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Vanguard Information Technology ETF

586 hedge funds and large institutions have $9.05B invested in Vanguard Information Technology ETF in 2018 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 168 increasing their positions, 202 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,216% more call options, than puts

Call options by funds: $6.16M | Put options by funds: $468K

63% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 73

7% more funds holding

Funds holding: 547586 (+39)

7% less funds holding in top 10

Funds holding in top 10: 4138 (-3)

8.04% less ownership

Funds ownership: 428.21%420.17% (-8%)

17% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 202

24% less capital invested

Capital invested by funds: $11.9B → $9.05B (-$2.85B)

Holders
586
Holders Change
+39
Holders Change %
+7.13%
% of All Funds
13.05%
Holding in Top 10
38
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.32%
% of All Funds
0.85%
New
119
Increased
168
Reduced
202
Closed
73
Calls
$6.16M
Puts
$468K
Net Calls
+$5.69M
Net Calls Change
+$3.17M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$3.96B -$338M -14,896,736 -7%
JP Morgan Chase
2
JP Morgan Chase
New York
$844M +$60.9M +2,687,640 +7%
UBS Group
3
UBS Group
Switzerland
$457M -$24.5M -1,080,528 -5%
Morgan Stanley
4
Morgan Stanley
New York
$387M -$5.36M -236,632 -1%
Ameriprise
5
Ameriprise
Minnesota
$385M -$81.7M -3,607,208 -16%
Wells Fargo
6
Wells Fargo
California
$336M -$56.1M -2,476,864 -13%
RBA
7
Richard Bernstein Advisors
New York
$193M -$29.1M -1,282,048 -12%
MIFH
8
Migdal Insurance & Financial Holdings
Israel
$162M +$27.1M +1,194,856 +18%
LPL Financial
9
LPL Financial
California
$160M +$6.61M +291,616 +4%
HIIFS
10
Harel Insurance Investments & Financial Services
Israel
$142M +$1.74M +76,800 +1%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$102M +$4.28M +188,752 +4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$89.7M -$2.96M -130,408 -3%
M&T Bank
13
M&T Bank
New York
$81.2M -$6.2M -273,768 -7%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$68.8M -$2.66M -117,600 -3%
Axa
15
Axa
France
$65.3M -$943K -41,600 -1%
BOS
16
Bingham Osborn & Scarborough
California
$54.1M -$2.84M -125,216 -5%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$51.1M +$18.1M +799,856 +48%
Stifel Financial
18
Stifel Financial
Missouri
$45.7M +$23M +1,015,792 +87%
AAS
19
Annex Advisory Services
Wisconsin
$44.9M +$1.16M +51,408 +2%
RJA
20
Raymond James & Associates
Florida
$44.3M +$8.27M +365,136 +21%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$42.4M +$5.78M +254,984 +14%
MIH
22
Madison Investment Holdings
Wisconsin
$39.5M +$14.2M +625,936 +49%
FNFDCM
23
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$36.6M -$620K -27,360 -2%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$35.8M -$3.79M -167,096 -9%
NAMP
25
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$30.6M -$1.38M -61,056 -4%

VGT Hedge Fund Activity: Q4 2018 in Review

586 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Vanguard Information Technology ETF (VGT) for Q4 2018, worth a combined $9.05B — down 24% from $11.9B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new VGT positions and 73 closed out — a net gain of 46 holders — while 168 added to existing stakes and 202 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $60.9M. The largest seller was Bank of America, cutting an estimated $338M.

  • 586 institutional investors held Vanguard Information Technology ETF (VGT) as of Q4 2018, up from 547 in Q3 2018.
  • Funds reported $9.05B of Vanguard Information Technology ETF stock for Q4 2018, down 24% quarter-over-quarter.
  • 119 funds opened new Vanguard Information Technology ETF positions in Q4 2018 and 73 closed out, a net change of +46 holders.
  • The largest Vanguard Information Technology ETF buyer in Q4 2018 was JP Morgan Chase, an estimated $60.9M added.
  • The largest Vanguard Information Technology ETF seller in Q4 2018 was Bank of America, an estimated $338M sold.

Based on aggregated 13F filings for Q4 2018.