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Vanguard Communication Services ETF

342 hedge funds and large institutions have $2.6B invested in Vanguard Communication Services ETF in 2021 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 118 increasing their positions, 89 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 89

30% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 46

2% more funds holding

Funds holding: 334342 (+8)

3.8% less ownership

Funds ownership: 65.68%61.88% (-3.8%)

13% less capital invested

Capital invested by funds: $3B → $2.6B (-$397M)

71% less funds holding in top 10

Funds holding in top 10: 144 (-10)

Holders
342
Holders Change
+8
Holders Change %
+2.4%
% of All Funds
5.26%
Holding in Top 10
4
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-71.43%
% of All Funds
0.06%
New
60
Increased
118
Reduced
89
Closed
46
Calls
$258K
Puts
Net Calls
+$258K
Net Calls Change
+$47K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$606M -$3.11M -22,371 -0.5%
Bank of America
2
Bank of America
North Carolina
$235M +$43M +308,855 +22%
Ameriprise
3
Ameriprise
Minnesota
$220M -$37.7M -271,196 -14%
BCMIO
4
Beacon Capital Management Inc (Ohio)
Ohio
$172M -$37.3M -268,332 -17%
Morgan Stanley
5
Morgan Stanley
New York
$152M +$9.85M +70,805 +7%
UBS Group
6
UBS Group
Switzerland
$133M -$3.7M -26,614 -3%
Wells Fargo
7
Wells Fargo
California
$98.1M -$2.74M -19,689 -3%
Osaic Holdings
8
Osaic Holdings
Arizona
$80.2M -$106K -760 -0.1%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$79.3M -$3.95M -28,407 -5%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$57M +$914K +6,567 +2%
AAS
11
Ameritas Advisory Services
Nebraska
$47.7M +$48.9M +351,529 New
EK
12
Evensky & Katz
Florida
$37.3M +$465K +3,339 +1%
KIA
13
KCM Investment Advisors
California
$31.3M +$898K +6,456 +3%
FSC
14
Full Sail Capital
Oklahoma
$31.2M +$3.29M +23,614 +10%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$29M +$293K +2,108 +1%
Stifel Financial
16
Stifel Financial
Missouri
$28.7M -$2.03M -14,594 -6%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$25.8M -$5.24M -37,645 -17%
RJA
18
Raymond James & Associates
Florida
$22.3M +$1.67M +11,974 +8%
PCA
19
Personal Capital Advisors
California
$22.2M +$836K +6,011 +4%
BOPW
20
Brandywine Oak Private Wealth
Pennsylvania
$18.5M -$437K -3,139 -2%
Prudential Financial
21
Prudential Financial
New Jersey
$17.9M +$17.6M +126,583 +2,490%
M&T Bank
22
M&T Bank
New York
$17.8M +$163K +1,175 +0.9%
RIG
23
RiverFront Investment Group
Virginia
$17.1M +$409K +2,940 +2%
Goldman Sachs
24
Goldman Sachs
New York
$16.1M +$978K +7,033 +6%
LPL Financial
25
LPL Financial
California
$14.3M +$1.08M +7,769 +8%

VOX Hedge Fund Activity: Q4 2021 in Review

342 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard Communication Services ETF (VOX) for Q4 2021, worth a combined $2.6B — down 13% from $3B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new VOX positions and 46 closed out — a net gain of 14 holders — while 118 added to existing stakes and 89 trimmed.

The largest buyer was Bank of America, adding an estimated $43M. The largest seller was Exchange Traded Concepts, exiting entirely with an estimated $225M sold.

  • 342 institutional investors held Vanguard Communication Services ETF (VOX) as of Q4 2021, up from 334 in Q3 2021.
  • Funds reported $2.6B of Vanguard Communication Services ETF stock for Q4 2021, down 13% quarter-over-quarter.
  • 60 funds opened new Vanguard Communication Services ETF positions in Q4 2021 and 46 closed out, a net change of +14 holders.
  • The largest Vanguard Communication Services ETF buyer in Q4 2021 was Bank of America, an estimated $43M added.
  • The largest Vanguard Communication Services ETF seller in Q4 2021 was Exchange Traded Concepts, an estimated $225M sold.

Based on aggregated 13F filings for Q4 2021.