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Vanguard Industrials ETF

386 hedge funds and large institutions have $2.06B invested in Vanguard Industrials ETF in 2022 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 123 increasing their positions, 112 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 22

167% more funds holding in top 10

Funds holding in top 10: 38 (+5)

24% more capital invested

Capital invested by funds: $1.66B → $2.06B (+$400M)

13% more funds holding

Funds holding: 342386 (+44)

3.19% more ownership

Funds ownership: 53.47%56.67% (+3.2%)

10% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 112

Holders
386
Holders Change
+44
Holders Change %
+12.87%
% of All Funds
6.2%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.13%
New
75
Increased
123
Reduced
112
Closed
22
Calls
$1.48M
Puts
Net Calls
+$1.48M
Net Calls Change
+$676K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$901M -$49.7M -277,593 -5%
PCH
2
PGIM Custom Harvest
New Jersey
$135M +$132M +738,370 New
Morgan Stanley
3
Morgan Stanley
New York
$89.9M -$3.3M -18,455 -4%
Wells Fargo
4
Wells Fargo
California
$77.9M +$6.17M +34,508 +9%
UBS Group
5
UBS Group
Switzerland
$72.2M -$10.8M -60,219 -13%
BCMIO
6
Beacon Capital Management Inc (Ohio)
Ohio
$46.1M +$41.7M +233,151 +1,215%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$34.2M +$21.5M +120,042 +179%
LPL Financial
8
LPL Financial
California
$29.7M +$1.93M +10,813 +7%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$25.5M +$318K +1,778 +1%
Stifel Financial
10
Stifel Financial
Missouri
$22.4M +$386K +2,159 +2%
JMPWA
11
JP Morgan Private Wealth Advisors
California
$22M +$9.13M +51,020 +74%
CFGSD
12
Compass Financial Group (South Dakota)
South Dakota
$21.8M +$21.4M +119,392 New
Osaic Holdings
13
Osaic Holdings
Arizona
$21.2M +$6.49M +36,262 +46%
Ameriprise
14
Ameriprise
Minnesota
$21.1M -$7.42M -41,473 -26%
JP Morgan Chase
15
JP Morgan Chase
New York
$17.5M +$8.07M +45,102 +89%
M&T Bank
16
M&T Bank
New York
$16.6M -$1.95M -10,895 -11%
KIA
17
KCM Investment Advisors
California
$15.3M +$321K +1,796 +2%
EDRH
18
Edmond de Rothschild Holding
Switzerland
$15M +$14.7M +81,899 New
RJFSA
19
Raymond James Financial Services Advisors
Florida
$14.8M +$295K +1,650 +2%
PCA
20
Personal Capital Advisors
California
$13.6M +$614K +3,432 +5%
RJA
21
Raymond James & Associates
Florida
$13.6M +$1.37M +7,682 +12%
CAN
22
Cetera Advisor Networks
California
$12M +$2.22M +12,426 +23%
JWCA
23
J.W. Cole Advisors
Florida
$11.3M +$6.42M +35,871 +138%
ETC
24
Exchange Traded Concepts
Oklahoma
$10.7M +$10.5M +58,558 New
AM
25
AGF Management
Ontario, Canada
$10.4M +$10.1M +56,725 New

VIS Hedge Fund Activity: Q4 2022 in Review

386 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Industrials ETF (VIS) for Q4 2022, worth a combined $2.06B — up 24% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new VIS positions and 22 closed out — a net gain of 53 holders — while 123 added to existing stakes and 112 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $41.7M. The largest seller was Prudential Financial, cutting an estimated $116M.

  • 386 institutional investors held Vanguard Industrials ETF (VIS) as of Q4 2022, up from 342 in Q3 2022.
  • Funds reported $2.06B of Vanguard Industrials ETF stock for Q4 2022, up 24% quarter-over-quarter.
  • 75 funds opened new Vanguard Industrials ETF positions in Q4 2022 and 22 closed out, a net change of +53 holders.
  • The largest Vanguard Industrials ETF buyer in Q4 2022 was Beacon Capital Management Inc (Ohio), an estimated $41.7M added.
  • The largest Vanguard Industrials ETF seller in Q4 2022 was Prudential Financial, an estimated $116M sold.

Based on aggregated 13F filings for Q4 2022.