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Vanguard Communication Services ETF

297 hedge funds and large institutions have $1.2B invested in Vanguard Communication Services ETF in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 95 increasing their positions, 109 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

58% more call options, than puts

Call options by funds: $461K | Put options by funds: $292K

2.3% less ownership

Funds ownership: 53.61%51.32% (-2.3%)

9% less funds holding

Funds holding: 328297 (-31)

13% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 109

18% less capital invested

Capital invested by funds: $1.46B → $1.2B (-$257M)

48% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 56

Holders
297
Holders Change
-31
Holders Change %
-9.45%
% of All Funds
5.12%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
29
Increased
95
Reduced
109
Closed
56
Calls
$461K
Puts
$292K
Net Calls
+$169K
Net Calls Change
-$166K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$281M -$46M -482,351 -12%
Bank of America
2
Bank of America
North Carolina
$144M +$7.27M +76,259 +5%
Morgan Stanley
3
Morgan Stanley
New York
$85M +$7.2M +75,510 +8%
UBS Group
4
UBS Group
Switzerland
$68.5M -$9.46M -99,305 -11%
Wells Fargo
5
Wells Fargo
California
$52.1M -$1.24M -13,017 -2%
Caisse de Depot et Placement du Quebec (CDPQ)
6
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$43.7M +$50.5M +530,000 New
Ameriprise
7
Ameriprise
Minnesota
$29.6M -$49.3M -517,762 -59%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$26M -$8.12M -85,194 -21%
EK
9
Evensky & Katz
Florida
$25.3M +$524K +5,499 +2%
KIA
10
KCM Investment Advisors
California
$22.1M +$4.76M +49,922 +23%
LPL Financial
11
LPL Financial
California
$20.1M +$816K +8,564 +4%
FSC
12
Full Sail Capital
Oklahoma
$19.5M -$377K -3,951 -2%
PCA
13
Personal Capital Advisors
California
$16.9M +$1.48M +15,543 +8%
MIS
14
Morningstar Investment Services
Illinois
$16.5M +$18.9M +197,906 New
Stifel Financial
15
Stifel Financial
Missouri
$15.8M -$226K -2,369 -1%
Goldman Sachs
16
Goldman Sachs
New York
$14.2M +$1.14M +11,916 +7%
M&T Bank
17
M&T Bank
New York
$11.8M +$187K +1,962 +1%
Prudential Financial
18
Prudential Financial
New Jersey
$11.6M -$4.5M -47,250 -25%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$9.83M -$14.5M -151,962 -56%
HIIFS
20
Harel Insurance Investments & Financial Services
Israel
$8.47M
FDCDDQ
21
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.06M +$431K +4,527 +5%
ZIG
22
Zurich Insurance Group
Switzerland
$7.73M -$264K -2,766 -3%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$7.48M -$1.38M -14,485 -14%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$6.99M -$5.19M -54,441 -39%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$6.84M -$2.39M -25,057 -23%

VOX Hedge Fund Activity: Q3 2022 in Review

297 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Vanguard Communication Services ETF (VOX) for Q3 2022, worth a combined $1.2B — down 18% from $1.46B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of VOX and 29 opened new positions — a net loss of 27 holders — while 109 trimmed existing stakes and 95 added.

The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), opening a new position worth an estimated $50.5M. The largest seller was Ameriprise, cutting an estimated $49.3M.

  • 297 institutional investors held Vanguard Communication Services ETF (VOX) as of Q3 2022, down from 328 in Q2 2022.
  • Funds reported $1.2B of Vanguard Communication Services ETF stock for Q3 2022, down 18% quarter-over-quarter.
  • 29 funds opened new Vanguard Communication Services ETF positions in Q3 2022 and 56 closed out, a net change of -27 holders.
  • The largest Vanguard Communication Services ETF buyer in Q3 2022 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $50.5M added.
  • The largest Vanguard Communication Services ETF seller in Q3 2022 was Ameriprise, an estimated $49.3M sold.

Based on aggregated 13F filings for Q3 2022.