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Vanguard Industrials ETF

386 hedge funds and large institutions have $2.31B invested in Vanguard Industrials ETF in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 104 increasing their positions, 123 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more call options, than puts

Call options by funds: $1.79M | Put options by funds: $843K

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

10% more capital invested

Capital invested by funds: $2.1B → $2.31B (+$208M)

2.71% more ownership

Funds ownership: 54.61%57.32% (+2.7%)

7% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 30

1% less funds holding

Funds holding: 389386 (-3)

15% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 123

Holders
386
Holders Change
-3
Holders Change %
-0.77%
% of All Funds
6.06%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
32
Increased
104
Reduced
123
Closed
30
Calls
$1.79M
Puts
$843K
Net Calls
+$945K
Net Calls Change
-$122K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.03B +$17.5M +91,798 +2%
PCH
2
PGIM Custom Harvest
New Jersey
$157M +$2.38M +12,458 +2%
Morgan Stanley
3
Morgan Stanley
New York
$96.7M +$54.7K +286 +0.1%
Wells Fargo
4
Wells Fargo
California
$81M -$5.08M -26,577 -6%
UBS Group
5
UBS Group
Switzerland
$79.1M +$794K +4,156 +1%
BCMIO
6
Beacon Capital Management Inc (Ohio)
Ohio
$58.3M +$1.25M +6,561 +2%
LPL Financial
7
LPL Financial
California
$32.5M -$82.8K -433 -0.3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$28.6M -$3.77M -19,718 -12%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$27.4M +$2.18M +11,421 +9%
Stifel Financial
10
Stifel Financial
Missouri
$26.8M +$1.02M +5,315 +4%
CFGSD
11
Compass Financial Group (South Dakota)
South Dakota
$25.2M +$232K +1,215 +1%
Osaic Holdings
12
Osaic Holdings
Arizona
$24.2M -$331K -1,732 -1%
Manulife (Manufacturers Life Insurance)
13
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$21M +$19.5M +101,985 New
M&T Bank
14
M&T Bank
New York
$19.8M +$251K +1,313 +1%
JP Morgan Chase
15
JP Morgan Chase
New York
$19.6M +$79.3K +415 +0.4%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$18.8M +$1.73M +9,029 +11%
Ameriprise
17
Ameriprise
Minnesota
$17.9M -$715K -3,739 -4%
KIA
18
KCM Investment Advisors
California
$17.6M +$173K +905 +1%
RJA
19
Raymond James & Associates
Florida
$16.4M -$699K -3,659 -4%
JMPWA
20
JP Morgan Private Wealth Advisors
California
$16M -$1.83M -9,564 -11%
Empower Advisory Group
21
Empower Advisory Group
Colorado
$16M +$311K +1,626 +2%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$14.9M +$4.3M +22,478 +45%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$13.9M -$1.68M -8,813 -12%
JWCA
24
J.W. Cole Advisors
Florida
$12.6M -$77K -403 -0.7%
CAN
25
Cetera Advisor Networks
California
$11.9M -$29.4K -154 -0.3%

VIS Hedge Fund Activity: Q2 2023 in Review

386 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Industrials ETF (VIS) for Q2 2023, worth a combined $2.31B — up 9.9% from $2.1B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new VIS positions and 30 closed out — a net gain of 2 holders — while 104 added to existing stakes and 123 trimmed.

The largest buyer was Prostatis Group, opening a new position worth an estimated $38.1M. The largest seller was Polianta Ltd, exiting entirely with an estimated $8.48M sold.

  • 386 institutional investors held Vanguard Industrials ETF (VIS) as of Q2 2023, down from 389 in Q1 2023.
  • Funds reported $2.31B of Vanguard Industrials ETF stock for Q2 2023, up 9.9% quarter-over-quarter.
  • 32 funds opened new Vanguard Industrials ETF positions in Q2 2023 and 30 closed out, a net change of +2 holders.
  • The largest Vanguard Industrials ETF buyer in Q2 2023 was Prostatis Group, an estimated $38.1M added.
  • The largest Vanguard Industrials ETF seller in Q2 2023 was Polianta Ltd, an estimated $8.48M sold.

Based on aggregated 13F filings for Q2 2023.