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Vanguard Communication Services ETF
VOX

143 hedge funds and large institutions have $999M invested in Vanguard Communication Services ETF in 2016 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 53 increasing their positions, 22 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

271% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 14

141% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 22

79% more capital invested

Capital invested by funds: $558M → $999M (+$441M)

68% more call options, than puts

Call options by funds: $1.14M | Put options by funds: $678K

35% more funds holding

Funds holding: 106 → 143 (+37)

10.05% more ownership

Funds ownership: 64.2% → 74.26% (+10%)

Holders
143
Holders Change
+37
Holders Change %
+34.91%
% of All Funds
3.81%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
% of All Funds
0.11%
New
52
Increased
53
Reduced
22
Closed
14
Calls
$1.14M
Puts
$678K
Net Calls
+$462K
Net Calls Change
+$227K

Top Buyers

1
CI
Clal Insurance
Israel
+$71.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$48.9M
3
UCFA
United Capital Financial Advisors
Texas
+$28.9M
4
RIG
RiverFront Investment Group
Virginia
+$26.4M
5
Bank of America
Bank of America
North Carolina
+$21.8M

Top Sellers

1
MFBTD
MB Financial Bank - Trust Department
Illinois
-$8.05M
2
Goldman Sachs
Goldman Sachs
New York
-$5.52M
3
TH
Timber Hill
Connecticut
-$1.24M
4
BAC
Boys Arnold & Co
North Carolina
-$737K
5
PAG
Pinnacle Advisory Group
Maryland
-$705K
Name Holding Trade Value Shares
Change 		Change in
Stake
LNB
126
Ledyard National Bank
$13K – – –
ASN
127
Advisory Services Network
Georgia
$9K +$2.66K +31 +44%
TSW
128
Thompson Siegel & Walmsley
Virginia
$9K +$8.59K +100 New
MPWT
129
MassMutual Private Wealth & Trust
Connecticut
$8.53K – – –
PMFA
130
Plante Moran Financial Advisors
Michigan
$8K – – –
SBL
131
Sargent Bickham Lagudis
Colorado
$8K +$7.3K +85 New
EWM
132
Evercore Wealth Management
New York
$7K – – –
JP Morgan Chase
133
JP Morgan Chase
New York
$5K -$3.95K -46 -45%
EDRH
134
Edmond de Rothschild Holding
Switzerland
$5K +$4.29K +50 New
IIC
135
Integrated Investment Consultants
Michigan
$5K +$4.72K +55 New
FPFS
136
First Personal Financial Services
North Carolina
$4K +$3.87K +45 New
LWM
137
Lenox Wealth Management
Ohio
$2K – – –
ACM
138
Argentus Capital Management
Texas
$1K +$515 +6 New
AF
139
Allworth Financial
California
$1K +$601 +7 New
WEC
140
Winslow Evans & Crocker
Massachusetts
$371 – – –
EWM
141
Endurance Wealth Management
Rhode Island
$37 – – –
Goldman Sachs
142
Goldman Sachs
New York
– -$5.52M -65,832 Closed
TH
143
Timber Hill
Connecticut
– -$1.24M -14,730 Closed
BAC
144
Boys Arnold & Co
North Carolina
– -$737K -8,780 Closed
CCM
145
Condor Capital Management
New Jersey
– -$497K -5,919 Closed
RT
146
Rockland Trust
Massachusetts
– -$309K -3,687 Closed
FNT
147
First National Trust
Pennsylvania
– -$200K -2,389 Closed
CG
148
Colony Group
Massachusetts
– -$71K -845 Closed
GT
149
Glenmede Trust
Pennsylvania
– -$37K -447 Closed
VNA
150
Valley National Advisers
Pennsylvania
– -$13K -154 Closed
3 4 5
6
7

VOX Hedge Fund Activity: Q1 2016 in Review

143 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Vanguard Communication Services ETF (VOX) for Q1 2016, worth a combined $999M — up 79% from $558M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new VOX positions and 14 closed out — a net gain of 38 holders — while 53 added to existing stakes and 22 trimmed.

The largest buyer was Clal Insurance, opening a new position worth an estimated $71.2M. The largest seller was MB Financial Bank - Trust Department, cutting an estimated $8.05M.

  • 143 institutional investors held Vanguard Communication Services ETF (VOX) as of Q1 2016, up from 106 in Q4 2015.
  • Funds reported $999M of Vanguard Communication Services ETF stock for Q1 2016, up 79% quarter-over-quarter.
  • 52 funds opened new Vanguard Communication Services ETF positions in Q1 2016 and 14 closed out, a net change of +38 holders.
  • The largest Vanguard Communication Services ETF buyer in Q1 2016 was Clal Insurance, an estimated $71.2M added.
  • The largest Vanguard Communication Services ETF seller in Q1 2016 was MB Financial Bank - Trust Department, an estimated $8.05M sold.

Based on aggregated 13F filings for Q1 2016.