We are live on ! Find out more
VOX icon

Vanguard Communication Services ETF

379 hedge funds and large institutions have $2.13B invested in Vanguard Communication Services ETF in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 109 increasing their positions, 133 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 31

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

7% more funds holding

Funds holding: 353379 (+26)

5% more capital invested

Capital invested by funds: $2.03B → $2.13B (+$99.7M)

1.33% less ownership

Funds ownership: 61.46%60.13% (-1.3%)

18% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 133

Holders
379
Holders Change
+26
Holders Change %
+7.37%
% of All Funds
5.53%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
63
Increased
109
Reduced
133
Closed
31
Calls
$1M
Puts
Net Calls
+$1M
Net Calls Change
+$181K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$307M +$1.06M +9,564 +0.4%
Morgan Stanley
2
Morgan Stanley
New York
$248M +$126M +1,139,008 +118%
Bank of America
3
Bank of America
North Carolina
$224M -$3.5M -31,721 -2%
PCH
4
PGIM Custom Harvest
New Jersey
$183M +$17.3M +156,998 +11%
UBS Group
5
UBS Group
Switzerland
$93.7M +$2.1M +19,045 +2%
MIS
6
Morningstar Investment Services
Illinois
$76.3M +$34.7M +314,172 +95%
Wells Fargo
7
Wells Fargo
California
$70.8M -$10.4M -93,849 -13%
BCMIO
8
Beacon Capital Management Inc (Ohio)
Ohio
$52.9M -$162M -1,470,245 -77%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$51.6M -$72M -652,011 -60%
Ameriprise
10
Ameriprise
Minnesota
$38.4M +$13.3M +120,129 +58%
Empower Advisory Group
11
Empower Advisory Group
Colorado
$36.2M -$112K -1,014 -0.3%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$35.6M +$3.03M +27,450 +10%
KIA
13
KCM Investment Advisors
California
$29.2M +$1.12M +10,125 +4%
AAG
14
Armstrong Advisory Group
Massachusetts
$28.9M -$131K -1,185 -0.5%
Stifel Financial
15
Stifel Financial
Missouri
$22.7M +$1.12M +10,108 +6%
LPL Financial
16
LPL Financial
California
$21.8M +$2.61M +23,596 +15%
Truist Financial
17
Truist Financial
North Carolina
$21.7M +$325K +2,947 +2%
LJAC
18
L.J. Altfest & Co
New York
$18.4M -$757K -6,855 -4%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$17.7M +$4M +36,271 +32%
Osaic Holdings
20
Osaic Holdings
Arizona
$17.6M -$34.6M -313,259 -68%
M&T Bank
21
M&T Bank
New York
$16.8M -$419K -3,794 -3%
FSC
22
Full Sail Capital
Oklahoma
$16.2M -$8.36M -75,755 -35%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$12.8M -$627K -5,683 -5%
AAS
24
Ameritas Advisory Services
Nebraska
$12.5M +$11M +99,258 +1,473%
SPW
25
Surience Private Wealth
Washington
$12.4M +$11.7M +105,676 New

VOX Hedge Fund Activity: Q4 2023 in Review

379 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Communication Services ETF (VOX) for Q4 2023, worth a combined $2.13B — up 4.9% from $2.03B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new VOX positions and 31 closed out — a net gain of 32 holders — while 109 added to existing stakes and 133 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $126M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $162M.

  • 379 institutional investors held Vanguard Communication Services ETF (VOX) as of Q4 2023, up from 353 in Q3 2023.
  • Funds reported $2.13B of Vanguard Communication Services ETF stock for Q4 2023, up 4.9% quarter-over-quarter.
  • 63 funds opened new Vanguard Communication Services ETF positions in Q4 2023 and 31 closed out, a net change of +32 holders.
  • The largest Vanguard Communication Services ETF buyer in Q4 2023 was Morgan Stanley, an estimated $126M added.
  • The largest Vanguard Communication Services ETF seller in Q4 2023 was Beacon Capital Management Inc (Ohio), an estimated $162M sold.

Based on aggregated 13F filings for Q4 2023.