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Vanguard Communication Services ETF

313 hedge funds and large institutions have $1.35B invested in Vanguard Communication Services ETF in 2022 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 90 increasing their positions, 112 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 45

20% more call options, than puts

Call options by funds: $683K | Put options by funds: $568K

12% more capital invested

Capital invested by funds: $1.2B → $1.35B (+$144M)

5% more funds holding

Funds holding: 297313 (+16)

3.88% more ownership

Funds ownership: 51.32%55.19% (+3.9%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

20% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 112

Holders
313
Holders Change
+16
Holders Change %
+5.39%
% of All Funds
5.03%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
69
Increased
90
Reduced
112
Closed
45
Calls
$683K
Puts
$568K
Net Calls
+$115K
Net Calls Change
-$54K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$237M -$44.3M -524,933 -15%
Bank of America
2
Bank of America
North Carolina
$212M +$69.3M +822,028 +47%
PCH
3
PGIM Custom Harvest
New Jersey
$110M +$113M +1,338,689 New
Morgan Stanley
4
Morgan Stanley
New York
$82M -$2.96M -35,092 -3%
UBS Group
5
UBS Group
Switzerland
$79.1M +$11M +130,075 +16%
Caisse de Depot et Placement du Quebec (CDPQ)
6
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$43.4M -$169K -2,000 -0.4%
Wells Fargo
7
Wells Fargo
California
$40.6M -$11.7M -139,269 -22%
Ameriprise
8
Ameriprise
Minnesota
$28.9M -$672K -7,964 -2%
MIS
9
Morningstar Investment Services
Illinois
$28M +$11.3M +133,838 +68%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$22.5M -$3.52M -41,742 -13%
PCA
11
Personal Capital Advisors
California
$19.9M +$3.06M +36,338 +18%
Goldman Sachs
12
Goldman Sachs
New York
$19.3M +$5.17M +61,298 +35%
FSC
13
Full Sail Capital
Oklahoma
$19.2M -$252K -2,985 -1%
KIA
14
KCM Investment Advisors
California
$18.4M -$3.73M -44,251 -17%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$14.8M +$8.19M +97,100 +117%
Stifel Financial
16
Stifel Financial
Missouri
$14.2M -$1.67M -19,827 -10%
AAG
17
Armstrong Advisory Group
Massachusetts
$13.7M +$14.1M +166,789 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$13.2M +$6.34M +75,202 +89%
M&T Bank
19
M&T Bank
New York
$12.5M +$804K +9,531 +7%
LPL Financial
20
LPL Financial
California
$12.4M -$7.91M -93,727 -38%
JMPWA
21
JP Morgan Private Wealth Advisors
California
$11.4M +$5.11M +60,637 +78%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$8.83M -$1.02M -12,042 -10%
PNC
23
Park National Corp
Ohio
$8.58M +$8.8M +104,290 New
HIIFS
24
Harel Insurance Investments & Financial Services
Israel
$8.45M
RJA
25
Raymond James & Associates
Florida
$8.24M +$1.74M +20,592 +26%

VOX Hedge Fund Activity: Q4 2022 in Review

313 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Communication Services ETF (VOX) for Q4 2022, worth a combined $1.35B — up 12% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new VOX positions and 45 closed out — a net gain of 24 holders — while 90 added to existing stakes and 112 trimmed.

The largest buyer was Bank of America, adding an estimated $69.3M. The largest seller was JP Morgan Chase, cutting an estimated $44.3M.

  • 313 institutional investors held Vanguard Communication Services ETF (VOX) as of Q4 2022, up from 297 in Q3 2022.
  • Funds reported $1.35B of Vanguard Communication Services ETF stock for Q4 2022, up 12% quarter-over-quarter.
  • 69 funds opened new Vanguard Communication Services ETF positions in Q4 2022 and 45 closed out, a net change of +24 holders.
  • The largest Vanguard Communication Services ETF buyer in Q4 2022 was Bank of America, an estimated $69.3M added.
  • The largest Vanguard Communication Services ETF seller in Q4 2022 was JP Morgan Chase, an estimated $44.3M sold.

Based on aggregated 13F filings for Q4 2022.