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.
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: 6 → 7 (+1)
7% more funds holding
Funds holding: 353 → 379 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$126M |
| 2 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$34.7M |
| 3 |
PCH
PGIM Custom Harvest
Newark,
New Jersey
|
+$17.3M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$13.3M |
| 5 |
SPW
Surience Private Wealth
Yakima,
Washington
|
+$11.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$162M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$72M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$34.6M |
| 4 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$12.6M |
| 5 |
Goldman Sachs
New York
|
-$12.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
401
Barclays
London,
United Kingdom
| – | -$10.5K | -100 | Closed |
|
|
MMG
402
Monetary Management Group
St Louis,
Missouri
| – | -$10.5K | -100 | Closed |
|
|
MCM
403
Magnolia Capital Management
Cold Spring,
New York
| – | -$7K | -71 | Closed |
|
|
DIP
404
DT Investment Partners
Chadds Ford,
Pennsylvania
| – | -$7.26K | -69 | Closed |
|
|
BFEC
405
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$2K | -19 | Closed |
|
|
BBHC
406
Brown Brothers Harriman & Co
New York
| – | -$1.58K | -15 | Closed |
|
|
SWA
407
SOA Wealth Advisors
New York
| – | -$1.26K | -12 | Closed |
|
|
MPCG
408
Matrix Private Capital Group
New York
| – | -$1.05K | -10 | Closed |
|
|
NMG
409
New Millennium Group
Sandy,
Utah
| – | -$526 | -5 | Closed |
|
|
RFA
410
Register Financial Advisors
Atlanta,
Georgia
| – | -$526 | -5 | Closed |
|
|
TCM
411
Tradewinds Capital Management
Bellingham,
Washington
| – | -$526 | -5 | Closed |
|
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.