AWM
VOX icon

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

Avior 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
2025
Q1 		– Sell
-1
Closed -$154 – 2295
2024
Q4 		$154 Sell
1
-36
-97% -$5.5K ﹤0.01% 2389
2024
Q3 		$5.38K Sell
37
-69
-65% -$9.53K ﹤0.01% 1759
2024
Q2 		$14.6K Buy
106
+4
+4% +$531 ﹤0.01% 1412
2024
Q1 		$13.4K Sell
102
-5
-5% -$627 ﹤0.01% 1762
2023
Q4 		$12.6K Sell
107
-27
-20% -$2.98K ﹤0.01% 952
2023
Q3 		$14.1K Sell
134
-29
-18% -$3.14K ﹤0.01% 988
2023
Q2 		$17.3K Sell
163
-4
-2% -$401 ﹤0.01% 953
2023
Q1 		$16.1K Sell
167
-321
-66% -$29.6K ﹤0.01% 985
2022
Q4 		$40.1K Sell
488
-887
-65% -$74.8K ﹤0.01% 655
2022
Q3 		$113K Sell
1,375
-1,548
-53% -$148K 0.01% 513
2022
Q2 		$274K Sell
2,923
-2,199
-43% -$229K 0.03% 374
2022
Q1 		$614K Sell
5,122
-9,283
-64% -$1.14M 0.05% 245
2021
Q4 		$1.95M Sell
14,405
-11,243
-44% -$1.56M 0.16% 110
2021
Q3 		$3.61M Sell
25,648
-5,293
-17% -$769K 0.3% 67
2021
Q2 		$4.45M Buy
30,941
+6,324
+26% +$871K 0.45% 51
2021
Q1 		$3.2M Buy
+24,617
New +$3.14M 0.34% 64

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

Avior Wealth Management's VOX Position: Q1 2025 in Review

Avior Wealth Management sold out of Vanguard Communication Services ETF (VOX) in Q1 2025, closing a stake of 1 share — an estimated $154 sold.

Avior Wealth Management first reported a position in VOX in Q1 2021 and held it in 16 quarters. The position peaked at $4.45M in Q2 2021. 437 funds tracked by Wall St. Rank hold VOX as of Q1 2025.

  • Avior Wealth Management reported no remaining Vanguard Communication Services ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 1 Vanguard Communication Services ETF share in Q1 2025, an estimated $154.
  • Avior Wealth Management first reported a position in Vanguard Communication Services ETF in Q1 2021 and held it in 16 quarters.
  • Avior Wealth Management's Vanguard Communication Services ETF position peaked at $4.45M in Q2 2021.
  • 437 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.