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Vanguard Communication Services ETF
VOX

78 hedge funds and large institutions have $317M invested in Vanguard Communication Services ETF in 2013 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

26% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 23

19% more capital invested

Capital invested by funds: $266M → $317M (+$51.5M)

8% more funds holding

Funds holding: 72 → 78 (+6)

5.16% more ownership

Funds ownership: 50.55% → 55.71% (+5.2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $9.66M

Holders
78
Holders Change
+6
Holders Change %
+8.33%
% of All Funds
2.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
29
Reduced
23
Closed
7
Calls
–
Puts
$9.66M
Net Calls
-$9.66M
Net Calls Change
-$10.1M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$6.88M
2
SG Americas Securities
SG Americas Securities
New York
+$4.88M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.4M
4
NYLIM
New York Life Investment Management
New York
+$2.41M
5
MAA
Managed Account Advisors
New Jersey
+$2.22M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$3.11M
2
VKH
Virtu KCG Holdings
New York
-$2.46M
3
AssetMark Inc
AssetMark Inc
California
-$1.2M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.19M
5
RFC
Russell Frank Company
Washington
-$997K
Name Holding Trade Value Shares
Change 		Change in
Stake
PWAP
26
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$883K -$113K -1,342 -11%
MCM
27
Murphy Capital Management
New Jersey
$813K +$28.5K +340 +4%
WF
28
WealthTrust Fairport
Ohio
$790K +$47.9K +571 +6%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$750K +$353K +4,206 +88%
MFBTD
30
MB Financial Bank - Trust Department
Illinois
$692K -$230K -2,737 -25%
TT
31
Tower Trust
Indiana
$671K -$113K -1,344 -14%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$541K +$14.1K +168 +3%
LWM
33
LBA Wealth Management
Florida
$537K +$538K +6,415 New
ST
34
Spot Trading
Illinois
$537K +$539K +6,423 New
FBNAT
35
FirstMerit Bank N.A. Trustee
Ohio
$435K +$95.6K +1,139 +28%
FA
36
FDx Advisors
Illinois
$408K +$4.11K +49 +1%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$388K -$1.19M -14,196 -75%
BFA
38
Bragg Financial Advisors
North Carolina
$388K -$22.2K -265 -5%
PAG
39
Pinnacle Advisory Group
Maryland
$376K -$33.6K -400 -8%
MIC
40
Meridian Investment Counsel
California
$357K +$358K +4,263 New
V
41
Veritable
Delaware
$343K – – –
FAAS
42
First Allied Advisory Services
California
$339K +$339K +4,038 New
FNT
43
First National Trust
Pennsylvania
$324K -$40.9K -487 -11%
LNB
44
Ledyard National Bank
$273K -$85.6K -1,020 -24%
Deutsche Bank
45
Deutsche Bank
Germany
$272K -$362K -4,308 -57%
PAG
46
Private Advisor Group
New Jersey
$261K +$262K +3,121 New
JFGIW
47
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$255K +$256K +3,045 New
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$249K +$99.3K +1,183 +66%
CS
49
Credit Suisse
Switzerland
$245K +$30.5K +363 +14%
RFC
50
Russell Frank Company
Washington
$244K -$997K -11,880 -80%
1
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VOX Hedge Fund Activity: Q4 2013 in Review

78 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Vanguard Communication Services ETF (VOX) for Q4 2013, worth a combined $317M — up 19% from $266M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new VOX positions and 7 closed out — a net gain of 7 holders — while 29 added to existing stakes and 23 trimmed.

The largest buyer was Bank of America, adding an estimated $6.88M. The largest seller was Wells Fargo, cutting an estimated $3.11M.

  • 78 institutional investors held Vanguard Communication Services ETF (VOX) as of Q4 2013, up from 72 in Q3 2013.
  • Funds reported $317M of Vanguard Communication Services ETF stock for Q4 2013, up 19% quarter-over-quarter.
  • 14 funds opened new Vanguard Communication Services ETF positions in Q4 2013 and 7 closed out, a net change of +7 holders.
  • The largest Vanguard Communication Services ETF buyer in Q4 2013 was Bank of America, an estimated $6.88M added.
  • The largest Vanguard Communication Services ETF seller in Q4 2013 was Wells Fargo, an estimated $3.11M sold.

Based on aggregated 13F filings for Q4 2013.