Atria Wealth Solutions’s Vanguard Communication Services ETF VOX Stock Holding History

Atria Wealth Solutions’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 Q2	$7.49M	Sell	43,788 -13,739	-24%	-$2.11M	0.17%	138
2025 Q1	$8.54M	Sell	57,527 -18,665	-24%	-$2.97M	0.1%	212
2024 Q4	$11.8M	Sell	76,192 -1,592	-2%	-$243K	0.13%	164
2024 Q3	$11.3M	Sell	77,784 -5,372	-6%	-$742K	0.12%	175
2024 Q2	$11.5M	Sell	83,156 -3,818	-4%	-$507K	0.13%	168
2024 Q1	$11.4M	Buy	86,974 +39,093	+82%	+$4.91M	0.13%	171
2023 Q4	$5.64M	Sell	47,881 -44,479	-48%	-$4.91M	0.07%	278
2023 Q3	$9.74M	Buy	92,360 +51,955	+129%	+$5.62M	0.14%	164
2023 Q2	$4.3M	Buy	40,405 +800	+2%	+$80.2K	0.06%	327
2023 Q1	$3.83M	Buy	39,605 +33,624	+562%	+$3.1M	0.06%	334
2022 Q4	$492K	Sell	5,981 -40	-0.7%	-$3.37K	0.01%	1090
2022 Q3	$496K	Buy	6,021 +1,102	+22%	+$105K	0.01%	1022
2022 Q2	$463K	Sell	4,919 -36,236	-88%	-$3.77M	0.01%	1007
2022 Q1	$4.94M	Buy	+41,155	New	+$5.04M	0.08%	256

Other funds holding VOX

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Atria Wealth Solutions's VOX Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Vanguard Communication Services ETF (VOX) stake by 24% in Q2 2025, selling an estimated $2.11M and leaving 43,788 shares worth $7.49M. The position accounts for 0.17% of the portfolio, ranked #138.

Atria Wealth Solutions first reported a position in VOX in Q1 2022 and has held it in 14 quarters since. The position peaked at $11.8M in Q4 2024. 459 funds tracked by Wall St. Rank hold VOX as of Q2 2025.

Atria Wealth Solutions held 43,788 shares of Vanguard Communication Services ETF worth $7.49M as of Q2 2025.
Atria Wealth Solutions sold 13,739 Vanguard Communication Services ETF shares in Q2 2025, an estimated $2.11M.
Vanguard Communication Services ETF made up 0.17% of Atria Wealth Solutions's portfolio in Q2 2025, its #138 holding.
Atria Wealth Solutions first reported a position in Vanguard Communication Services ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Vanguard Communication Services ETF position peaked at $11.8M in Q4 2024.
459 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.