Access Financial Services’s Vanguard Communication Services ETF VOX Stock Holding History

Access Financial Services’s Portfolio VOX Stock Details VOX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,282	Closed	-$354K	–	116
2024 Q4	$354K	Sell	2,282 -79	-3%	-$12.1K	0.16%	87
2024 Q3	$343K	Sell	2,361 -10,780	-82%	-$1.49M	0.16%	86
2024 Q2	$1.82M	Sell	13,141 -108	-0.8%	-$14.3K	0.83%	21
2024 Q1	$1.74M	Hold	13,249	–	–	0.78%	24
2023 Q4	$1.56M	Sell	13,249 -1,638	-11%	-$181K	0.8%	32
2023 Q3	$1.57M	Hold	14,887	–	–	0.94%	27
2023 Q2	$1.58M	Sell	14,887 -57	-0.4%	-$5.72K	0.92%	29
2023 Q1	$1.44M	Sell	14,944 -489	-3%	-$45.1K	0.88%	32
2022 Q4	$1.27M	Sell	15,433 -684	-4%	-$57.7K	0.78%	37
2022 Q3	$1.33M	Buy	16,117 +655	+4%	+$62.4K	0.86%	30
2022 Q2	$1.45M	Sell	15,462 -70	-0.5%	-$7.28K	0.83%	30
2022 Q1	$1.86M	Buy	+15,532	New	+$1.9M	0.89%	23
2021 Q4	–	Sell	-25,001	Closed	-$3.52M	–	125
2021 Q3	$3.52M	Buy	+25,001	New	+$3.63M	1.59%	10

Other funds holding VOX

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Access Financial Services's VOX Position: Q1 2025 in Review

Access Financial Services sold out of Vanguard Communication Services ETF (VOX) in Q1 2025, closing a stake of 2,282 shares — an estimated $354K sold.

Access Financial Services first reported a position in VOX in Q3 2021 and held it in 13 quarters. The position peaked at $3.52M in Q3 2021. 437 funds tracked by Wall St. Rank hold VOX as of Q1 2025.

Access Financial Services reported no remaining Vanguard Communication Services ETF position as of Q1 2025 after selling out during the quarter.
Access Financial Services sold 2,282 Vanguard Communication Services ETF shares in Q1 2025, an estimated $354K.
Access Financial Services first reported a position in Vanguard Communication Services ETF in Q3 2021 and held it in 13 quarters.
Access Financial Services's Vanguard Communication Services ETF position peaked at $3.52M in Q3 2021.
437 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2025.

Based on Access Financial Services's 13F filing for Q1 2025, filed 17 Apr 2025.