Avantax Advisory Services’s Vanguard Communication Services ETF VOX Stock Holding History

Avantax Advisory Services’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	$3.07M	Sell	17,925 -4,611	-20%	-$709K	0.02%	610
2025 Q1	$3.34M	Sell	22,536 -412	-2%	-$65.5K	0.02%	544
2024 Q4	$3.56M	Sell	22,948 -1,382	-6%	-$211K	0.02%	498
2024 Q3	$3.54M	Sell	24,330 -648	-3%	-$89.5K	0.02%	495
2024 Q2	$3.45M	Sell	24,978 -1,079	-4%	-$143K	0.02%	483
2024 Q1	$3.42M	Buy	26,057 +7,643	+42%	+$959K	0.03%	396
2023 Q4	$2.17M	Sell	18,414 -13,641	-43%	-$1.51M	0.02%	478
2023 Q3	$3.37M	Buy	32,055 +12,886	+67%	+$1.39M	0.04%	333
2023 Q2	$2.04M	Sell	19,169 -1,662	-8%	-$167K	0.02%	444
2023 Q1	$2.01M	Buy	20,831 +7,822	+60%	+$721K	0.02%	444
2022 Q4	$1.07M	Buy	13,009 +111	+0.9%	+$9.36K	0.01%	622
2022 Q3	$1.06M	Buy	12,898 +397	+3%	+$37.8K	0.02%	547
2022 Q2	$1.18M	Buy	12,501 +3,879	+45%	+$403K	0.02%	505
2022 Q1	$1.03M	Buy	8,622 +342	+4%	+$41.9K	0.01%	539
2021 Q4	$1.12M	Buy	8,280 +1,229	+17%	+$171K	0.02%	507
2021 Q3	$992K	Buy	7,051 +1,708	+32%	+$248K	0.02%	492
2021 Q2	$767K	Buy	5,343 +1,345	+34%	+$185K	0.01%	550
2021 Q1	$523K	Buy	3,998 +1,580	+65%	+$201K	0.01%	606
2020 Q4	$289K	Sell	2,418 -6,417	-73%	-$716K	0.01%	742
2020 Q3	$894K	Buy	+8,835	New	+$897K	0.01%	568

Other funds holding VOX

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Avantax Advisory Services's VOX Position: Q2 2025 in Review

Avantax Advisory Services reduced its Vanguard Communication Services ETF (VOX) stake by 20% in Q2 2025, selling an estimated $709K and leaving 17,925 shares worth $3.07M. The position accounts for 0.02% of the portfolio, ranked #610.

Avantax Advisory Services first reported a position in VOX in Q3 2020 and has held it in 20 quarters since. The position peaked at $3.56M in Q4 2024. 458 funds tracked by Wall St. Rank hold VOX as of Q2 2025.

Avantax Advisory Services held 17,925 shares of Vanguard Communication Services ETF worth $3.07M as of Q2 2025.
Avantax Advisory Services sold 4,611 Vanguard Communication Services ETF shares in Q2 2025, an estimated $709K.
Vanguard Communication Services ETF made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #610 holding.
Avantax Advisory Services first reported a position in Vanguard Communication Services ETF in Q3 2020 and has held it in 20 quarters since.
Avantax Advisory Services's Vanguard Communication Services ETF position peaked at $3.56M in Q4 2024.
458 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.