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Vanguard Industrials ETF

293 hedge funds and large institutions have $2.33B invested in Vanguard Industrials ETF in 2020 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 99 increasing their positions, 65 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more call options, than puts

Call options by funds: $918K | Put options by funds: $289K

188% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 25

52% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 65

24% more capital invested

Capital invested by funds: $1.87B → $2.33B (+$457M)

18% more funds holding

Funds holding: 249293 (+44)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.25% less ownership

Funds ownership: 60.96%60.71% (-0.25%)

Holders
293
Holders Change
+44
Holders Change %
+17.67%
% of All Funds
5.18%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
72
Increased
99
Reduced
65
Closed
25
Calls
$918K
Puts
$289K
Net Calls
+$629K
Net Calls Change
-$765K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.39B -$8.16M -50,966 -0.6%
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$175M -$554K -3,462 -0.3%
Morgan Stanley
3
Morgan Stanley
New York
$104M +$14M +87,647 +17%
UBS Group
4
UBS Group
Switzerland
$65.6M +$8.21M +51,304 +15%
Wells Fargo
5
Wells Fargo
California
$50.6M +$320K +1,996 +0.7%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$48M +$2.86M +17,839 +7%
Ameriprise
7
Ameriprise
Minnesota
$22.8M +$12.9M +80,411 +149%
Osaic Holdings
8
Osaic Holdings
Arizona
$21.6M +$622K +3,886 +3%
M&T Bank
9
M&T Bank
New York
$20M -$1.62M -10,096 -8%
Stifel Financial
10
Stifel Financial
Missouri
$18.9M +$1.14M +7,146 +7%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$16.3M -$1.75M -10,925 -10%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$16.1M +$4.2M +26,267 +38%
BOPW
13
Brandywine Oak Private Wealth
Pennsylvania
$16M +$107K +667 +0.7%
LPL Financial
14
LPL Financial
California
$15.4M +$2.63M +16,419 +22%
Vanguard Group
15
Vanguard Group
Pennsylvania
$12.7M +$11.6M +72,231 +3,215%
Manulife (Manufacturers Life Insurance)
16
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.7M +$3.66M +22,853 +50%
MW
17
Marks Wealth
Maryland
$11.4M +$10.8M +67,194 New
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$10.9M +$1.31M +8,153 +15%
KIA
19
KCM Investment Advisors
California
$10.7M +$2.97M +18,546 +42%
APF
20
Alaska Permanent Fund
Alaska
$8.64M +$3.01M +18,830 +59%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$8.23M +$384K +2,399 +5%
LNB
22
Ledyard National Bank
$6.91M -$56K -350 -0.9%
Kovitz Investment Group Partners
23
Kovitz Investment Group Partners
Illinois
$6.4M -$530K -3,310 -8%
RJA
24
Raymond James & Associates
Florida
$6.3M +$169K +1,053 +3%
JMPWA
25
JP Morgan Private Wealth Advisors
California
$6.01M +$1.44M +8,995 +34%

VIS Hedge Fund Activity: Q4 2020 in Review

293 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Industrials ETF (VIS) for Q4 2020, worth a combined $2.33B — up 24% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new VIS positions and 25 closed out — a net gain of 47 holders — while 99 added to existing stakes and 65 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14M. The largest seller was Bank of America, cutting an estimated $8.16M.

  • 293 institutional investors held Vanguard Industrials ETF (VIS) as of Q4 2020, up from 249 in Q3 2020.
  • Funds reported $2.33B of Vanguard Industrials ETF stock for Q4 2020, up 24% quarter-over-quarter.
  • 72 funds opened new Vanguard Industrials ETF positions in Q4 2020 and 25 closed out, a net change of +47 holders.
  • The largest Vanguard Industrials ETF buyer in Q4 2020 was Morgan Stanley, an estimated $14M added.
  • The largest Vanguard Industrials ETF seller in Q4 2020 was Bank of America, an estimated $8.16M sold.

Based on aggregated 13F filings for Q4 2020.