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Vanguard Industrials ETF

323 hedge funds and large institutions have $2.95B invested in Vanguard Industrials ETF in 2021 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 129 increasing their positions, 69 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more funds holding in top 10

Funds holding in top 10: 27 (+5)

138% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 24

104% more call options, than puts

Call options by funds: $927K | Put options by funds: $455K

87% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 69

26% more capital invested

Capital invested by funds: $2.33B → $2.95B (+$618M)

10% more funds holding

Funds holding: 293323 (+30)

0.35% more ownership

Funds ownership: 60.71%61.06% (+0.35%)

Holders
323
Holders Change
+30
Holders Change %
+10.24%
% of All Funds
5.67%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.12%
New
57
Increased
129
Reduced
69
Closed
24
Calls
$927K
Puts
$455K
Net Calls
+$472K
Net Calls Change
-$157K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.68B +$129M +721,933 +9%
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$198M +$2.7M +15,167 +1%
Morgan Stanley
3
Morgan Stanley
New York
$122M +$6.24M +35,059 +6%
UBS Group
4
UBS Group
Switzerland
$92.1M +$18M +101,180 +26%
Wells Fargo
5
Wells Fargo
California
$72.7M +$15.4M +86,619 +29%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$56.8M +$3.16M +17,727 +6%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$40.4M +$21M +118,226 +125%
Ameriprise
8
Ameriprise
Minnesota
$35M +$9.19M +51,605 +38%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$29.8M +$11M +61,531 +64%
Osaic Holdings
10
Osaic Holdings
Arizona
$28.6M +$4.26M +23,913 +19%
Stifel Financial
11
Stifel Financial
Missouri
$23.8M +$2.52M +14,145 +13%
LPL Financial
12
LPL Financial
California
$23.4M +$5.86M +32,921 +36%
M&T Bank
13
M&T Bank
New York
$20.1M -$2.03M -11,384 -10%
BOPW
14
Brandywine Oak Private Wealth
Pennsylvania
$17.6M -$185K -1,038 -1%
Vanguard Group
15
Vanguard Group
Pennsylvania
$17.5M +$3.21M +18,005 +24%
HF
16
HRT Financial
New York
$16.8M +$13.9M +78,302 +745%
APF
17
Alaska Permanent Fund
Alaska
$15.9M +$5.88M +33,000 +65%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$13M +$805K +4,522 +7%
AIC
19
Ameritas Investment Company
Nebraska
$13M +$12.2M +68,501 New
KIA
20
KCM Investment Advisors
California
$12.9M +$935K +5,249 +8%
PCA
21
Personal Capital Advisors
California
$10.7M +$9.21M +51,724 +1,137%
MW
22
Marks Wealth
Maryland
$9.93M -$2.63M -14,744 -22%
TC
23
TAP Consulting
Missouri
$9.83M +$9.25M +51,927 New
I
24
INVST
Indiana
$9.74M +$8.85M +49,706 New
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$9.46M +$279K +1,566 +3%

VIS Hedge Fund Activity: Q1 2021 in Review

323 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard Industrials ETF (VIS) for Q1 2021, worth a combined $2.95B — up 26% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new VIS positions and 24 closed out — a net gain of 33 holders — while 129 added to existing stakes and 69 trimmed.

The largest buyer was Bank of America, adding an estimated $129M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $10.9M.

  • 323 institutional investors held Vanguard Industrials ETF (VIS) as of Q1 2021, up from 293 in Q4 2020.
  • Funds reported $2.95B of Vanguard Industrials ETF stock for Q1 2021, up 26% quarter-over-quarter.
  • 57 funds opened new Vanguard Industrials ETF positions in Q1 2021 and 24 closed out, a net change of +33 holders.
  • The largest Vanguard Industrials ETF buyer in Q1 2021 was Bank of America, an estimated $129M added.
  • The largest Vanguard Industrials ETF seller in Q1 2021 was Manulife (Manufacturers Life Insurance), an estimated $10.9M sold.

Based on aggregated 13F filings for Q1 2021.