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Vanguard Information Technology ETF

1,195 hedge funds and large institutions have $19.3B invested in Vanguard Information Technology ETF in 2023 Q1 according to their latest regulatory filings, with 143 funds opening new positions, 374 increasing their positions, 426 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more call options, than puts

Call options by funds: $248M | Put options by funds: $72.1M

165% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 54

24% more funds holding in top 10

Funds holding in top 10: 7188 (+17)

16% more capital invested

Capital invested by funds: $16.7B → $19.3B (+$2.64B)

5% more funds holding

Funds holding: 1,1431,195 (+52)

1.04% less ownership

Funds ownership: 329.67%328.63% (-1%)

12% less repeat investments, than reductions

Existing positions increased: 374 | Existing positions reduced: 426

Holders
1,195
Holders Change
+52
Holders Change %
+4.55%
% of All Funds
19.04%
Holding in Top 10
88
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+23.94%
% of All Funds
1.4%
New
143
Increased
374
Reduced
426
Closed
54
Calls
$248M
Puts
$72.1M
Net Calls
+$176M
Net Calls Change
+$97.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MAG
76
Mokosak Advisory Group
Iowa
$19.4M +$921K +20,824 +5%
CAWM
77
Capital Advisors Wealth Management
Washington
$19.1M +$3.87M +87,592 +28%
TF
78
TIAA FSB
Florida
$19M -$2.14M -48,400 -11%
Fifth Third Bancorp
79
Fifth Third Bancorp
Ohio
$19M -$1.44M -32,480 -8%
SPIA
80
Steward Partners Investment Advisory
New York
$18.9M -$321K -7,264 -2%
CS
81
Credit Suisse
Switzerland
$18.3M +$4.92M +111,328 +42%
MCM
82
MAI Capital Management
Ohio
$17.9M -$786K -17,784 -5%
FDCDDQ
83
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.7M -$10.5M -238,048 -39%
MML Investors Services
84
MML Investors Services
Massachusetts
$17.2M +$391K +8,840 +3%
WLIM
85
White Lighthouse Investment Management
Massachusetts
$16.7M -$188K -4,256 -1%
MPWT
86
MassMutual Private Wealth & Trust
Connecticut
$15.9M +$16.6K +376 +0.1%
PFMU
87
Privium Fund Management (UK)
United Kingdom
$15.8M +$2.98M +67,480 +25%
Cetera Investment Advisers
88
Cetera Investment Advisers
Illinois
$14.9M +$1.52M +34,432 +13%
AFS
89
Axiom Financial Strategies
Indiana
$14.8M -$19.1K -432 -0.1%
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$14.8M -$1.06M -23,952 -7%
BEAM
91
Baker Ellis Asset Management
Washington
$14.5M -$760K -17,200 -5%
SVCP
92
Silicon Valley Capital Partners
California
$14.5M +$1.04M +23,536 +9%
BRWA
93
B. Riley Wealth Advisors
Florida
$14.2M -$2.39M -54,048 -16%
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$14M -$847K -19,152 -6%
FSA
95
Financial Services Advisory
Maryland
$14M +$12.8M +290,232 New
Baird Financial Group
96
Baird Financial Group
Wisconsin
$13.8M -$272K -6,160 -2%
Fidelity Investments
97
Fidelity Investments
Massachusetts
$13.7M +$447K +10,104 +4%
CC
98
Callan Capital
California
$13.4M +$708K +16,016 +6%
AWS
99
Atria Wealth Solutions
New York
$13.3M +$2.63M +59,600 +28%
SC
100
Swan Capital
Florida
$13.3M +$12.2M +275,736 New

VGT Hedge Fund Activity: Q1 2023 in Review

1,195 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Information Technology ETF (VGT) for Q1 2023, worth a combined $19.3B — up 16% from $16.7B a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new VGT positions and 54 closed out — a net gain of 89 holders — while 374 added to existing stakes and 426 trimmed.

The largest buyer was Cerity Partners, adding an estimated $76.8M. The largest seller was Bank of America, cutting an estimated $243M.

  • 1,195 institutional investors held Vanguard Information Technology ETF (VGT) as of Q1 2023, up from 1,143 in Q4 2022.
  • Funds reported $19.3B of Vanguard Information Technology ETF stock for Q1 2023, up 16% quarter-over-quarter.
  • 143 funds opened new Vanguard Information Technology ETF positions in Q1 2023 and 54 closed out, a net change of +89 holders.
  • The largest Vanguard Information Technology ETF buyer in Q1 2023 was Cerity Partners, an estimated $76.8M added.
  • The largest Vanguard Information Technology ETF seller in Q1 2023 was Bank of America, an estimated $243M sold.

Based on aggregated 13F filings for Q1 2023.