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Vanguard Communication Services ETF

379 hedge funds and large institutions have $2.13B invested in Vanguard Communication Services ETF in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 109 increasing their positions, 133 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 31

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

7% more funds holding

Funds holding: 353379 (+26)

5% more capital invested

Capital invested by funds: $2.03B → $2.13B (+$99.7M)

1.33% less ownership

Funds ownership: 61.46%60.13% (-1.3%)

18% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 133

Holders
379
Holders Change
+26
Holders Change %
+7.37%
% of All Funds
5.53%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
63
Increased
109
Reduced
133
Closed
31
Calls
$1M
Puts
Net Calls
+$1M
Net Calls Change
+$181K
Name Holding Trade Value Shares
Change
Change in
Stake
NFA
351
Northwest Financial Advisors
Virginia
$7.06K +$6.63K +60 New
AIP
352
Ameritas Investment Partners
Nebraska
$6.71K +$6.29K +57 New
TWC
353
TD Waterhouse Canada
Ontario, Canada
$6.6K
IGWM
354
ICA Group Wealth Management
Colorado
$6.24K +$5.85K +53 New
AP
355
Aspect Partners
Virginia
$6K +$5.63K +51 New
CIAS
356
Capital Investment Advisory Services
North Carolina
$5.96K +$110 +1 +2%
AAP
357
Arax Advisory Partners
Colorado
$5.89K +$5.52K +50 New
FFA
358
Farther Finance Advisors
California
$5.89K -$131K -1,183 -96%
VWM
359
Venturi Wealth Management
Texas
$5.53K
MFA
360
McClarren Financial Advisors
Pennsylvania
$5K
MWM
361
Mascoma Wealth Management
New Hampshire
$4.59K
AIC
362
Archer Investment Corporation
Indiana
$4.27K
NC
363
NewSquare Capital
Pennsylvania
$3.88K -$10.2K -92 -74%
LF
364
Lee Financial
Texas
$3.65K
AA
365
AlphaMark Advisors
Kentucky
$3K
BWL
366
Bogart Wealth LLC
Virginia
$2.94K +$2.76K +25 New
NB
367
NBT Bank
New York
$2.59K +$2.43K +22 New
CA
368
Clearstead Advisors
Ohio
$2.24K -$2.1K -19 -50%
OP
369
ORG Partners
Indiana
$2.24K +$2.1K +19 New
EK
370
Evensky & Katz
Florida
$2K -$4.2K -38 -67%
PP
371
Pacifica Partners
Canada
$1.55K +$1.55K +14 New
National Bank of Canada
372
National Bank of Canada
Quebec, Canada
$1.17K
SWM
373
Sanctuary Wealth Management
Idaho
$1.06K
C
374
Covestor
United Kingdom
$1K +$110 +1 +11%
CTWM
375
Cherry Tree Wealth Management
Minnesota
$825

VOX Hedge Fund Activity: Q4 2023 in Review

379 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Communication Services ETF (VOX) for Q4 2023, worth a combined $2.13B — up 4.9% from $2.03B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new VOX positions and 31 closed out — a net gain of 32 holders — while 109 added to existing stakes and 133 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $126M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $162M.

  • 379 institutional investors held Vanguard Communication Services ETF (VOX) as of Q4 2023, up from 353 in Q3 2023.
  • Funds reported $2.13B of Vanguard Communication Services ETF stock for Q4 2023, up 4.9% quarter-over-quarter.
  • 63 funds opened new Vanguard Communication Services ETF positions in Q4 2023 and 31 closed out, a net change of +32 holders.
  • The largest Vanguard Communication Services ETF buyer in Q4 2023 was Morgan Stanley, an estimated $126M added.
  • The largest Vanguard Communication Services ETF seller in Q4 2023 was Beacon Capital Management Inc (Ohio), an estimated $162M sold.

Based on aggregated 13F filings for Q4 2023.