AWM
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AE Wealth Management’s Vanguard Communication Services ETF VOX Stock Holding History

AE Wealth Management’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
2026
Q1 		$381K Sell
2,120
-658
-24% -$125K ﹤0.01% 1248
2025
Q4 		$538K Buy
2,778
+682
+33% +$128K ﹤0.01% 1021
2025
Q3 		$394K Buy
2,096
+383
+22% +$68.4K ﹤0.01% 1065
2025
Q2 		$293K Sell
1,713
-75
-4% -$11.5K ﹤0.01% 1128
2025
Q1 		$265K Buy
1,788
+152
+9% +$24.2K ﹤0.01% 1138
2024
Q4 		$253K Sell
1,636
-98
-6% -$15K ﹤0.01% 1172
2024
Q3 		$252K Sell
1,734
-82
-5% -$11.3K ﹤0.01% 1090
2024
Q2 		$251K Buy
+1,816
New +$241K ﹤0.01% 1087
2024
Q1 		– Sell
-8,525
Closed -$1.07M – 1973
2023
Q4 		$1.07M Buy
8,525
+355
+4% +$39.2K 0.01% 1128
2023
Q3 		$859K Buy
8,170
+4,795
+142% +$519K 0.01% 1160
2023
Q2 		$359K Sell
3,375
-51,150
-94% -$5.13M ﹤0.01% 1536
2023
Q1 		$5.27M Buy
54,525
+36,698
+206% +$3.38M 0.03% 495
2022
Q4 		$1.47M Sell
17,827
-1,873
-10% -$158K 0.01% 851
2022
Q3 		$1.62M Sell
19,700
-10,752
-35% -$1.02M 0.01% 770
2022
Q2 		$2.86M Buy
30,452
+2,253
+8% +$234K 0.02% 550
2022
Q1 		$3.38M Buy
28,199
+10,276
+57% +$1.26M 0.02% 556
2021
Q4 		$2.43M Buy
17,923
+699
+4% +$97.2K 0.02% 636
2021
Q3 		$2.42M Buy
17,224
+5,969
+53% +$867K 0.02% 587
2021
Q2 		$1.62M Buy
11,255
+322
+3% +$44.3K 0.01% 695
2021
Q1 		$1.42M Buy
10,933
+1,409
+15% +$180K 0.01% 669
2020
Q4 		$1.15M Buy
9,524
+62
+0.7% +$6.92K 0.01% 672
2020
Q3 		$964K Buy
9,462
+4,240
+81% +$431K 0.01% 648
2020
Q2 		$486K Sell
5,222
-24,599
-82% -$2.18M 0.01% 892
2020
Q1 		$2.27M Buy
29,821
+8,091
+37% +$731K 0.05% 278
2019
Q4 		$2.04M Buy
21,730
+17,151
+375% +$1.55M 0.04% 339
2019
Q3 		$397K Buy
+4,579
New +$404K 0.01% 682
2018
Q4 		– Sell
-2,842
Closed -$247K – 606
2018
Q3 		$247K Sell
2,842
-957
-25% -$82.6K 0.01% 502
2018
Q2 		$323K Sell
3,799
-810
-18% -$68.7K 0.02% 316
2018
Q1 		$386K Sell
4,609
-1,383
-23% -$122K 0.03% 286
2017
Q4 		$546K Sell
5,992
-1,280
-18% -$115K 0.05% 232
2017
Q3 		$671K Sell
7,272
-1,836
-20% -$169K 0.06% 205
2017
Q2 		$836K Buy
9,108
+2,508
+38% +$238K 0.1% 170
2017
Q1 		$626K Buy
6,600
+1,060
+19% +$104K 0.12% 151
2016
Q4 		$555K Buy
+5,540
New +$522K 0.22% 108

Other funds holding VOX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AE Wealth Management's VOX Position: Q1 2026 in Review

AE Wealth Management reduced its Vanguard Communication Services ETF (VOX) stake by 24% in Q1 2026, selling an estimated $125K and leaving 2,120 shares worth $381K. The position accounts for ﹤0.01% of the portfolio, ranked #1248.

AE Wealth Management first reported a position in VOX in Q4 2016 and has held it in 34 quarters since. The position peaked at $5.27M in Q1 2023. 497 funds tracked by Wall St. Rank hold VOX as of Q1 2026.

  • AE Wealth Management held 2,120 shares of Vanguard Communication Services ETF worth $381K as of Q1 2026.
  • AE Wealth Management sold 658 Vanguard Communication Services ETF shares in Q1 2026, an estimated $125K.
  • Vanguard Communication Services ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1248 holding.
  • AE Wealth Management first reported a position in Vanguard Communication Services ETF in Q4 2016 and has held it in 34 quarters since.
  • AE Wealth Management's Vanguard Communication Services ETF position peaked at $5.27M in Q1 2023.
  • 497 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.