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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
AIM
51
Astor Investment Management
Illinois
$5.2M +$1.73M +15,637 +55%
CWG
52
Crown Wealth Group
North Carolina
$5.07M +$357K +3,231 +8%
PGFC
53
Peapack-Gladstone Financial Corp
New Jersey
$4.83M -$244K -2,210 -5%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$4.62M -$615K -5,569 -12%
Envestnet Portfolio Solutions
55
Envestnet Portfolio Solutions
Illinois
$4.57M -$4.89M -44,323 -53%
SG
56
Sharper & Granite
California
$4.53M -$343K -3,105 -7%
MOS
57
MGO One Seven
Ohio
$4.34M +$99.4K +900 +2%
AI
58
Atria Investments
North Carolina
$4.2M -$4.47M -40,450 -53%
AFS
59
Axiom Financial Strategies
Indiana
$3.87M -$27.2K -246 -0.7%
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$3.8M +$132K +1,196 +4%
WA
61
WBH Advisory
Maryland
$3.8M +$5.19K +47 +0.1%
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$3.74M +$634K +5,740 +22%
MECA
63
Miller Equity Capital Advisors
Texas
$3.73M
RFM
64
Royal Fund Management
Florida
$3.71M -$190K -1,720 -5%
CFP
65
Curran Financial Partners
South Carolina
$3.67M -$166K -1,507 -5%
GA
66
Greytown Advisors
Florida
$3.53M -$61.4K -556 -2%
FMP
67
Financial Management Professionals
Texas
$3.38M -$310K -2,809 -9%
NAMP
68
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$3.13M -$85.6K -775 -3%
TAM
69
Tocqueville Asset Management
New York
$3.11M +$2.91M +26,377 New
ACM
70
Absolute Capital Management
Pennsylvania
$2.98M +$1.28M +11,623 +85%
KWA
71
Kellett Wealth Advisors
Ohio
$2.89M +$2.33M +21,074 +609%
VIM
72
Vista Investment Management
Pennsylvania
$2.86M +$398K +3,608 +17%
PA
73
Pinnacle Associates
New York
$2.79M -$16.5K -149 -0.6%
ETC
74
Exchange Traded Concepts
Oklahoma
$2.65M -$2.51M -22,716 -50%
SC
75
Syon Capital
California
$2.62M +$1.17M +10,564 +90%

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.