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Vanguard Communication Services ETF

194 hedge funds and large institutions have $1.07B invested in Vanguard Communication Services ETF in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 77 increasing their positions, 48 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more call options, than puts

Call options by funds: $3M | Put options by funds: $1.34M

90% more capital invested

Capital invested by funds: $561M → $1.07B (+$508M)

67% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 21

60% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 48

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

17.85% more ownership

Funds ownership: 45.14%62.98% (+18%)

7% more funds holding

Funds holding: 182194 (+12)

Holders
194
Holders Change
+12
Holders Change %
+6.59%
% of All Funds
4.2%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
35
Increased
77
Reduced
48
Closed
21
Calls
$3M
Puts
$1.34M
Net Calls
+$1.65M
Net Calls Change
+$140K
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$239M +$208M +2,548,771 +809%
Bank of America
2
Bank of America
North Carolina
$130M +$14.9M +182,492 +13%
BCMIO
3
Beacon Capital Management Inc (Ohio)
Ohio
$127M +$122M +1,497,831 +7,073%
UBS Group
4
UBS Group
Switzerland
$95.2M +$13.6M +166,209 +17%
Morgan Stanley
5
Morgan Stanley
New York
$76.3M +$15M +184,169 +25%
MIH
6
Meitav Investment House
Israel
$32.2M -$15.7M -191,928 -33%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$26.2M +$22.1M +271,013 +628%
Wells Fargo
8
Wells Fargo
California
$20.4M +$1.69M +20,714 +9%
ST
9
Spinnaker Trust
Maine
$19.7M +$211K +2,591 +1%
M&T Bank
10
M&T Bank
New York
$18.4M +$1.77M +21,745 +11%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$15.5M +$2.53M +31,014 +20%
RIG
12
RiverFront Investment Group
Virginia
$14.7M +$342K +4,192 +2%
KIA
13
KCM Investment Advisors
California
$13.3M +$2.04M +24,995 +19%
JP Morgan Chase
14
JP Morgan Chase
New York
$11.3M +$5.9M +72,365 +115%
EC
15
Estate Counselors
Wisconsin
$10.7M +$2.39M +29,300 +29%
BOPW
16
Brandywine Oak Private Wealth
Pennsylvania
$10.1M -$774K -9,485 -7%
RJA
17
Raymond James & Associates
Florida
$9.17M -$440K -5,390 -5%
FSC
18
Full Sail Capital
Oklahoma
$9.08M +$3.46M +42,408 +64%
Stifel Financial
19
Stifel Financial
Missouri
$8.97M +$6.19M +75,923 +242%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$8.14M +$5.51M +67,574 +226%
DY
21
Dowling & Yahnke
California
$7.62M +$271K +3,324 +4%
PCA
22
Personal Capital Advisors
California
$7.58M +$1.02M +12,480 +16%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$7.06M +$6.89M +84,488 New
AIC
24
Ameritas Investment Company
Nebraska
$6.65M +$5.77M +70,689 +793%
V
25
Veritable
Delaware
$5.78M -$405K -4,962 -7%

VOX Hedge Fund Activity: Q1 2019 in Review

194 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard Communication Services ETF (VOX) for Q1 2019, worth a combined $1.07B — up 90% from $561M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new VOX positions and 21 closed out — a net gain of 14 holders — while 77 added to existing stakes and 48 trimmed.

The largest buyer was Ameriprise, adding an estimated $208M. The largest seller was Meitav Investment House, cutting an estimated $15.7M.

  • 194 institutional investors held Vanguard Communication Services ETF (VOX) as of Q1 2019, up from 182 in Q4 2018.
  • Funds reported $1.07B of Vanguard Communication Services ETF stock for Q1 2019, up 90% quarter-over-quarter.
  • 35 funds opened new Vanguard Communication Services ETF positions in Q1 2019 and 21 closed out, a net change of +14 holders.
  • The largest Vanguard Communication Services ETF buyer in Q1 2019 was Ameriprise, an estimated $208M added.
  • The largest Vanguard Communication Services ETF seller in Q1 2019 was Meitav Investment House, an estimated $15.7M sold.

Based on aggregated 13F filings for Q1 2019.