We are live on ! Find out more
VOX icon

Vanguard Communication Services ETF
VOX

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: 164 → 175 (+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

Top Buyers

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
+$36.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$34.5M
3
Ameriprise
Ameriprise
Minnesota
+$8.1M
4
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$6M
5
Citigroup
Citigroup
New York
+$4.4M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$256M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$17.1M
3
Wells Fargo
Wells Fargo
California
-$8.39M
4
SAS
Sage Advisory Services
Texas
-$8.21M
5
FA
FDx Advisors
Illinois
-$8.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
151
Bank of Montreal
Ontario, Canada
$7K +$6.21K +69 +986%
M
152
MOTCO
Texas
$6K – – –
Barclays
153
Barclays
United Kingdom
$5K -$3.87K -43 -43%
AF
154
Allworth Financial
California
$4K – – –
CFA
155
Carroll Financial Associates
North Carolina
$4K – – –
JCM
156
Jacobi Capital Management
Pennsylvania
$4K – – –
AA
157
AlphaMark Advisors
Kentucky
$4K +$3.6K +40 New
AWM
158
AllSquare Wealth Management
New York
$4K +$4.05K +45 New
UBS AM
159
UBS AM
Illinois
$3.1K -$630 -7 -17%
BTIS
160
BB&T Investment Services
North Carolina
$3K -$380K -4,226 -99%
SEI Investments
161
SEI Investments
Pennsylvania
$3K -$26.4K -293 -91%
AIM
162
Advantage Investment Management
Iowa
$3K – – –
PCFFS
163
Pacific Center for Financial Services
California
$3K – – –
FAIM
164
Financial Advocates Investment Management
Washington
$3K +$2.88K +32 New
FCAS
165
First Command Advisory Services
Texas
$3K +$3.24K +36 New
SFG
166
SevenBridge Financial Group
Pennsylvania
$2K -$810 -9 -31%
TAIM
167
TD Ameritrade Investment Management
Nebraska
$2K +$1.8K +20 New
GI
168
Gradient Investments
Minnesota
$2K +$1.89K +21 New
AC
169
Avestar Capital
New York
$2K +$2.52K +28 New
SFSIG
170
San Francisco Sentry Investment Group
California
$1K – – –
TFA
171
Transamerica Financial Advisors
Florida
$1K – – –
RFC
172
Regions Financial Corp
Alabama
$1K +$1.44K +16 New
PCG
173
Private Capital Group
Connecticut
$26 +$120K +1,330 New
SAS
174
Sage Advisory Services
Texas
– -$8.21M -89,047 Closed
FA
175
FDx Advisors
Illinois
– -$8.04M -87,114 Closed
5 6
7
8 9

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.