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Advisor Partners II’s Vanguard Communication Services ETF VOX Stock Holding History

Advisor Partners II’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
2023
Q3 		$387K Buy
3,678
+1,500
+69% +$162K 0.02% 834
2023
Q2 		$232K Buy
+2,178
New +$218K 0.01% 930

Other funds holding VOX

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Advisor Partners II's VOX Position: Q3 2023 in Review

Advisor Partners II increased its Vanguard Communication Services ETF (VOX) stake by 69% in Q3 2023, buying an estimated $162K and bringing the position to 3,678 shares worth $387K. The position accounts for 0.02% of the portfolio, ranked #834.

Advisor Partners II first reported a position in VOX in Q2 2023 and has held it in 2 quarters since. 353 funds tracked by Wall St. Rank hold VOX as of Q3 2023.

  • Advisor Partners II held 3,678 shares of Vanguard Communication Services ETF worth $387K as of Q3 2023.
  • Advisor Partners II bought 1,500 Vanguard Communication Services ETF shares in Q3 2023, an estimated $162K.
  • Vanguard Communication Services ETF made up 0.02% of Advisor Partners II's portfolio in Q3 2023, its #834 holding.
  • Advisor Partners II first reported a position in Vanguard Communication Services ETF in Q2 2023 and has held it in 2 quarters since.
  • 353 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.