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Advisor Group’s Vanguard Communication Services ETF VOX Stock Holding History

Advisor Group’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
2019
Q4 		$7.8M Buy
82,993
+12,832
+18% +$1.16M 0.05% 283
2019
Q3 		$6.09M Sell
70,161
-23,980
-25% -$2.11M 0.04% 354
2019
Q2 		$8.16M Buy
94,141
+66,301
+238% +$5.73M 0.06% 261
2019
Q1 		$2.33M Buy
27,840
+4,435
+19% +$362K 0.02% 659
2018
Q4 		$1.73M Buy
23,405
+11,602
+98% +$926K 0.02% 689
2018
Q3 		$1.03M Sell
11,803
-488
-4% -$42.1K 0.01% 962
2018
Q2 		$1.04M Buy
12,291
+4,038
+49% +$343K 0.01% 839
2018
Q1 		$692K Buy
8,253
+2,392
+41% +$212K 0.01% 1092
2017
Q4 		$534K Sell
5,861
-1,783
-23% -$160K 0.01% 1288
2017
Q3 		$706K Buy
7,644
+533
+7% +$49.2K 0.01% 1003
2017
Q2 		$653K Sell
7,111
-2,197
-24% -$208K 0.01% 981
2017
Q1 		$882K Buy
9,308
+2,585
+38% +$254K 0.02% 771
2016
Q4 		$674K Sell
6,723
-1,465
-18% -$138K 0.02% 844
2016
Q3 		$773K Sell
8,188
-55
-0.7% -$5.34K 0.02% 745
2016
Q2 		$808K Buy
+8,243
New +$765K 0.02% 697

Other funds holding VOX

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Advisor Group's VOX Position: Q4 2019 in Review

Advisor Group increased its Vanguard Communication Services ETF (VOX) stake by 18% in Q4 2019, buying an estimated $1.16M and bringing the position to 82,993 shares worth $7.8M. The position accounts for 0.05% of the portfolio, ranked #283.

Advisor Group first reported a position in VOX in Q2 2016 and has held it in 15 quarters since. The position peaked at $8.16M in Q2 2019. 232 funds tracked by Wall St. Rank hold VOX as of Q4 2019.

  • Advisor Group held 82,993 shares of Vanguard Communication Services ETF worth $7.8M as of Q4 2019.
  • Advisor Group bought 12,832 Vanguard Communication Services ETF shares in Q4 2019, an estimated $1.16M.
  • Vanguard Communication Services ETF made up 0.05% of Advisor Group's portfolio in Q4 2019, its #283 holding.
  • Advisor Group first reported a position in Vanguard Communication Services ETF in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Vanguard Communication Services ETF position peaked at $8.16M in Q2 2019.
  • 232 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.