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Vanguard Industrials ETF
VIS

459 hedge funds and large institutions have $2.87B invested in Vanguard Industrials ETF in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 121 increasing their positions, 151 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 31

2.23% more ownership

Funds ownership: 54.46% → 56.69% (+2.2%)

1% more funds holding

Funds holding: 453 → 459 (+6)

0% less capital invested

Capital invested by funds: $2.87B → $2.87B (-$446K)

13% less funds holding in top 10

Funds holding in top 10: 15 → 13 (-2)

20% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 151

Holders
459
Holders Change
+6
Holders Change %
+1.32%
% of All Funds
6.63%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
44
Increased
121
Reduced
151
Closed
31
Calls
$1.22M
Puts
–
Net Calls
+$1.22M
Net Calls Change
+$27K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$92.3M
2
SFC
Strategic Financial Concepts
Texas
+$30.9M
3
Morgan Stanley
Morgan Stanley
New York
+$16.6M
4
GA
GFS Advisors
Texas
+$12.9M
5
CA
Capital Advantage
California
+$12.9M

Top Sellers

1
CM
Cercano Management
Washington
-$11.1M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$7.71M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$5.82M
4
KWA
Kellett Wealth Advisors
Ohio
-$4.56M
5
Ameriprise
Ameriprise
Minnesota
-$4.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.06B -$1.01M -4,231 -0.1%
PCH
2
PGIM Custom Harvest
New Jersey
$199M +$10.9M +45,800 +6%
BCMIO
3
Beacon Capital Management Inc (Ohio)
Ohio
$160M -$7.71M -32,354 -5%
Morgan Stanley
4
Morgan Stanley
New York
$145M +$16.6M +69,524 +13%
Wells Fargo
5
Wells Fargo
California
$116M +$3.29M +13,813 +3%
UBS Group
6
UBS Group
Switzerland
$91.2M +$92.3M +387,648 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$86.1M -$3.69M -15,472 -4%
LPL Financial
8
LPL Financial
California
$41.6M +$4.38M +18,392 +12%
JP Morgan Chase
9
JP Morgan Chase
New York
$35.5M +$1.16M +4,873 +3%
Stifel Financial
10
Stifel Financial
Missouri
$34.6M +$634K +2,661 +2%
CFGSD
11
Compass Financial Group (South Dakota)
South Dakota
$31.1M +$342K +1,436 +1%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$30.6M -$3.3M -13,869 -10%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$28.8M +$2.78M +11,654 +11%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$25.3M +$2.15M +9,039 +9%
RJA
15
Raymond James & Associates
Florida
$23.6M +$1.82M +7,624 +8%
Ameriprise
16
Ameriprise
Minnesota
$23M -$4.45M -18,691 -16%
HighTower Advisors
17
HighTower Advisors
Illinois
$20.6M +$276K +1,157 +1%
M&T Bank
18
M&T Bank
New York
$20.2M -$1.32M -5,526 -6%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$19.5M +$1.97M +8,283 +11%
KIA
20
KCM Investment Advisors
California
$19.3M -$41.2K -173 -0.2%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$18.4M -$84.8K -356 -0.5%
Empower Advisory Group
22
Empower Advisory Group
Colorado
$17.9M -$51.5K -216 -0.3%
HA
23
Harfst & Associates
Wyoming
$14.1M +$12.5M +52,598 +727%
Osaic Holdings
24
Osaic Holdings
Arizona
$13.7M -$3.79M -15,923 -21%
CA
25
Capital Advantage
California
$12.6M +$12.9M +53,982 New
1
2 3 4 5

VIS Hedge Fund Activity: Q2 2024 in Review

459 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Industrials ETF (VIS) for Q2 2024, worth a combined $2.87B — down 0.02% from $2.87B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new VIS positions and 31 closed out — a net gain of 13 holders — while 121 added to existing stakes and 151 trimmed.

The largest buyer was UBS Group, opening a new position worth an estimated $92.3M. The largest seller was Cercano Management, exiting entirely with an estimated $11.1M sold.

  • 459 institutional investors held Vanguard Industrials ETF (VIS) as of Q2 2024, up from 453 in Q1 2024.
  • Funds reported $2.87B of Vanguard Industrials ETF stock for Q2 2024, down 0.02% quarter-over-quarter.
  • 44 funds opened new Vanguard Industrials ETF positions in Q2 2024 and 31 closed out, a net change of +13 holders.
  • The largest Vanguard Industrials ETF buyer in Q2 2024 was UBS Group, an estimated $92.3M added.
  • The largest Vanguard Industrials ETF seller in Q2 2024 was Cercano Management, an estimated $11.1M sold.

Based on aggregated 13F filings for Q2 2024.