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Vanguard Communication Services ETF

328 hedge funds and large institutions have $1.46B invested in Vanguard Communication Services ETF in 2022 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 111 increasing their positions, 106 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more call options, than puts

Call options by funds: $827K | Put options by funds: $492K

5% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 106

4% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 49

2% less funds holding

Funds holding: 334328 (-6)

9.95% less ownership

Funds ownership: 63.56%53.61% (-9.9%)

38% less capital invested

Capital invested by funds: $2.36B → $1.46B (-$902M)

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
328
Holders Change
-6
Holders Change %
-1.8%
% of All Funds
5.53%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
47
Increased
111
Reduced
106
Closed
49
Calls
$827K
Puts
$492K
Net Calls
+$335K
Net Calls Change
-$693K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$366M -$8.91M -85,671 -2%
Bank of America
2
Bank of America
North Carolina
$157M +$22.8M +219,046 +15%
Morgan Stanley
3
Morgan Stanley
New York
$89.9M -$7.62M -73,240 -7%
UBS Group
4
UBS Group
Switzerland
$87.6M -$7.11M -68,384 -7%
Ameriprise
5
Ameriprise
Minnesota
$83.5M -$83.1M -798,965 -48%
Wells Fargo
6
Wells Fargo
California
$60.7M -$21.3M -204,748 -24%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$37.7M -$2.55M -24,508 -6%
EK
8
Evensky & Katz
Florida
$28.4M +$1.62M +15,583 +5%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$25.5M +$26.7M +256,380 +1,713%
FSC
10
Full Sail Capital
Oklahoma
$22.6M -$2.1M -20,184 -8%
LPL Financial
11
LPL Financial
California
$22.1M +$13.2M +126,909 +117%
KIA
12
KCM Investment Advisors
California
$20.5M -$1.79M -17,214 -7%
Stifel Financial
13
Stifel Financial
Missouri
$18.3M -$1.82M -17,479 -8%
PCA
14
Personal Capital Advisors
California
$17.8M +$3.69M +35,476 +23%
Prudential Financial
15
Prudential Financial
New Jersey
$17.8M -$48.5K -466 -0.2%
Osaic Holdings
16
Osaic Holdings
Arizona
$15.3M -$52M -499,786 -75%
Goldman Sachs
17
Goldman Sachs
New York
$15.1M +$3.61M +34,719 +28%
M&T Bank
18
M&T Bank
New York
$13.3M +$971K +9,339 +7%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$13.1M -$3.94M -37,922 -21%
RIG
20
RiverFront Investment Group
Virginia
$12M -$131K -1,256 -1%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$10.2M -$53.1M -510,246 -83%
RJA
22
Raymond James & Associates
Florida
$10.1M -$5.39M -51,784 -33%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$10M +$320K +3,080 +3%
HIIFS
24
Harel Insurance Investments & Financial Services
Israel
$9.66M -$27.4M -263,000 -72%
ZIG
25
Zurich Insurance Group
Switzerland
$9.14M +$214K +2,060 +2%

VOX Hedge Fund Activity: Q2 2022 in Review

328 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard Communication Services ETF (VOX) for Q2 2022, worth a combined $1.46B — down 38% from $2.36B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of VOX and 47 opened new positions — a net loss of 2 holders — while 106 trimmed existing stakes and 111 added.

The largest buyer was CAPTRUST Financial Advisors, adding an estimated $26.7M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $144M.

  • 328 institutional investors held Vanguard Communication Services ETF (VOX) as of Q2 2022, down from 334 in Q1 2022.
  • Funds reported $1.46B of Vanguard Communication Services ETF stock for Q2 2022, down 38% quarter-over-quarter.
  • 47 funds opened new Vanguard Communication Services ETF positions in Q2 2022 and 49 closed out, a net change of -2 holders.
  • The largest Vanguard Communication Services ETF buyer in Q2 2022 was CAPTRUST Financial Advisors, an estimated $26.7M added.
  • The largest Vanguard Communication Services ETF seller in Q2 2022 was Beacon Capital Management Inc (Ohio), an estimated $144M sold.

Based on aggregated 13F filings for Q2 2022.