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Vanguard Communication Services ETF

175 hedge funds and large institutions have $625M invested in Vanguard Communication Services ETF in 2017 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 54 increasing their positions, 57 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 27

7% more funds holding

Funds holding: 164175 (+11)

5% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 57

3.92% less ownership

Funds ownership: 61.07%57.15% (-3.9%)

23% less call options, than puts

Call options by funds: $675K | Put options by funds: $878K

25% less capital invested

Capital invested by funds: $831M → $625M (-$206M)

Holders
175
Holders Change
+11
Holders Change %
+6.71%
% of All Funds
3.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
40
Increased
54
Reduced
57
Closed
27
Calls
$675K
Puts
$878K
Net Calls
-$203K
Net Calls Change
+$368K
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
76
BDO Wealth Advisors
Florida
$504K -$11.2K -125 -2%
HNB
77
Huntington National Bank
Ohio
$455K
WIC
78
Woodmont Investment Counsel
Tennessee
$441K +$112K +1,250 +35%
Creative Planning
79
Creative Planning
Kansas
$433K -$278K -3,088 -39%
SSB
80
Sandy Spring Bank
Maryland
$394K +$124K +1,375 +47%
GP
81
Greenline Partners
New York
$383K +$378K +4,205 New
FAAS
82
First Allied Advisory Services
California
$371K +$8.54K +95 +2%
PAG
83
Private Advisor Group
New Jersey
$369K -$1.35M -15,027 -79%
BCA
84
Bray Capital Advisors
Florida
$360K -$242K -2,685 -40%
MIC
85
Meridian Investment Counsel
California
$338K
ECM
86
Exchange Capital Management
Michigan
$325K +$162K +1,800 +102%
BFA
87
Bragg Financial Advisors
North Carolina
$290K -$9.54K -106 -3%
CAN
88
Cetera Advisor Networks
California
$286K -$68.4K -760 -20%
BCM
89
Boltwood Capital Management
California
$283K +$13.5K +150 +5%
VWM
90
Venturi Wealth Management
Texas
$275K -$329K -3,660 -55%
OAM
91
Oppenheimer Asset Management
New York
$274K
TH
92
Timber Hill
Connecticut
$266K -$1.95M -21,684 -88%
William Blair & Company
93
William Blair & Company
Illinois
$260K -$27.1K -301 -10%
FCI
94
Financial Counselors Inc
Kansas
$254K +$7.92K +88 +3%
RT
95
Rockland Trust
Massachusetts
$254K +$251K +2,791 New
Citadel Advisors
96
Citadel Advisors
Florida
$244K -$761K -8,464 -76%
MPWT
97
MassMutual Private Wealth & Trust
Connecticut
$238K +$58.6K +652 +33%
TPSF
98
Texas Permanent School Fund
Texas
$236K -$339K -3,770 -59%
CB
99
Chemical Bank
Michigan
$230K +$2.7K +30 +1%
Baird Financial Group
100
Baird Financial Group
Wisconsin
$230K +$226K +2,518 New

VOX Hedge Fund Activity: Q4 2017 in Review

175 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard Communication Services ETF (VOX) for Q4 2017, worth a combined $625M — down 25% from $831M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new VOX positions and 27 closed out — a net gain of 13 holders — while 54 added to existing stakes and 57 trimmed.

The largest buyer was United Capital Financial Advisors, adding an estimated $36.6M. The largest seller was Bank of America, cutting an estimated $256M.

  • 175 institutional investors held Vanguard Communication Services ETF (VOX) as of Q4 2017, up from 164 in Q3 2017.
  • Funds reported $625M of Vanguard Communication Services ETF stock for Q4 2017, down 25% quarter-over-quarter.
  • 40 funds opened new Vanguard Communication Services ETF positions in Q4 2017 and 27 closed out, a net change of +13 holders.
  • The largest Vanguard Communication Services ETF buyer in Q4 2017 was United Capital Financial Advisors, an estimated $36.6M added.
  • The largest Vanguard Communication Services ETF seller in Q4 2017 was Bank of America, an estimated $256M sold.

Based on aggregated 13F filings for Q4 2017.