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Vanguard Communication Services ETF

351 hedge funds and large institutions have $1.72B invested in Vanguard Communication Services ETF in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 101 increasing their positions, 124 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

485% more call options, than puts

Call options by funds: $1.37M | Put options by funds: $234K

136% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 22

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

15% more capital invested

Capital invested by funds: $1.49B → $1.72B (+$231M)

9% more funds holding

Funds holding: 323351 (+28)

3.26% more ownership

Funds ownership: 54.79%58.05% (+3.3%)

19% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 124

Holders
351
Holders Change
+28
Holders Change %
+8.67%
% of All Funds
5.51%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
52
Increased
101
Reduced
124
Closed
22
Calls
$1.37M
Puts
$234K
Net Calls
+$1.14M
Net Calls Change
-$523K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$287M -$5.6M -55,827 -2%
Bank of America
2
Bank of America
North Carolina
$214M +$29.7M +295,701 +17%
PCH
3
PGIM Custom Harvest
New Jersey
$143M +$312K +3,114 +0.2%
Morgan Stanley
4
Morgan Stanley
New York
$101M +$1.9M +18,926 +2%
UBS Group
5
UBS Group
Switzerland
$84.5M -$4.17M -41,581 -5%
BCMIO
6
Beacon Capital Management Inc (Ohio)
Ohio
$59.1M +$1.05M +10,510 +2%
Wells Fargo
7
Wells Fargo
California
$57.7M +$7.13M +71,045 +15%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$57.1M +$19.6M +195,222 +57%
MIS
9
Morningstar Investment Services
Illinois
$40.8M +$616K +6,137 +2%
Empower Advisory Group
10
Empower Advisory Group
Colorado
$32M +$657K +6,547 +2%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$27.5M +$661K +6,590 +3%
AAG
12
Armstrong Advisory Group
Massachusetts
$27M +$489K +4,873 +2%
KIA
13
KCM Investment Advisors
California
$25.2M +$459K +4,578 +2%
FSC
14
Full Sail Capital
Oklahoma
$22.9M -$88.4K -881 -0.4%
Ameriprise
15
Ameriprise
Minnesota
$21.6M +$612K +6,103 +3%
Stifel Financial
16
Stifel Financial
Missouri
$20M +$497K +4,952 +3%
Osaic Holdings
17
Osaic Holdings
Arizona
$19.2M +$2.34M +23,338 +15%
LJAC
18
L.J. Altfest & Co
New York
$17.4M -$130K -1,293 -0.8%
Truist Financial
19
Truist Financial
North Carolina
$16.5M +$9.47M +94,423 +154%
LPL Financial
20
LPL Financial
California
$16.3M -$227K -2,265 -1%
M&T Bank
21
M&T Bank
New York
$15.9M +$445K +4,441 +3%
Goldman Sachs
22
Goldman Sachs
New York
$15.6M -$6.92K -69 -0%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$11.5M +$195K +1,948 +2%
JMPWA
24
JP Morgan Private Wealth Advisors
California
$11.1M +$1.86M +18,499 +22%
HIIFS
25
Harel Insurance Investments & Financial Services
Israel
$10.9M

VOX Hedge Fund Activity: Q2 2023 in Review

351 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Communication Services ETF (VOX) for Q2 2023, worth a combined $1.72B — up 15% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new VOX positions and 22 closed out — a net gain of 30 holders — while 101 added to existing stakes and 124 trimmed.

The largest buyer was Bank of America, adding an estimated $29.7M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), exiting entirely with an estimated $11.4M sold.

  • 351 institutional investors held Vanguard Communication Services ETF (VOX) as of Q2 2023, up from 323 in Q1 2023.
  • Funds reported $1.72B of Vanguard Communication Services ETF stock for Q2 2023, up 15% quarter-over-quarter.
  • 52 funds opened new Vanguard Communication Services ETF positions in Q2 2023 and 22 closed out, a net change of +30 holders.
  • The largest Vanguard Communication Services ETF buyer in Q2 2023 was Bank of America, an estimated $29.7M added.
  • The largest Vanguard Communication Services ETF seller in Q2 2023 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $11.4M sold.

Based on aggregated 13F filings for Q2 2023.