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VOX Institutional Ownership

Vanguard Communication Services ETF
1W: -2.0% 1M: +1.0% 3M: +0.6% YTD: -1.5% 1Y: +2.8% 3Y: +86.8% 5Y: +36.5%
$190.18
+1.25 (+0.66%)
 
Weekly Expected Move ±3.2%
$178 $184 $190 $196 $202
ETF AMEX · AUM $6.2B

Institutional Ownership — VOX

539
Institutional Holders
-16 vs prior quarter
0.0%
Ownership
+0.00pp
3B
Total Invested
49
New Positions
159
Increased
194
Reduced
31
Closed
0.67
Put/Call Ratio

Ownership Trends

Top Institutional Holders (597 total)

# Holder Shares Value Change Change % Holding Period Filing
1 BANK OF AMERICA CORP /DE 2,443,141 465M +420,684 +20.8% 15Q SEC ↗
2 PGIM Custom Harvest LLC 2,096,665 399M +91,329 +4.6% 15Q SEC ↗
3 JPMORGAN CHASE & CO 1,422,902 271M +298,643 +26.6% 43Q SEC ↗
4 MORGAN STANLEY 989,123 188M -65,634 -6.2% 60Q SEC ↗
5 WELLS FARGO & COMPANY/MN 777,340 148M -632 -0.1% 79Q SEC ↗
6 UBS Group AG 742,288 141M +7,352 +1.0% 47Q SEC ↗
7 AMERIPRISE FINANCIAL INC 716,133 136M +158,627 +28.5% 16Q SEC ↗
8 ENVESTNET ASSET MANAGEMENT INC 470,925 90M +63,964 +15.7% 61Q SEC ↗
9 Beacon Capital Management, Inc. 464,202 88M +56,122 +13.8% 51Q SEC ↗
10 LPL Financial LLC 410,936 78M +52,770 +14.7% 54Q SEC ↗
11 ASSETMARK, INC 365,421 69M +22,489 +6.6% 18Q SEC ↗
12 RAYMOND JAMES FINANCIAL INC 346,099 66M +67,753 +24.3% 7Q SEC ↗
13 Empower Advisory Group, LLC 254,010 48M +14,712 +6.1% 14Q SEC ↗
14 KCM INVESTMENT ADVISORS LLC 252,428 48M +4,404 +1.8% 14Q SEC ↗
15 ARMSTRONG ADVISORY GROUP, INC 191,215 36M +4,890 +2.6% 15Q SEC ↗
16 Lido Advisors, LLC 188,381 36M +853 +0.5% 11Q SEC ↗
17 STIFEL FINANCIAL CORP 177,268 34M -10,914 -5.8% 31Q SEC ↗
18 Ameritas Advisory Services, LLC 171,378 33M +73,588 +75.3% 12Q SEC ↗
19 Janney Montgomery Scott LLC 142,761 27M +5,906 +4.3% 4Q SEC ↗
20 TRUIST FINANCIAL CORP 131,149 25M -9,824 -7.0% 27Q SEC ↗
21 Cetera Investment Advisers 122,772 23M +16,760 +15.8% 15Q SEC ↗
22 GOLDMAN SACHS GROUP INC 118,669 23M -666,972 -84.9% 15Q SEC ↗
23 LIGHTHOUSE FINANCIAL SERVICES INC /ADV 113,728 22M +945 +0.8% 3Q SEC ↗
24 ROYAL BANK OF CANADA 110,217 21M -18,808 -14.6% 67Q SEC ↗
25 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 108,607 21M +2,837 +2.7% 63Q SEC ↗
26 MERCER GLOBAL ADVISORS INC /ADV 105,020 20M -9,970 -8.7% 22Q SEC ↗
27 BNP PARIBAS FINANCIAL MARKETS 100,004 19M +50,000 +100.0% 5Q SEC ↗
28 Morningstar Investment Management LLC 94,391 18M — +0.0% 2Q SEC ↗
29 M&T Bank Corp 88,929 17M -8,048 -8.3% 20Q SEC ↗
30 AGF MANAGEMENT LTD 88,438 17M -858 -1.0% 15Q SEC ↗
31 PARK NATIONAL CORP /OH 78,207 15M -1,050 -1.3% 15Q SEC ↗
32 Conservest Capital Advisors, Inc. 75,602 14M +2,361 +3.2% 14Q SEC ↗
33 Baird Financial Group, Inc. 74,710 14M +1,192 +1.6% 26Q SEC ↗
34 Corient Private Wealth LP 73,375 14M +60 +0.1% 15Q SEC ↗
35 HighTower Advisors, LLC 73,041 14M -655 -0.9% 22Q SEC ↗
36 Rockefeller Capital Management L.P. 66,857 13M +2,198 +3.4% 28Q SEC ↗
37 OSAIC HOLDINGS, INC. 59,333 11M +1,878 +3.3% 26Q SEC ↗
38 Mason & Associates Inc 58,465 11M +85 +0.1% 6Q SEC ↗
39 PNC Financial Services Group, Inc. 54,637 10M -2,708 -4.7% 15Q SEC ↗
40 MassMutual Private Wealth & Trust, FSB 53,539 10M -800 -1.5% 39Q SEC ↗
41 Quantinno Capital Management LP 47,611 9M -1,041 -2.1% 10Q SEC ↗
42 AlphaCore Capital LLC 47,319 9M -839 -1.7% 6Q SEC ↗
43 Asset One Wealth Management LLC 42,609 8M -39 -0.1% 3Q SEC ↗
44 Merit Financial Group, LLC 42,575 8M +7,955 +23.0% 10Q SEC ↗
45 JONES FINANCIAL COMPANIES LLLP 41,985 8M +4,838 +13.0% 21Q SEC ↗
46 ATLAS CAPITAL ADVISORS INC. 37,938 7M -2,659 -6.5% 3Q SEC ↗
47 SOUTHERN CAPITAL SERVICES INC /ADV 37,234 7M +3,599 +10.7% 3Q SEC ↗
48 Gibraltar Capital Management, Inc. 37,098 7M +940 +2.6% 6Q SEC ↗
49 Quaker Wealth Management, LLC 35,784 7M +749 +2.1% 5Q SEC ↗
50 FIFTH THIRD BANCORP 33,258 6M +462 +1.4% 26Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
BANK OF AMERICA CORP /DE +420,684 +20.8% 2,443,141
JPMORGAN CHASE & CO +298,643 +26.6% 1,422,902
AMERIPRISE FINANCIAL INC +158,627 +28.5% 716,133
PGIM Custom Harvest LLC +91,329 +4.6% 2,096,665
Ameritas Advisory Services, LLC +73,588 +75.3% 171,378
RAYMOND JAMES FINANCIAL INC +67,753 +24.3% 346,099
ENVESTNET ASSET MANAGEMENT INC +63,964 +15.7% 470,925
Beacon Capital Management, Inc. +56,122 +13.8% 464,202
LPL Financial LLC +52,770 +14.7% 410,936
BNP PARIBAS FINANCIAL MARKETS +50,000 +100.0% 100,004
ASSETMARK, INC +22,489 +6.6% 365,421
Arax Advisory Partners +19,518 +3026.0% 20,163
Cetera Investment Advisers +16,760 +15.8% 122,772
D. E. Shaw & Co., Inc. +15,542 +571.8% 18,260
Empower Advisory Group, LLC +14,712 +6.1% 254,010
FLOW TRADERS U.S. LLC +13,216 +1010.4% 14,524
Tranquilli Financial Advisor LLC +11,518 +182.5% 17,830
HARBOUR INVESTMENTS, INC. +10,859 +49.8% 32,655
Merit Financial Group, LLC +7,955 +23.0% 42,575
Atria Investments, Inc +7,356 +36.3% 27,644
Biggest Decreases (20)
HolderReducedChange %Total Shares
GOLDMAN SACHS GROUP INC -666,972 -84.9% 118,669
MORGAN STANLEY -65,634 -6.2% 989,123
CITADEL ADVISORS LLC -28,035 -55.8% 22,251
Praetorian Wealth Management, Inc. -24,313 -54.9% 19,944
Retirement Planning Group, LLC -23,423 -79.8% 5,945
Richmond Brothers, Inc. -20,311 -55.5% 16,315
IEQ CAPITAL, LLC -19,336 -90.7% 1,986
ROYAL BANK OF CANADA -18,808 -14.6% 110,217
STIFEL FINANCIAL CORP -10,914 -5.8% 177,268
MERCER GLOBAL ADVISORS INC /ADV -9,970 -8.7% 105,020
SUSQUEHANNA INTERNATIONAL GROUP, LL -9,888 -54.0% 8,414
TRUIST FINANCIAL CORP -9,824 -7.0% 131,149
COMMONWEALTH EQUITY SERVICES, LLC -9,494 -29.6% 22,613
MGO ONE SEVEN LLC -8,323 -72.3% 3,187
M&T Bank Corp -8,048 -8.3% 88,929
UBS AM, a distinct business unit of -7,803 -65.8% 4,055
Independent Advisor Alliance -7,772 -61.4% 4,884
Tower Research Capital LLC (TRC) -6,158 -53.0% 5,460
GTS SECURITIES LLC -6,133 -46.9% 6,930
Beacon Pointe Advisors, LLC -5,773 -80.2% 1,422

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms