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Vanguard Industrials ETF

383 hedge funds and large institutions have $2.91B invested in Vanguard Industrials ETF in 2022 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 128 increasing their positions, 113 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 113

1.19% more ownership

Funds ownership: 62.43%63.61% (+1.2%)

3% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 40

2% less funds holding

Funds holding: 390383 (-7)

10% less capital invested

Capital invested by funds: $3.25B → $2.91B (-$337M)

55% less funds holding in top 10

Funds holding in top 10: 115 (-6)

Holders
383
Holders Change
-7
Holders Change %
-1.79%
% of All Funds
6.04%
Holding in Top 10
5
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-54.55%
% of All Funds
0.08%
New
39
Increased
128
Reduced
113
Closed
40
Calls
$1.79M
Puts
Net Calls
+$1.79M
Net Calls Change
+$6.96M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.21B -$104M -540,440 -8%
Wells Fargo
2
Wells Fargo
California
$258M +$18.3M +95,178 +8%
BCMIO
3
Beacon Capital Management Inc (Ohio)
Ohio
$186M -$33.7M -175,017 -15%
Prudential Financial
4
Prudential Financial
New Jersey
$121M +$101M +523,240 +521%
Morgan Stanley
5
Morgan Stanley
New York
$111M -$19.4M -100,720 -15%
UBS Group
6
UBS Group
Switzerland
$88M -$8.59M -44,648 -9%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$77.1M -$6.31M -32,797 -8%
AAS
8
Ameritas Advisory Services
Nebraska
$50.3M -$8.49M -44,170 -15%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$43.9M -$2M -10,401 -4%
Ameriprise
10
Ameriprise
Minnesota
$41.7M -$5.1M -26,520 -11%
Osaic Holdings
11
Osaic Holdings
Arizona
$41.2M -$2.11M -10,965 -5%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$31.2M -$16.2M -84,334 -34%
LPL Financial
13
LPL Financial
California
$30M -$45.8K -238 -0.2%
Stifel Financial
14
Stifel Financial
Missouri
$25.9M +$957K +4,979 +4%
MW
15
Marks Wealth
Maryland
$22.7M -$1.27M -6,602 -5%
ETC
16
Exchange Traded Concepts
Oklahoma
$20.9M -$106M -549,701 -84%
M&T Bank
17
M&T Bank
New York
$20M +$467K +2,427 +2%
BOPW
18
Brandywine Oak Private Wealth
Pennsylvania
$19.6M -$451K -2,344 -2%
KIA
19
KCM Investment Advisors
California
$15.5M +$642K +3,338 +4%
JMPWA
20
JP Morgan Private Wealth Advisors
California
$13.1M +$3.34M +17,383 +35%
PCA
21
Personal Capital Advisors
California
$13.1M +$365K +1,900 +3%
RJA
22
Raymond James & Associates
Florida
$12.1M -$442K -2,300 -4%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$12M -$666K -3,462 -5%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$11.6M +$528K +2,748 +5%
AI
25
Atria Investments
North Carolina
$11.6M +$5.43M +28,231 +90%

VIS Hedge Fund Activity: Q1 2022 in Review

383 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Industrials ETF (VIS) for Q1 2022, worth a combined $2.91B — down 10% from $3.25B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of VIS and 39 opened new positions — a net loss of 1 holder — while 113 trimmed existing stakes and 128 added.

The largest buyer was Prudential Financial, adding an estimated $101M. The largest seller was Exchange Traded Concepts, cutting an estimated $106M.

  • 383 institutional investors held Vanguard Industrials ETF (VIS) as of Q1 2022, down from 390 in Q4 2021.
  • Funds reported $2.91B of Vanguard Industrials ETF stock for Q1 2022, down 10% quarter-over-quarter.
  • 39 funds opened new Vanguard Industrials ETF positions in Q1 2022 and 40 closed out, a net change of -1 holder.
  • The largest Vanguard Industrials ETF buyer in Q1 2022 was Prudential Financial, an estimated $101M added.
  • The largest Vanguard Industrials ETF seller in Q1 2022 was Exchange Traded Concepts, an estimated $106M sold.

Based on aggregated 13F filings for Q1 2022.