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Vanguard Communication Services ETF

271 hedge funds and large institutions have $2.11B invested in Vanguard Communication Services ETF in 2020 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 94 increasing their positions, 81 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,695% more call options, than puts

Call options by funds: $1.31M | Put options by funds: $73K

161% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 18

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

27% more capital invested

Capital invested by funds: $1.66B → $2.11B (+$447M)

16% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 81

10% more funds holding

Funds holding: 247271 (+24)

0.47% more ownership

Funds ownership: 63.86%64.33% (+0.47%)

Holders
271
Holders Change
+24
Holders Change %
+9.72%
% of All Funds
4.8%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
47
Increased
94
Reduced
81
Closed
18
Calls
$1.31M
Puts
$73K
Net Calls
+$1.24M
Net Calls Change
+$1.23M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$475M +$27.9M +250,395 +7%
Bank of America
2
Bank of America
North Carolina
$195M -$2.74M -24,520 -1%
BCMIO
3
Beacon Capital Management Inc (Ohio)
Ohio
$181M -$1.53M -13,726 -0.9%
Morgan Stanley
4
Morgan Stanley
New York
$138M +$1.03M +9,263 +0.8%
Ameriprise
5
Ameriprise
Minnesota
$135M +$76.1M +682,194 +153%
UBS Group
6
UBS Group
Switzerland
$127M -$4.24M -38,007 -3%
Wells Fargo
7
Wells Fargo
California
$91.9M +$1.84M +16,451 +2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$59.1M +$2.24M +20,065 +4%
Osaic Holdings
9
Osaic Holdings
Arizona
$58M +$5.74M +51,440 +12%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$51M +$2.01M +18,019 +4%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$32.3M +$1.96M +17,574 +7%
EK
12
Evensky & Katz
Florida
$31.2M +$1.29M +11,590 +5%
FSC
13
Full Sail Capital
Oklahoma
$24.6M -$610K -5,464 -3%
Stifel Financial
14
Stifel Financial
Missouri
$23.1M +$1.1M +9,857 +5%
KIA
15
KCM Investment Advisors
California
$22.6M +$2.93M +26,255 +16%
RIG
16
RiverFront Investment Group
Virginia
$22.2M +$409K +3,662 +2%
PCA
17
Personal Capital Advisors
California
$17.7M +$676K +6,054 +4%
M&T Bank
18
M&T Bank
New York
$17.3M -$813K -7,285 -5%
RJA
19
Raymond James & Associates
Florida
$17.3M +$965K +8,646 +6%
BOPW
20
Brandywine Oak Private Wealth
Pennsylvania
$15.8M -$1.87M -16,802 -11%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$14.2M -$3.02M -27,090 -19%
ZIG
22
Zurich Insurance Group
Switzerland
$13.5M -$2.17M -19,420 -15%
EC
23
Estate Counselors
Wisconsin
$11.5M -$330K -2,960 -3%
FDCDDQ
24
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.6M +$249K +2,235 +3%
AIM
25
Astor Investment Management
Illinois
$9.65M -$1.51M -13,544 -14%

VOX Hedge Fund Activity: Q4 2020 in Review

271 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Communication Services ETF (VOX) for Q4 2020, worth a combined $2.11B — up 27% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new VOX positions and 18 closed out — a net gain of 29 holders — while 94 added to existing stakes and 81 trimmed.

The largest buyer was Ameriprise, adding an estimated $76.1M. The largest seller was Meitav Investment House, exiting entirely with an estimated $6.32M sold.

  • 271 institutional investors held Vanguard Communication Services ETF (VOX) as of Q4 2020, up from 247 in Q3 2020.
  • Funds reported $2.11B of Vanguard Communication Services ETF stock for Q4 2020, up 27% quarter-over-quarter.
  • 47 funds opened new Vanguard Communication Services ETF positions in Q4 2020 and 18 closed out, a net change of +29 holders.
  • The largest Vanguard Communication Services ETF buyer in Q4 2020 was Ameriprise, an estimated $76.1M added.
  • The largest Vanguard Communication Services ETF seller in Q4 2020 was Meitav Investment House, an estimated $6.32M sold.

Based on aggregated 13F filings for Q4 2020.