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Vanguard Communication Services ETF

353 hedge funds and large institutions have $2.03B invested in Vanguard Communication Services ETF in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 129 increasing their positions, 107 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 30

21% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 107

18% more capital invested

Capital invested by funds: $1.72B → $2.03B (+$305M)

3.41% more ownership

Funds ownership: 58.05%61.46% (+3.4%)

1% more funds holding

Funds holding: 351353 (+2)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

Holders
353
Holders Change
+2
Holders Change %
+0.57%
% of All Funds
5.6%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
40
Increased
129
Reduced
107
Closed
30
Calls
$820K
Puts
Net Calls
+$820K
Net Calls Change
-$315K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$273M -$11.5M -106,250 -4%
Bank of America
2
Bank of America
North Carolina
$203M -$8.96M -82,860 -4%
BCMIO
3
Beacon Capital Management Inc (Ohio)
Ohio
$202M +$148M +1,363,689 +245%
PCH
4
PGIM Custom Harvest
New Jersey
$147M +$6.34M +58,593 +4%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$115M +$59.8M +552,760 +103%
Morgan Stanley
6
Morgan Stanley
New York
$102M +$1.89M +17,431 +2%
UBS Group
7
UBS Group
Switzerland
$81.7M -$1.87M -17,263 -2%
Wells Fargo
8
Wells Fargo
California
$73.1M +$16.5M +152,587 +28%
Osaic Holdings
9
Osaic Holdings
Arizona
$48.7M +$30.6M +282,453 +156%
MIS
10
Morningstar Investment Services
Illinois
$34.8M -$6.06M -56,042 -15%
Empower Advisory Group
11
Empower Advisory Group
Colorado
$32.4M +$797K +7,364 +2%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$28.9M +$1.73M +15,962 +6%
AAG
13
Armstrong Advisory Group
Massachusetts
$26M -$716K -6,617 -3%
KIA
14
KCM Investment Advisors
California
$25.1M +$147K +1,356 +0.6%
FSC
15
Full Sail Capital
Oklahoma
$22.5M -$209K -1,932 -0.9%
Goldman Sachs
16
Goldman Sachs
New York
$22.4M +$7.2M +66,559 +45%
Ameriprise
17
Ameriprise
Minnesota
$21.9M +$564K +5,216 +3%
Stifel Financial
18
Stifel Financial
Missouri
$19.3M -$506K -4,680 -2%
Truist Financial
19
Truist Financial
North Carolina
$19.1M +$2.82M +26,037 +17%
LJAC
20
L.J. Altfest & Co
New York
$17.2M -$76.9K -711 -0.4%
LPL Financial
21
LPL Financial
California
$17M +$946K +8,745 +6%
CAN
22
Cetera Advisor Networks
California
$16.4M +$8.26M +76,387 +96%
M&T Bank
23
M&T Bank
New York
$15.4M -$355K -3,278 -2%
FIA
24
Foundations Investment Advisors
Arizona
$12.3M +$12.6M +116,566 New
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$12.1M +$751K +6,945 +6%

VOX Hedge Fund Activity: Q3 2023 in Review

353 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Communication Services ETF (VOX) for Q3 2023, worth a combined $2.03B — up 18% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new VOX positions and 30 closed out — a net gain of 10 holders — while 129 added to existing stakes and 107 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $148M. The largest seller was JP Morgan Chase, cutting an estimated $11.5M.

  • 353 institutional investors held Vanguard Communication Services ETF (VOX) as of Q3 2023, up from 351 in Q2 2023.
  • Funds reported $2.03B of Vanguard Communication Services ETF stock for Q3 2023, up 18% quarter-over-quarter.
  • 40 funds opened new Vanguard Communication Services ETF positions in Q3 2023 and 30 closed out, a net change of +10 holders.
  • The largest Vanguard Communication Services ETF buyer in Q3 2023 was Beacon Capital Management Inc (Ohio), an estimated $148M added.
  • The largest Vanguard Communication Services ETF seller in Q3 2023 was JP Morgan Chase, an estimated $11.5M sold.

Based on aggregated 13F filings for Q3 2023.