Vanguard Industrials

VIS • ARCA

Vanguard Industrials is an exchange-traded fund on ARCA. As of Q3 2025, 510 institutional investors hold shares in this ETF, with total holdings valued at $3.5B. BANK OF AMERICA CORP /DE/ is the largest holder with a position valued at $1.2B.

Overview

Overview of institutional ownership in VIS as of Q3 2025

All Institutions

Institutions: 510
Value Held: $3.5B
Shares Held: 11.9M
Avg Position: $6.9M
Median Position: $524.3K

Hedge Funds

Hedge Funds: 5
Value Held: $8.8M
Shares Held: 29.7K
Avg Position: $1.8M
Median Position: $434.1K

Biggest Investors

Institutions with the largest positions in VIS as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$1.2B 0.09% of portfolio	3.9M shares	≤ Q2 2013 Held for 12y 5m+	$1.33T
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$276.7M 0.02% of portfolio	933.9K shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
Green Harvest Asset Management LLC Long Only Manager	Stuart Sherman Parker CEO	$273.6M 4.19% of portfolio	923.6K shares	Q4 2022 Held for 2y 11m	$6.5B
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$158.0M 0.03% of portfolio	533.2K shares	≤ Q2 2013 Held for 12y 5m+	$488.50B
Beacon Capital Management, Inc. RIA/Wealth	Emily Marlene Damman President	$117.9M 5.63% of portfolio	397.9K shares	Q4 2013 Held for 11y 11m	$2.1B
UBS Group AG Institution	Sergio P. Ermotti CEO	$92.8M 0.02% of portfolio	313.1K shares	Q4 2014 Held for 10y 11m	$511.54B
L LPL Financial LLC Institution	-	$84.1M 0.02% of portfolio	283.9K shares	≤ Q2 2013 Held for 12y 5m+	$340.07B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$81.4M 0.02% of portfolio	274.7K shares	Q3 2016 Held for 9y 2m	$341.99B
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$62.3M 0.02% of portfolio	210.1K shares	Q4 2024 Held for 11 months	$310.43B
R ROYAL BANK OF CANADA Institution	-	$50.8M 0.01% of portfolio	171.3K shares	≤ Q2 2013 Held for 12y 5m+	$542.04B

Net Capital Flow

Institutional buying and selling activity for VIS in Q3 2025

Traded: −$123.6M
Buyers: 197
Sellers: 182
Total Bought: +$179.7M
Total Sold: −$303.3M
Avg Position: $6.5M

Biggest Buyers

Institution	Net Bought	Current Position
BANK OF AMERICA CORP /DE/ Institution	+$73.3M +247.5K shares	$1.2B 3.9M shares
L LPL Financial LLC Institution	+$13.0M +44.0K shares	$84.1M 283.9K shares
Lido Advisors, LLC RIA/Wealth	+$11.6M +39.0K shares	$28.7M 97.0K shares
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution	+$9.2M +31.1K shares	$28.2M 95.1K shares
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth	+$8.5M +28.6K shares	$9.9M 33.6K shares
Steward Partners Investment Advisory, LLC RIA/Wealth	+$6.9M +23.3K shares	$15.3M 51.8K shares
Green Harvest Asset Management LLC Long Only Manager	+$4.0M +13.6K shares	$273.6M 923.6K shares
R ROYAL BANK OF CANADA Institution	+$3.6M +12.2K shares	$50.8M 171.3K shares
BANK OF MONTREAL /CAN/ Institution	+$3.2M +10.9K shares	$4.0M 13.4K shares
Kestra Advisory Services, LLC RIA/Wealth	+$3.1M +10.4K shares	$4.8M 16.4K shares

Biggest Sellers

Institution	Net Sold	Current Position
Kingstone Capital Partners Texas, LLC RIA/Wealth	−$109.0M −389.4K shares	Sold Off 0 shares
L Laurel Wealth Advisors LLC RIA/Wealth	−$51.1M −182.3K shares	Sold Off 0 shares
MORGAN STANLEY RIA/Wealth	−$47.7M −160.9K shares	$276.7M 933.9K shares
Beacon Capital Management, Inc. RIA/Wealth	−$17.5M −59.1K shares	$117.9M 397.9K shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	−$13.6M −46.0K shares	$81.4M 274.7K shares
BB&T CORP Institution	−$7.9M −26.6K shares	$12.3M 41.4K shares
B BNP PARIBAS ARBITRAGE, SA Institution	−$5.9M −20.0K shares	$5.9M 20.0K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	−$4.6M −15.4K shares	$62.3M 210.1K shares
Kinloch Capital, LLC RIA/Wealth	−$4.3M −15.2K shares	Sold Off 0 shares
C CI Private Wealth, LLC RIA/Wealth	−$3.8M −12.8K shares	$5.7M 19.3K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited VIS in Q3 2025

New Positions: 20
New Value: $5.9M
Exited Positions: 33
Exited Value: $174.8M

New Positions

Institution	Position Value
Quadcap Wealth Management, LLC RIA/Wealth	$973.6K 3.3K shares
ENDEAVOR PRIVATE WEALTH, INC. RIA/Wealth	$696.3K 2.4K shares
X XTX Topco Ltd Institution	$683.2K 2.3K shares
Connecticut Wealth Management, LLC RIA/Wealth	$669.8K 2.3K shares
BBR PARTNERS, LLC Family Office	$551.4K 1.9K shares
O One Capital Management, LLC RIA/Wealth	$274.1K 925.0 shares
PARSONS CAPITAL MANAGEMENT INC/RI RIA/Wealth	$262.8K 887.0 shares
NOVEM GROUP RIA/Wealth	$243.7K 822.0 shares
Miracle Mile Advisors, LLC RIA/Wealth	$213.9K 722.0 shares
S Sageworth Trust Co Institution	$213.0K 719.0 shares

Exited Positions

Institution	Previous Position
Kingstone Capital Partners Texas, LLC RIA/Wealth	$109.0M 389.4K shares
L Laurel Wealth Advisors LLC RIA/Wealth	$51.1M 182.3K shares
Kinloch Capital, LLC RIA/Wealth	$4.3M 15.2K shares
Retireful, LLC ETF Provider	$2.3M 8.1K shares
Clark Capital Management Group, Inc. RIA/Wealth	$2.1M 7.6K shares
Q Q3 Asset Management Long Only Manager	$936.6K 3.3K shares
F FLOW TRADERS U.S. LLC Institution	$741.1K 2.6K shares
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	$693.5K 2.5K shares
E Elevation Capital Advisory, LLC RIA/Wealth	$678.3K 2.4K shares
Jordan Park Group LLC Family Office	$623.2K 2.2K shares

Options Activity

Institutions with the largest Call and Put options positions in VIS as of Q3 2025

Call Positions: 1
Call Value: $977.8K
Put Positions: 1
Put Value: $1.0M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$977.8K 33.0 contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$1.0M 35.0 contracts

Most Committed Institutions

Institutions with VIS as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Compass Financial Group, INC/SD RIA/Wealth	Matthew Markowski Managing Partner	6.18% $41.1M	138.7K shares	Q4 2022 Held for 2y 11m	$664.9M
Beacon Capital Management, Inc. RIA/Wealth	Emily Marlene Damman President	5.63% $117.9M	397.9K shares	Q4 2013 Held for 11y 11m	$2.1B
C Cadent Capital Advisors, LLC RIA/Wealth	Philip Andrew Mooberry Managing Partner	5.00% $18.9M	63.6K shares	Q4 2020 Held for 4y 11m	$377.4M
Richmond Brothers, Inc. RIA/Wealth	Matthew Jeremy Curfman President	4.76% $7.5M	25.5K shares	Q3 2024 Held for 1y 2m	$158.4M
Green Harvest Asset Management LLC Long Only Manager	Stuart Sherman Parker CEO	4.19% $273.6M	923.6K shares	Q4 2022 Held for 2y 11m	$6.5B
H Harfst & Associates, Inc. Institution	-	3.78% $20.5M	69.1K shares	Q1 2024 Held for 1y 8m	$542.2M
Bonfire Financial RIA/Wealth	Brian C Colvert Managing Partner	3.48% $4.5M	15.3K shares	Q4 2024 Held for 11 months	$130.2M
Trinity Legacy Partners LLC RIA/Wealth	Fredric Brian Fisher President	2.77% $12.0M	40.0K shares	Q3 2020 Held for 5y 2m	$434.5M
ESG Planning RIA/Wealth	James Robert Rukstalis President	2.59% $5.4M	18.3K shares	Q4 2023 Held for 1y 11m	$210.0M
MinichMacGregor Wealth Management, LLC RIA/Wealth	Martin James Briesach Managing Partner	2.49% $12.8M	43.1K shares	Q3 2020 Held for 5y 2m	$512.7M