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Vanguard Information Technology ETF

1,457 hedge funds and large institutions have $24.4B invested in Vanguard Information Technology ETF in 2024 Q1 according to their latest regulatory filings, with 148 funds opening new positions, 512 increasing their positions, 479 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 67

5% more funds holding

Funds holding: 1,3931,457 (+64)

3% more funds holding in top 10

Funds holding in top 10: 102105 (+3)

7% more repeat investments, than reductions

Existing positions increased: 512 | Existing positions reduced: 479

4% more capital invested

Capital invested by funds: $23.4B → $24.4B (+$1.03B)

1% more call options, than puts

Call options by funds: $198M | Put options by funds: $195M

19.76% less ownership

Funds ownership: 315.43%295.67% (-20%)

Holders
1,457
Holders Change
+64
Holders Change %
+4.59%
% of All Funds
20.99%
Holding in Top 10
105
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.94%
% of All Funds
1.51%
New
148
Increased
512
Reduced
479
Closed
67
Calls
$198M
Puts
$195M
Net Calls
+$2.27M
Net Calls Change
+$114M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$8.38B -$21.5M -338,752 -0.3%
JP Morgan Chase
2
JP Morgan Chase
New York
$2.65B -$43.9M -693,224 -2%
Morgan Stanley
3
Morgan Stanley
New York
$1.02B -$984M -15,516,416 -50%
UBS Group
4
UBS Group
Switzerland
$936M +$11.7M +184,744 +1%
Wells Fargo
5
Wells Fargo
California
$723M +$16.2M +254,984 +2%
LPL Financial
6
LPL Financial
California
$575M +$14.6M +230,808 +3%
Ameriprise
7
Ameriprise
Minnesota
$394M +$29.4M +464,528 +8%
Fisher Asset Management
8
Fisher Asset Management
Washington
$365M -$14.9M -234,976 -4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$364M +$6.69M +105,528 +2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$261M +$73M +1,151,080 +41%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$256M +$9.33M +147,240 +4%
PCH
12
PGIM Custom Harvest
New Jersey
$219M +$65.5M +1,033,584 +45%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$203M -$7.02M -110,800 -3%
RJA
14
Raymond James & Associates
Florida
$198M -$6.43M -101,448 -3%
Stifel Financial
15
Stifel Financial
Missouri
$194M +$4.12M +64,936 +2%
EH
16
Equitable Holdings
New York
$191M -$1.44M -22,768 -0.8%
SWM
17
Spire Wealth Management
Virginia
$182M -$392K -6,192 -0.5%
HighTower Advisors
18
HighTower Advisors
Illinois
$173M -$11.7M -184,328 -7%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$170M -$999K -15,768 -0.6%
BCMIO
20
Beacon Capital Management Inc (Ohio)
Ohio
$167M +$105M +1,659,744 +189%
TLIC
21
Taiyo Life Insurance Company
Japan
$155M
Cerity Partners
22
Cerity Partners
New York
$133M -$145K -2,288 -0.1%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$128M +$922K +14,552 +0.8%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$125M +$9.78M +154,312 +9%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$124M +$104M +1,647,424 +666%

VGT Hedge Fund Activity: Q1 2024 in Review

1,457 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Information Technology ETF (VGT) for Q1 2024, worth a combined $24.4B — up 4.4% from $23.4B a quarter earlier.

Buyers outnumbered sellers: 148 funds opened new VGT positions and 67 closed out — a net gain of 81 holders — while 512 added to existing stakes and 479 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $105M. The largest seller was Morgan Stanley, cutting an estimated $984M.

  • 1,457 institutional investors held Vanguard Information Technology ETF (VGT) as of Q1 2024, up from 1,393 in Q4 2023.
  • Funds reported $24.4B of Vanguard Information Technology ETF stock for Q1 2024, up 4.4% quarter-over-quarter.
  • 148 funds opened new Vanguard Information Technology ETF positions in Q1 2024 and 67 closed out, a net change of +81 holders.
  • The largest Vanguard Information Technology ETF buyer in Q1 2024 was Beacon Capital Management Inc (Ohio), an estimated $105M added.
  • The largest Vanguard Information Technology ETF seller in Q1 2024 was Morgan Stanley, an estimated $984M sold.

Based on aggregated 13F filings for Q1 2024.