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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

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

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 America
1
Bank of America
North Carolina
$194M -$256M -2,841,243 -57%
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$120M +$6M +66,663 +5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$47.6M +$34.5M +383,839 +277%
UCFA
4
United Capital Financial Advisors
Texas
$37.5M +$36.6M +406,774 +9,298%
Morgan Stanley
5
Morgan Stanley
New York
$35.2M -$7.25M -80,549 -17%
Ameriprise
6
Ameriprise
Minnesota
$13.4M +$8.1M +90,084 +158%
UBS Group
7
UBS Group
Switzerland
$13.2M +$28.7K +319 +0.2%
MIH
8
Meitav Investment House
Israel
$12.9M +$12.8M +142,068 New
Wells Fargo
9
Wells Fargo
California
$11.6M -$8.39M -93,234 -42%
V
10
Veritable
Delaware
$8.63M -$32.6K -362 -0.4%
DY
11
Dowling & Yahnke
California
$8.6M -$168K -1,863 -2%
M&T Bank
12
M&T Bank
New York
$8.24M -$242K -2,690 -3%
PCA
13
Personal Capital Advisors
California
$5.79M +$1.6M +17,818 +39%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$4.87M +$1.11M +12,380 +30%
Citigroup
15
Citigroup
New York
$4.86M +$4.4M +48,862 +1,107%
ST
16
Spinnaker Trust
Maine
$4.45M +$3.74M +41,591 +573%
LPL Financial
17
LPL Financial
California
$4.45M +$1.63M +18,132 +59%
BB
18
Busey Bank
Illinois
$3.9M +$3.85M +42,832 New
TC
19
Trust Company
Kansas
$3.5M +$3.45M +38,350 New
MCM
20
Murphy Capital Management
New Jersey
$3.04M -$29.2K -325 -1%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$2.91M +$1.59M +17,691 +124%
VAM
22
Visionary Asset Management
Texas
$2.77M -$84.9K -944 -3%
HT
23
Heritage Trust
Oklahoma
$2.66M -$42.8K -476 -2%
RJA
24
Raymond James & Associates
Florida
$2.64M -$910K -10,117 -26%
WA
25
WBH Advisory
Maryland
$2.48M -$51.6K -574 -2%
1
2 3 4 5

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.