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Vanguard Industrials ETF

390 hedge funds and large institutions have $3.25B invested in Vanguard Industrials ETF in 2021 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 133 increasing their positions, 75 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 23

83% more funds holding in top 10

Funds holding in top 10: 611 (+5)

77% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 75

17% more funds holding

Funds holding: 332390 (+58)

3% more capital invested

Capital invested by funds: $3.15B → $3.25B (+$95.4M)

0.48% more ownership

Funds ownership: 61.94%62.43% (+0.48%)

82% less call options, than puts

Call options by funds: $1.14M | Put options by funds: $6.31M

Holders
390
Holders Change
+58
Holders Change %
+17.47%
% of All Funds
6%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.17%
New
85
Increased
133
Reduced
75
Closed
23
Calls
$1.14M
Puts
$6.31M
Net Calls
-$5.17M
Net Calls Change
-$6.37M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.37B -$372M -1,862,816 -22%
Wells Fargo
2
Wells Fargo
California
$250M +$8.8M +44,040 +4%
BCMIO
3
Beacon Capital Management Inc (Ohio)
Ohio
$230M +$7.83M +39,173 +4%
Morgan Stanley
4
Morgan Stanley
New York
$136M +$789K +3,948 +0.6%
ETC
5
Exchange Traded Concepts
Oklahoma
$133M +$116M +581,988 +777%
UBS Group
6
UBS Group
Switzerland
$101M -$1.04M -5,185 -1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$87.2M +$8.22M +41,131 +11%
AAS
8
Ameritas Advisory Services
Nebraska
$61.4M +$60.5M +302,605 New
RJFSA
9
Raymond James Financial Services Advisors
Florida
$49.7M +$941K +4,707 +2%
Ameriprise
10
Ameriprise
Minnesota
$48.5M -$2.98M -14,930 -6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$47.9M +$11.1M +55,565 +31%
Osaic Holdings
12
Osaic Holdings
Arizona
$47M +$3.51M +17,579 +8%
LPL Financial
13
LPL Financial
California
$31.4M -$1.56M -7,820 -5%
Stifel Financial
14
Stifel Financial
Missouri
$26M -$111K -553 -0.4%
MW
15
Marks Wealth
Maryland
$25M +$24.6M +123,277 New
BOPW
16
Brandywine Oak Private Wealth
Pennsylvania
$20.9M +$79K +395 +0.4%
Prudential Financial
17
Prudential Financial
New Jersey
$20.4M +$17.2M +85,930 +596%
M&T Bank
18
M&T Bank
New York
$20.4M -$101K -507 -0.5%
KIA
19
KCM Investment Advisors
California
$15.5M +$132K +658 +0.9%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$14.5M +$3.08M +15,423 +28%
PCA
21
Personal Capital Advisors
California
$13.3M +$486K +2,433 +4%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$13.2M -$245K -1,228 -2%
RJA
23
Raymond James & Associates
Florida
$13.1M +$820K +4,100 +7%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$11.6M -$595K -2,975 -5%
BFG
25
Bouchey Financial Group
New York
$11.4M +$771K +3,855 +7%