86% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 22

9% more capital invested

Capital invested by funds: $1.71B → $1.87B (+$159M)

8% more funds holding

Funds holding: 231249 (+18)

0.25% less ownership

Funds ownership: 61.21%60.96% (-0.25%)

12% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 82

Holders
249
Holders Change
+18
Holders Change %
+7.79%
% of All Funds
5.02%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
41
Increased
72
Reduced
82
Closed
22
Calls
$1.81M
Puts
$420K
Net Calls
+$1.39M
Net Calls Change
+$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.19B -$128M -910,725 -10%
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$150M +$43M +305,185 +42%
Morgan Stanley
3
Morgan Stanley
New York
$75.7M +$11.5M +81,297 +18%
UBS Group
4
UBS Group
Switzerland
$48.4M +$670K +4,748 +1%
Wells Fargo
5
Wells Fargo
California
$42.8M -$808K -5,727 -2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$38.3M +$13.4M +94,788 +56%
M&T Bank
7
M&T Bank
New York
$18.5M -$651K -4,618 -3%
Osaic Holdings
8
Osaic Holdings
Arizona
$17.8M +$3M +21,239 +21%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$15.4M +$2.35M +16,655 +19%
Stifel Financial
10
Stifel Financial
Missouri
$15.1M -$1.57M -11,112 -10%
BOPW
11
Brandywine Oak Private Wealth
Pennsylvania
$13.5M -$27.1K -192 -0.2%
LPL Financial
12
LPL Financial
California
$10.8M +$832K +5,898 +9%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$9.94M +$316K +2,239 +3%
CCMG
14
Clark Capital Management Group
Pennsylvania
$8.8M +$8.57M +60,793 New
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$8.12M -$73.2K -519 -0.9%
Ameriprise
16
Ameriprise
Minnesota
$7.82M -$2.79M -19,753 -27%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$6.66M -$88.7K -629 -1%
Manulife (Manufacturers Life Insurance)
18
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.63M +$4.76M +33,757 +281%
KIA
19
KCM Investment Advisors
California
$6.42M +$488K +3,461 +8%
LNB
20
Ledyard National Bank
$5.94M -$166K -1,178 -3%
Kovitz Investment Group Partners
21
Kovitz Investment Group Partners
Illinois
$5.93M +$79.7K +565 +1%
RJA
22
Raymond James & Associates
Florida
$5.21M -$708K -5,022 -12%
PWM
23
Praetorian Wealth Management
California
$4.85M +$487K +3,450 +11%
APF
24
Alaska Permanent Fund
Alaska
$4.63M +$4.51M +32,000 New
MPWT
25
MassMutual Private Wealth & Trust
Connecticut
$4.07M +$257K +1,821 +7%

VIS Hedge Fund Activity: Q3 2020 in Review

249 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Vanguard Industrials ETF (VIS) for Q3 2020, worth a combined $1.87B — up 9.3% from $1.71B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new VIS positions and 22 closed out — a net gain of 19 holders — while 72 added to existing stakes and 82 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $43M. The largest seller was Bank of America, cutting an estimated $128M.

  • 249 institutional investors held Vanguard Industrials ETF (VIS) as of Q3 2020, up from 231 in Q2 2020.
  • Funds reported $1.87B of Vanguard Industrials ETF stock for Q3 2020, up 9.3% quarter-over-quarter.
  • 41 funds opened new Vanguard Industrials ETF positions in Q3 2020 and 22 closed out, a net change of +19 holders.
  • The largest Vanguard Industrials ETF buyer in Q3 2020 was Beacon Capital Management Inc (Ohio), an estimated $43M added.
  • The largest Vanguard Industrials ETF seller in Q3 2020 was Bank of America, an estimated $128M sold.

Based on aggregated 13F filings for Q3 2020.