Vanguard Industrials ETF
389 hedge funds and large institutions have $2.1B invested in Vanguard Industrials ETF in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 105 increasing their positions, 135 reducing their positions, and 27 closing their positions.
41% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 27
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
2% more capital invested
Capital invested by funds: $2.06B → $2.1B (+$49.2M)
1% more funds holding
Funds holding: 386 → 389 (+3)
2.06% less ownership
Funds ownership: 56.67% → 54.61% (-2.1%)
22% less repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 135
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCP
Berkeley Capital Partners
Milton,
Georgia
|
+$6.09M |
| 2 |
Rockefeller Capital Management
New York
|
+$5.04M |
| 3 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
+$4.74M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$3.89M |
| 5 |
Goldman Sachs
New York
|
+$3.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
-$10.7M |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$8.31M |
| 3 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$6.21M |
| 4 |
EDRH
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
-$5.59M |
| 5 |
SFCL
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
-$5.52M |
VIS Hedge Fund Activity: Q1 2023 in Review
389 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Industrials ETF (VIS) for Q1 2023, worth a combined $2.1B — up 2.4% from $2.06B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new VIS positions and 27 closed out — a net gain of 11 holders — while 105 added to existing stakes and 135 trimmed.
The largest buyer was Berkeley Capital Partners, opening a new position worth an estimated $6.09M. The largest seller was Exchange Traded Concepts, exiting entirely with an estimated $10.7M sold.
- 389 institutional investors held Vanguard Industrials ETF (VIS) as of Q1 2023, up from 386 in Q4 2022.
- Funds reported $2.1B of Vanguard Industrials ETF stock for Q1 2023, up 2.4% quarter-over-quarter.
- 38 funds opened new Vanguard Industrials ETF positions in Q1 2023 and 27 closed out, a net change of +11 holders.
- The largest Vanguard Industrials ETF buyer in Q1 2023 was Berkeley Capital Partners, an estimated $6.09M added.
- The largest Vanguard Industrials ETF seller in Q1 2023 was Exchange Traded Concepts, an estimated $10.7M sold.
Based on aggregated 13F filings for Q1 2023.