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Avalon Capital Management’s Vanguard Communication Services ETF VOX Stock Holding History

Avalon Capital 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
2025
Q1 		– Sell
-12,597
Closed -$1.95M – 156
2024
Q4 		$1.95M Buy
+12,597
New +$1.92M 0.63% 40

Other funds holding VOX

JP Morgan Chase
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
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
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

Avalon Capital Management's VOX Position: Q1 2025 in Review

Avalon Capital Management sold out of Vanguard Communication Services ETF (VOX) in Q1 2025, closing a stake of 12,597 shares — an estimated $1.95M sold.

Avalon Capital Management first reported a position in VOX in Q4 2024 and held it in 1 quarter. The position peaked at $1.95M in Q4 2024. 437 funds tracked by Wall St. Rank hold VOX as of Q1 2025.

  • Avalon Capital Management reported no remaining Vanguard Communication Services ETF position as of Q1 2025 after selling out during the quarter.
  • Avalon Capital Management sold 12,597 Vanguard Communication Services ETF shares in Q1 2025, an estimated $1.95M.
  • Avalon Capital Management first reported a position in Vanguard Communication Services ETF in Q4 2024 and held it in 1 quarter.
  • Avalon Capital Management's Vanguard Communication Services ETF position peaked at $1.95M in Q4 2024.
  • 437 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2025.

Based on Avalon Capital Management's 13F filing for Q1 2025, filed 7 May 2025.