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Vanguard Communication Services ETF

323 hedge funds and large institutions have $1.49B invested in Vanguard Communication Services ETF in 2023 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 85 increasing their positions, 120 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

44% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 43

11% more capital invested

Capital invested by funds: $1.35B → $1.49B (+$147M)

3% more funds holding

Funds holding: 313323 (+10)

0.4% less ownership

Funds ownership: 55.19%54.79% (-0.4%)

29% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 120

Holders
323
Holders Change
+10
Holders Change %
+3.19%
% of All Funds
5.15%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
62
Increased
85
Reduced
120
Closed
43
Calls
$1.66M
Puts
Net Calls
+$1.66M
Net Calls Change
+$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$267M -$11.8M -128,367 -4%
Bank of America
2
Bank of America
North Carolina
$166M -$78.7M -853,990 -33%
PCH
3
PGIM Custom Harvest
New Jersey
$130M +$120K +1,298 +0.1%
Morgan Stanley
4
Morgan Stanley
New York
$89.8M -$6.25M -67,789 -7%
UBS Group
5
UBS Group
Switzerland
$80.8M -$11.6M -125,917 -13%
BCMIO
6
Beacon Capital Management Inc (Ohio)
Ohio
$52.7M +$47.8M +518,500 +1,951%
Wells Fargo
7
Wells Fargo
California
$45.6M -$1.97M -21,404 -4%
MIS
8
Morningstar Investment Services
Illinois
$36M +$4.48M +48,561 +15%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$33.1M +$14.9M +162,155 +90%
Empower Advisory Group
10
Empower Advisory Group
Colorado
$28.5M +$27.1M +294,461 New
RJFSA
11
Raymond James Financial Services Advisors
Florida
$24.4M -$2M -21,677 -8%
AAG
12
Armstrong Advisory Group
Massachusetts
$24M +$7.55M +81,891 +49%
KIA
13
KCM Investment Advisors
California
$22.4M +$782K +8,479 +4%
FSC
14
Full Sail Capital
Oklahoma
$20.9M -$1.61M -17,451 -7%
Ameriprise
15
Ameriprise
Minnesota
$19M -$14.2M -154,460 -44%
Stifel Financial
16
Stifel Financial
Missouri
$17.7M +$959K +10,400 +6%
LJAC
17
L.J. Altfest & Co
New York
$16M +$15.2M +165,218 New
Osaic Holdings
18
Osaic Holdings
Arizona
$15.2M +$8.55M +92,715 +144%
LPL Financial
19
LPL Financial
California
$15M +$472K +5,123 +3%
Goldman Sachs
20
Goldman Sachs
New York
$14.2M -$8.06M -87,487 -37%
M&T Bank
21
M&T Bank
New York
$14.1M -$642K -6,964 -5%
Caisse de Depot et Placement du Quebec (CDPQ)
22
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$11.4M -$37.8M -410,000 -78%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$10.2M +$1.65M +17,850 +20%
HIIFS
24
Harel Insurance Investments & Financial Services
Israel
$9.93M
FDCDDQ
25
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.47M -$158K -1,710 -2%

VOX Hedge Fund Activity: Q1 2023 in Review

323 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Communication Services ETF (VOX) for Q1 2023, worth a combined $1.49B — up 11% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new VOX positions and 43 closed out — a net gain of 19 holders — while 85 added to existing stakes and 120 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $47.8M. The largest seller was Bank of America, cutting an estimated $78.7M.

  • 323 institutional investors held Vanguard Communication Services ETF (VOX) as of Q1 2023, up from 313 in Q4 2022.
  • Funds reported $1.49B of Vanguard Communication Services ETF stock for Q1 2023, up 11% quarter-over-quarter.
  • 62 funds opened new Vanguard Communication Services ETF positions in Q1 2023 and 43 closed out, a net change of +19 holders.
  • The largest Vanguard Communication Services ETF buyer in Q1 2023 was Beacon Capital Management Inc (Ohio), an estimated $47.8M added.
  • The largest Vanguard Communication Services ETF seller in Q1 2023 was Bank of America, an estimated $78.7M sold.

Based on aggregated 13F filings for Q1 2023.