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Vanguard Communication Services ETF
VOX

396 hedge funds and large institutions have $2.39B invested in Vanguard Communication Services ETF in 2024 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 122 increasing their positions, 142 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 31

12% more capital invested

Capital invested by funds: $2.13B → $2.39B (+$261M)

4% more funds holding

Funds holding: 379 → 396 (+17)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

0.44% less ownership

Funds ownership: 60.13% → 59.7% (-0.44%)

14% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 142

Holders
396
Holders Change
+17
Holders Change %
+4.49%
% of All Funds
5.7%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
51
Increased
122
Reduced
142
Closed
31
Calls
$1.15M
Puts
–
Net Calls
+$1.15M
Net Calls Change
+$144K

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$107M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$45.8M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$26.3M
4
Wells Fargo
Wells Fargo
California
+$18.4M
5
Stifel Financial
Stifel Financial
Missouri
+$11.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$135M
2
MIS
Morningstar Investment Services
Illinois
-$35M
3
JP Morgan Chase
JP Morgan Chase
New York
-$15.6M
4
Bank of America
Bank of America
North Carolina
-$14.9M
5
Truist Financial
Truist Financial
North Carolina
-$13M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$326M -$15.6M -124,539 -5%
Bank of America
2
Bank of America
North Carolina
$234M -$14.9M -118,625 -6%
PCH
3
PGIM Custom Harvest
New Jersey
$205M +$677K +5,396 +0.3%
BCMIO
4
Beacon Capital Management Inc (Ohio)
Ohio
$171M +$107M +851,313 +190%
Morgan Stanley
5
Morgan Stanley
New York
$135M -$135M -1,073,967 -51%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$105M +$45.8M +365,326 +83%
UBS Group
7
UBS Group
Switzerland
$102M -$1.94M -15,495 -2%
Wells Fargo
8
Wells Fargo
California
$98.1M +$18.4M +146,416 +24%
MIS
9
Morningstar Investment Services
Illinois
$48M -$35M -279,169 -43%
Ameriprise
10
Ameriprise
Minnesota
$43.7M +$622K +4,959 +2%
Empower Advisory Group
11
Empower Advisory Group
Colorado
$39.4M -$932K -7,431 -2%
Stifel Financial
12
Stifel Financial
Missouri
$37M +$11.2M +88,931 +46%
KIA
13
KCM Investment Advisors
California
$33.1M +$492K +3,920 +2%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$29.8M -$9.43M -75,122 -25%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$29.2M +$26.3M +209,706 +1,646%
AAG
16
Armstrong Advisory Group
Massachusetts
$28.9M – – –
LPL Financial
17
LPL Financial
California
$27.9M +$3.38M +26,957 +15%
LJAC
18
L.J. Altfest & Co
New York
$19.9M -$575K -4,579 -3%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$19M -$714K -5,687 -4%
CAN
20
Cetera Advisor Networks
California
$18.4M +$7.11M +56,693 +68%
M&T Bank
21
M&T Bank
New York
$18.2M -$519K -4,133 -3%
PNC
22
Park National Corp
Ohio
$18.1M +$5.57M +44,399 +47%
FSC
23
Full Sail Capital
Oklahoma
$17.9M -$180K -1,438 -1%
Two Sigma Investments
24
Two Sigma Investments
New York
$17.3M +$6.79M +54,100 +70%
HIIFS
25
Harel Insurance Investments & Financial Services
Israel
$13.5M – – –
1
2 3 4 5

VOX Hedge Fund Activity: Q1 2024 in Review

396 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Communication Services ETF (VOX) for Q1 2024, worth a combined $2.39B — up 12% from $2.13B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new VOX positions and 31 closed out — a net gain of 20 holders — while 122 added to existing stakes and 142 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $107M. The largest seller was Morgan Stanley, cutting an estimated $135M.

  • 396 institutional investors held Vanguard Communication Services ETF (VOX) as of Q1 2024, up from 379 in Q4 2023.
  • Funds reported $2.39B of Vanguard Communication Services ETF stock for Q1 2024, up 12% quarter-over-quarter.
  • 51 funds opened new Vanguard Communication Services ETF positions in Q1 2024 and 31 closed out, a net change of +20 holders.
  • The largest Vanguard Communication Services ETF buyer in Q1 2024 was Beacon Capital Management Inc (Ohio), an estimated $107M added.
  • The largest Vanguard Communication Services ETF seller in Q1 2024 was Morgan Stanley, an estimated $135M sold.

Based on aggregated 13F filings for Q1 2024.