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Vanguard Industrials ETF

453 hedge funds and large institutions have $2.87B invested in Vanguard Industrials ETF in 2024 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 136 increasing their positions, 135 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

445% more call options, than puts

Call options by funds: $1.47M | Put options by funds: $269K

110% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 31

50% more funds holding in top 10

Funds holding in top 10: 1015 (+5)

15% more capital invested

Capital invested by funds: $2.48B → $2.87B (+$384M)

7% more funds holding

Funds holding: 424453 (+29)

1% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 135

1.45% less ownership

Funds ownership: 55.91%54.46% (-1.4%)

Holders
453
Holders Change
+29
Holders Change %
+6.84%
% of All Funds
6.53%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.22%
New
65
Increased
136
Reduced
135
Closed
31
Calls
$1.47M
Puts
$269K
Net Calls
+$1.2M
Net Calls Change
-$176K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.1B +$68.6M +301,873 +7%
PCH
2
PGIM Custom Harvest
New Jersey
$195M +$4M +17,614 +2%
BCMIO
3
Beacon Capital Management Inc (Ohio)
Ohio
$173M +$110M +484,087 +211%
Morgan Stanley
4
Morgan Stanley
New York
$133M -$115M -505,274 -48%
Wells Fargo
5
Wells Fargo
California
$117M +$13M +57,155 +14%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$93.2M +$59.9M +263,660 +224%
LPL Financial
7
LPL Financial
California
$38.7M -$87.5K -385 -0.2%
JP Morgan Chase
8
JP Morgan Chase
New York
$35.6M -$5.57M -24,529 -14%
Stifel Financial
9
Stifel Financial
Missouri
$35.2M -$395K -1,739 -1%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$35.2M +$29.1M +128,117 +801%
CFGSD
11
Compass Financial Group (South Dakota)
South Dakota
$31.9M +$1.14M +5,009 +4%
Ameriprise
12
Ameriprise
Minnesota
$28.5M -$587K -2,582 -2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$27M -$1.42M -6,251 -5%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$24M -$612K -2,695 -3%
RJA
15
Raymond James & Associates
Florida
$22.6M +$1.34M +5,881 +7%
M&T Bank
16
M&T Bank
New York
$22.4M -$539K -2,374 -3%
HighTower Advisors
17
HighTower Advisors
Illinois
$21M +$1.27M +5,595 +7%
CAN
18
Cetera Advisor Networks
California
$20.9M +$6.61M +29,120 +52%
KIA
19
KCM Investment Advisors
California
$20.1M +$85K +374 +0.5%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$19.2M -$220K -969 -1%
Empower Advisory Group
21
Empower Advisory Group
Colorado
$18.6M -$381K -1,677 -2%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$18.2M +$626K +2,754 +4%
Osaic Holdings
23
Osaic Holdings
Arizona
$18.1M -$5.08M -22,369 -23%
Truist Financial
24
Truist Financial
North Carolina
$13M -$899K -3,956 -7%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$12.9M +$424K +1,866 +4%

VIS Hedge Fund Activity: Q1 2024 in Review

453 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Industrials ETF (VIS) for Q1 2024, worth a combined $2.87B — up 15% from $2.48B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new VIS positions and 31 closed out — a net gain of 34 holders — while 136 added to existing stakes and 135 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $110M. The largest seller was Morgan Stanley, cutting an estimated $115M.

  • 453 institutional investors held Vanguard Industrials ETF (VIS) as of Q1 2024, up from 424 in Q4 2023.
  • Funds reported $2.87B of Vanguard Industrials ETF stock for Q1 2024, up 15% quarter-over-quarter.
  • 65 funds opened new Vanguard Industrials ETF positions in Q1 2024 and 31 closed out, a net change of +34 holders.
  • The largest Vanguard Industrials ETF buyer in Q1 2024 was Beacon Capital Management Inc (Ohio), an estimated $110M added.
  • The largest Vanguard Industrials ETF seller in Q1 2024 was Morgan Stanley, an estimated $115M sold.

Based on aggregated 13F filings for Q1 2024.