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Institutional Ownership · SEC Form 13F

Who owns VANGUARD INDUSTRIALS INDEX FUND (VIS)


Which tracked institutional funds hold VIS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VIS company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

593
Institutional holders
12M
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on VIS is one-sided between 2026-Q1 and 2026-Q2: 155 added or opened and 39 trimmed or exited — on balance accumulating.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

VIS’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in VIS divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 593 tracked filers holding VIS, 259 increased or opened the position and 238 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in VIS between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 16

  • Marks Wealth, LLC$30M
  • Teucrium Investment Advisors, LLC$4M
  • NewEdge Advisors, LLC$4M
  • BRIGHTON JONES LLC$2M
  • Aspire Capital Advisors LLC$2M
  • VAQUERO PRIVATE WEALTH, LTD$1M

Full exits 22

  • Main Management LLC$52M
  • HighTower Advisors, LLC$45M
  • Janney Montgomery Scott LLC$11M
  • Cambridge Investment Research Advisors, Inc.$6M
  • Anchor Investment Management, LLC$4M
  • FLOW TRADERS U.S. LLC$2M

Largest adds

  • BANK OF AMERICA CORP /DE/$237M
  • PGIM Custom Harvest LLC$63M
  • MORGAN STANLEY$56M
  • WELLS FARGO & COMPANY/MN$21M
  • LPL Financial LLC$18M
  • UBS Group AG$16M

Largest trims

  • BLAIR WILLIAM & CO/IL$4M
  • Kinloch Capital, LLC$4M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$4M
  • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$4M
  • Richmond Brothers, Inc.$3M
  • EXCHANGE TRADED CONCEPTS, LLC$2M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
BANK OF AMERICA CORP /DE/ added4,059,536$1.5B35.4%2026-Q2
PGIM Custom Harvest LLC added1,046,706$377M9.1%2026-Q2
MORGAN STANLEY added896,593$323M7.8%2026-Q2
WELLS FARGO & COMPANY/MN trimmed614,868$222M5.4%2026-Q2
UBS Group AG trimmed370,300$133M3.2%2026-Q2
LPL Financial LLC added303,789$109M2.6%2026-Q2
Beacon Capital Management, Inc. trimmed280,807$101M2.4%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added272,584$98M2.4%2026-Q2
RAYMOND JAMES FINANCIAL INC added261,124$94M2.3%2026-Q2
ROYAL BANK OF CANADA added163,928$59M1.4%2026-Q2
STIFEL FINANCIAL CORP added162,687$59M1.4%2026-Q2
AMERIPRISE FINANCIAL INC added155,606$56M1.4%2026-Q2
Compass Financial Group, INC/SD added148,597$54M1.3%2026-Q2
JPMORGAN CHASE & CO added141,400$50M1.2%2026-Q2
Lido Advisors, LLC added112,796$41M1.0%2026-Q2
Ameritas Advisory Services, LLC added103,898$37M0.9%2026-Q2
Cetera Investment Advisers trimmed98,849$36M0.9%2026-Q2
Rockefeller Capital Management L.P. trimmed90,947$33M0.8%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed90,784$33M0.8%2026-Q2
KCM INVESTMENT ADVISORS LLC trimmed86,620$31M0.8%2026-Q2
Marks Wealth, LLC added82,704$30M0.7%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC added78,957$28M0.7%2026-Q2
Harfst & Associates, Inc. added73,175$26M0.6%2026-Q2
OSAIC HOLDINGS, INC. added72,593$26M0.6%2026-Q2
MML INVESTORS SERVICES, LLC added61,898$22M0.5%2026-Q2
M&T Bank Corp trimmed58,706$21M0.5%2026-Q2
Steward Partners Investment Advisory, LLC added57,824$21M0.5%2026-Q2
Cadent Capital Advisors, LLC added51,263$18M0.4%2026-Q2
Capital Advantage, Inc. trimmed50,964$18M0.4%2026-Q2
PNC Financial Services Group, Inc. trimmed48,792$18M0.4%2026-Q2
MinichMacGregor Wealth Management, LLC trimmed44,067$16M0.4%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP added43,379$16M0.4%2026-Q2
Empower Advisory Group, LLC added41,122$15M0.4%2026-Q2
BNP PARIBAS FINANCIAL MARKETS added40,000$14M0.3%2026-Q2
Clear Creek Financial Management, LLC added39,804$14M0.3%2026-Q2
J.W. COLE ADVISORS, INC. added38,155$14M0.3%2026-Q2
AGF MANAGEMENT LTD trimmed37,810$14M0.3%2026-Q2
Trinity Legacy Partners, LLC trimmed37,658$13M0.3%2026-Q2
GOLDMAN SACHS GROUP INC added37,209$13M0.3%2026-Q2
TRUIST FINANCIAL CORP trimmed35,593$13M0.3%2026-Q2
J. Safra Sarasin Holding AG33,235$10M0.3%2026-Q2
MassMutual Private Wealth & Trust, FSB trimmed31,941$12M0.3%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added31,532$8M0.2%2026-Q2
Corient Private Wealth LP trimmed29,917$11M0.3%2026-Q2
JONES FINANCIAL COMPANIES LLLP added28,720$10M0.2%2026-Q2
SIMON QUICK ADVISORS, LLC trimmed27,563$10M0.2%2026-Q2
Federation des caisses Desjardins du Quebec added27,427$10M0.2%2026-Q2
&PARTNERS added26,863$10M0.2%2026-Q2
Strengthening Families & Communities, LLC trimmed25,757$9M0.2%2026-Q2
MERCER GLOBAL ADVISORS INC /ADV added24,664$9M0.2%2026-Q2
Quantinno Capital Management LP added24,593$9M0.2%2026-Q2
Mariner, LLC trimmed23,533$8M0.2%2026-Q2
FMR LLC added23,421$8M0.2%2026-Q2
FOUNDERS GROVE WEALTH PARTNERS, LLC trimmed23,146$8M0.2%2026-Q2
Kestra Advisory Services, LLC added18,622$7M0.2%2026-Q2
SYON CAPITAL LLC added18,424$7M0.2%2026-Q2
FINANCIAL ADVISORY PARTNERS, LLC added18,312$7M0.2%2026-Q2
Sharper & Granite LLC trimmed17,712$6M0.2%2026-Q2
Kinloch Capital, LLC trimmed17,540$6M0.2%2026-Q2
TD Waterhouse Canada Inc. added17,378$6M0.1%2026-Q2
FIFTH THIRD BANCORP trimmed16,947$6M0.1%2026-Q2
Maltin Wealth Management, Inc. trimmed16,654$6M0.1%2026-Q2
Mosley Wealth Management added16,434$6M0.1%2026-Q2
BANK OF MONTREAL /CAN/ trimmed15,982$6M0.1%2026-Q2
Quaker Wealth Management, LLC added15,916$6M0.1%2026-Q2
Pathstone Holdings, LLC added15,896$6M0.1%2026-Q2
Altura Wealth Advisors Inc. added15,843$6M0.1%2026-Q2
Creative Planning added15,807$6M0.1%2026-Q2
Foundations Investment Advisors, LLC added15,720$6M0.1%2026-Q2
Crown Wealth Group, LLC added15,058$5M0.1%2026-Q2
BAILARD, INC. trimmed14,853$5M0.1%2026-Q2
Addison Capital Co added14,420$5M0.1%2026-Q2
JOHNSON INVESTMENT COUNSEL INC trimmed13,991$5M0.1%2026-Q2
Bonfire Financial added13,890$5M0.1%2026-Q2
Keebeck Wealth Management13,245$5M0.1%2026-Q2
Salomon & Ludwin, LLC trimmed12,629$4M0.1%2026-Q2
Curran Financial Partners, LLC added12,537$5M0.1%2026-Q2
Private Advisor Group, LLC trimmed12,521$5M0.1%2026-Q2
Sierra Capital LLC11,995$4M0.1%2026-Q2
Berkeley Capital Partners, LLC added11,992$4M0.1%2026-Q2
BARTLETT & CO. WEALTH MANAGEMENT LLC11,990$4M0.1%2026-Q2
CAPTRUST FINANCIAL ADVISORS trimmed11,911$4M0.1%2026-Q2
Teucrium Investment Advisors, LLC new11,899$4M0.1%2026-Q2
GRIMES & Co WEALTH MANAGEMENT, LLC trimmed11,841$4M0.1%2026-Q2
AlphaCore Capital LLC trimmed11,825$4M0.1%2026-Q2
Sanctuary Advisors, LLC trimmed11,535$4M0.1%2026-Q2
EXCHANGE TRADED CONCEPTS, LLC trimmed11,461$4M0.1%2026-Q2
NORTHERN TRUST CORP added11,206$4M0.1%2026-Q2
Tranquilli Financial Advisor LLC trimmed11,164$4M0.1%2026-Q2
Atria Investments, Inc added11,087$4M0.1%2026-Q2
Joule Financial, LLC trimmed11,003$4M0.1%2026-Q2
Tandem Wealth Advisors LLC added10,685$4M0.1%2026-Q2
ASHTON THOMAS SECURITIES, LLC added10,441$4M0.1%2026-Q2
Integrated Wealth Concepts LLC added10,162$4M0.1%2026-Q2
B. Riley Wealth Advisors, Inc. added10,151$4M0.1%2026-Q2
O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed10,091$4M0.1%2026-Q2
Freestone Capital Holdings, LLC added10,063$4M0.1%2026-Q2
Smith Asset Management Co., LLC added9,954$4M0.1%2026-Q2
Prospera Financial Services Inc added9,879$4M0.1%2026-Q2
SHEETS SMITH WEALTH MANAGEMENT trimmed9,783$4M0.1%2026-Q2

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership