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Vanguard Information Technology ETF

1,247 hedge funds and large institutions have $19B invested in Vanguard Information Technology ETF in 2023 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 443 increasing their positions, 404 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $134M | Put options by funds: $106M

10% more repeat investments, than reductions

Existing positions increased: 443 | Existing positions reduced: 404

6% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 86

2% less funds holding

Funds holding: 1,2681,247 (-21)

8% less capital invested

Capital invested by funds: $20.8B → $19B (-$1.76B)

9% less funds holding in top 10

Funds holding in top 10: 10091 (-9)

11.14% less ownership

Funds ownership: 316.73%305.59% (-11%)

Holders
1,247
Holders Change
-21
Holders Change %
-1.66%
% of All Funds
19.79%
Holding in Top 10
91
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-9%
% of All Funds
1.44%
New
81
Increased
443
Reduced
404
Closed
86
Calls
$134M
Puts
$106M
Net Calls
+$27.6M
Net Calls Change
-$82M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$6.71B -$460M -8,464,536 -6%
JP Morgan Chase
2
JP Morgan Chase
New York
$2.02B +$16M +293,920 +0.8%
Morgan Stanley
3
Morgan Stanley
New York
$773M +$10.1M +185,816 +1%
UBS Group
4
UBS Group
Switzerland
$718M -$11M -201,664 -1%
Wells Fargo
5
Wells Fargo
California
$559M -$43.4M -798,488 -7%
LPL Financial
6
LPL Financial
California
$430M +$25.6M +471,144 +6%
Fisher Asset Management
7
Fisher Asset Management
Washington
$334M -$9.6M -176,504 -3%
Ameriprise
8
Ameriprise
Minnesota
$283M +$37.3M +685,480 +14%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$282M -$14.8M -271,776 -5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$195M +$34.9M +641,160 +21%
BCMIO
11
Beacon Capital Management Inc (Ohio)
Ohio
$191M +$139M +2,549,536 +224%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$175M -$6.1M -112,240 -3%
VMPIC
13
Varma Mutual Pension Insurance Co
Finland
$166M -$167M -3,063,080 -49%
RJA
14
Raymond James & Associates
Florida
$165M -$164K -3,016 -0.1%
EH
15
Equitable Holdings
New York
$154M -$2.41M -44,232 -1%
HighTower Advisors
16
HighTower Advisors
Illinois
$148M +$852K +15,664 +0.6%
Stifel Financial
17
Stifel Financial
Missouri
$144M +$2.64M +48,480 +2%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$142M +$64.7M +1,189,920 +77%
Osaic Holdings
19
Osaic Holdings
Arizona
$142M +$47.9M +880,880 +48%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$138M -$186K -3,424 -0.1%
TLIC
21
Taiyo Life Insurance Company
Japan
$123M
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$99.3M +$1.27M +23,408 +1%
Cerity Partners
23
Cerity Partners
New York
$97M -$8.53M -156,888 -8%
PCH
24
PGIM Custom Harvest
New Jersey
$95.7M +$9.02M +165,816 +10%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$93.2M +$11.5M +210,760 +13%

VGT Hedge Fund Activity: Q3 2023 in Review

1,247 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Information Technology ETF (VGT) for Q3 2023, worth a combined $19B — down 8.4% from $20.8B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of VGT and 81 opened new positions — a net loss of 5 holders — while 404 trimmed existing stakes and 443 added.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $139M. The largest seller was Bank of America, cutting an estimated $460M.

  • 1,247 institutional investors held Vanguard Information Technology ETF (VGT) as of Q3 2023, down from 1,268 in Q2 2023.
  • Funds reported $19B of Vanguard Information Technology ETF stock for Q3 2023, down 8.4% quarter-over-quarter.
  • 81 funds opened new Vanguard Information Technology ETF positions in Q3 2023 and 86 closed out, a net change of -5 holders.
  • The largest Vanguard Information Technology ETF buyer in Q3 2023 was Beacon Capital Management Inc (Ohio), an estimated $139M added.
  • The largest Vanguard Information Technology ETF seller in Q3 2023 was Bank of America, an estimated $460M sold.

Based on aggregated 13F filings for Q3 2023.