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Vanguard Communication Services ETF

220 hedge funds and large institutions have $1.04B invested in Vanguard Communication Services ETF in 2020 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 79 increasing their positions, 65 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $710K | Put options by funds: $459K

22% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 65

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

2.11% less ownership

Funds ownership: 65.95%63.84% (-2.1%)

5% less funds holding

Funds holding: 232220 (-12)

16% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 43

25% less capital invested

Capital invested by funds: $1.39B → $1.04B (-$347M)

Holders
220
Holders Change
-12
Holders Change %
-5.17%
% of All Funds
4.85%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
36
Increased
79
Reduced
65
Closed
43
Calls
$710K
Puts
$459K
Net Calls
+$251K
Net Calls Change
-$268K
Name Holding Trade Value Shares
Change
Change in
Stake
GFPC
51
Global Financial Private Capital
Florida
$2.15M +$1.19M +13,159 +87%
SS
52
Simplicity Solutions
Minnesota
$2.15M +$807K +8,929 +46%
DBIA
53
Dumont & Blake Investment Advisors
New Jersey
$1.89M -$8.49K -94 -0.4%
V
54
Veritable
Delaware
$1.89M -$4.25M -47,046 -66%
ECM
55
Exchange Capital Management
Michigan
$1.88M -$135K -1,499 -6%
IMOV
56
Investment Management of Virginia
Virginia
$1.76M +$660K +7,302 +46%
MCM
57
Murphy Capital Management
New Jersey
$1.6M +$92.1K +1,020 +5%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$1.42M +$1.68M +18,643 New
HT
59
Heritage Trust
Oklahoma
$1.4M -$483K -5,350 -23%
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$1.32M -$2.45M -27,118 -61%
TI
61
Trexquant Investment
Connecticut
$1.22M +$1.2M +13,248 +469%
22CM
62
20/20 Capital Management
California
$1.22M -$100K -1,108 -7%
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$1.2M +$63.9K +707 +5%
MECA
64
Miller Equity Capital Advisors
Texas
$1.15M -$33.9K -375 -2%
Citigroup
65
Citigroup
New York
$1.15M +$22.7K +251 +2%
DWT
66
Dorsey & Whitney Trust
South Dakota
$1.13M -$62.4K -691 -4%
ST
67
Sabal Trust
Florida
$1.1M +$23.9K +265 +2%
VIM
68
Vista Investment Management
Pennsylvania
$1.09M +$159K +1,758 +14%
TCOO
69
Trust Company of Oklahoma
Oklahoma
$1.04M -$267K -2,952 -18%
BOM
70
Bank of Marin
California
$1.03M +$808K +8,942 +197%
AP
71
Appleton Partners
Massachusetts
$1.01M
Commonwealth Equity Services
72
Commonwealth Equity Services
Massachusetts
$994K +$75.1K +831 +7%
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$909K -$16.6K -184 -1%
PAG
74
Private Advisor Group
New Jersey
$886K +$30.6K +339 +3%
MPWT
75
MassMutual Private Wealth & Trust
Connecticut
$883K -$147K -1,627 -12%

VOX Hedge Fund Activity: Q1 2020 in Review

220 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Vanguard Communication Services ETF (VOX) for Q1 2020, worth a combined $1.04B — down 25% from $1.39B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of VOX and 36 opened new positions — a net loss of 7 holders — while 65 trimmed existing stakes and 79 added.

The largest buyer was JP Morgan Chase, adding an estimated $16M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $71.3M.

  • 220 institutional investors held Vanguard Communication Services ETF (VOX) as of Q1 2020, down from 232 in Q4 2019.
  • Funds reported $1.04B of Vanguard Communication Services ETF stock for Q1 2020, down 25% quarter-over-quarter.
  • 36 funds opened new Vanguard Communication Services ETF positions in Q1 2020 and 43 closed out, a net change of -7 holders.
  • The largest Vanguard Communication Services ETF buyer in Q1 2020 was JP Morgan Chase, an estimated $16M added.
  • The largest Vanguard Communication Services ETF seller in Q1 2020 was Beacon Capital Management Inc (Ohio), an estimated $71.3M sold.

Based on aggregated 13F filings for Q1 2020.