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Vanguard Communication Services ETF
VOX

353 hedge funds and large institutions have $2.03B invested in Vanguard Communication Services ETF in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 129 increasing their positions, 107 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 30

21% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 107

18% more capital invested

Capital invested by funds: $1.72B → $2.03B (+$305M)

3.41% more ownership

Funds ownership: 58.05% → 61.46% (+3.4%)

1% more funds holding

Funds holding: 351 → 353 (+2)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

Holders
353
Holders Change
+2
Holders Change %
+0.57%
% of All Funds
5.6%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
40
Increased
129
Reduced
107
Closed
30
Calls
$820K
Puts
–
Net Calls
+$820K
Net Calls Change
-$315K

Top Buyers

Rank Fund Capital Flow
1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$148M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$59.8M
3
Osaic Holdings
Osaic Holdings
Arizona
+$30.6M
4
Wells Fargo
Wells Fargo
California
+$16.5M
5
FIA
Foundations Investment Advisors
Arizona
+$12.6M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$11.5M
2
Bank of America
Bank of America
North Carolina
-$8.96M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$6.73M
4
MIS
Morningstar Investment Services
Illinois
-$6.06M
5
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$4.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
226
PRW Wealth Management
Massachusetts
$295K +$311K +2,874 New
Prudential Financial
227
Prudential Financial
New Jersey
$294K -$13.5K -125 -4%
MCM
228
MAI Capital Management
Ohio
$293K – – –
CM
229
Capital Management
Virginia
$289K – – –
GC
230
Grimes & Company
Massachusetts
$289K +$90.8K +839 +44%
GIM
231
Goelzer Investment Management
Indiana
$278K +$67K +619 +31%
MFS
232
Madrona Financial Services
Washington
$270K -$44.9K -415 -14%
BCM
233
Boltwood Capital Management
California
$266K -$27.6K -255 -9%
EWM
234
Empirical Wealth Management
Washington
$266K – – –
CWM
235
Cornerstone Wealth Management
Missouri
$262K +$61K +564 +29%
RJT
236
Raymond James Trust
Florida
$261K -$15K -139 -5%
LL
237
LPWM LLC
Minnesota
$256K – – –
AF
238
Allworth Financial
California
$254K – – –
CB
239
Commerce Bank
Missouri
$253K – – –
Fidelity Investments
240
Fidelity Investments
Massachusetts
$252K +$64.2K +593 +33%
CG
241
Caprock Group
Idaho
$251K – – –
ML
242
McAdam LLC
Pennsylvania
$251K -$3.25K -30 -1%
AWM
243
Axxcess Wealth Management
California
$251K +$258K +2,386 New
SL
244
SWMG LLC
Texas
$249K -$88K -813 -26%
William Blair & Company
245
William Blair & Company
Illinois
$248K -$31.4K -290 -11%
MCCP
246
Mission Creek Capital Partners
California
$242K -$7.14K -66 -3%
IFA
247
Interactive Financial Advisors
Illinois
$242K -$31K -287 -11%
WPC
248
Waters Parkerson & Co
Louisiana
$241K – – –
GFWA
249
Grey Fox Wealth Advisors
Delaware
$241K +$649 +6 +0.3%
CA
250
Continuum Advisory
Idaho
$239K -$46.3K -428 -16%
8 9
10
11 12

VOX Hedge Fund Activity: Q3 2023 in Review

353 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Communication Services ETF (VOX) for Q3 2023, worth a combined $2.03B — up 18% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new VOX positions and 30 closed out — a net gain of 10 holders — while 129 added to existing stakes and 107 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $148M. The largest seller was JP Morgan Chase, cutting an estimated $11.5M.

  • 353 institutional investors held Vanguard Communication Services ETF (VOX) as of Q3 2023, up from 351 in Q2 2023.
  • Funds reported $2.03B of Vanguard Communication Services ETF stock for Q3 2023, up 18% quarter-over-quarter.
  • 40 funds opened new Vanguard Communication Services ETF positions in Q3 2023 and 30 closed out, a net change of +10 holders.
  • The largest Vanguard Communication Services ETF buyer in Q3 2023 was Beacon Capital Management Inc (Ohio), an estimated $148M added.
  • The largest Vanguard Communication Services ETF seller in Q3 2023 was JP Morgan Chase, an estimated $11.5M sold.

Based on aggregated 13F filings for Q3 2023.