Bartlett & Co Wealth Management’s Vanguard Communication Services ETF VOX Stock Holding History

Bartlett & Co 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 Q2	–	Sell	-28	Closed	-$4.16K	–	1340
2025 Q1	$4.16K	Buy	+28	New	+$4.45K	﹤0.01%	1008
2019 Q1	–	Sell	-1	Closed	-$74	–	765
2018 Q4	$74	Hold	1	–	–	﹤0.01%	685
2018 Q3	$87	Hold	1	–	–	﹤0.01%	695
2018 Q2	$86	Buy	+1	New	+$85	﹤0.01%	698

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

Bartlett & Co Wealth Management's VOX Position: Q2 2025 in Review

Bartlett & Co Wealth Management sold out of Vanguard Communication Services ETF (VOX) in Q2 2025, closing a stake of 28 shares — an estimated $4.16K sold.

Bartlett & Co Wealth Management first reported a position in VOX in Q2 2018 and held it in 4 quarters. The position peaked at $4.16K in Q1 2025. 458 funds tracked by Wall St. Rank hold VOX as of Q2 2025.

Bartlett & Co Wealth Management reported no remaining Vanguard Communication Services ETF position as of Q2 2025 after selling out during the quarter.
Bartlett & Co Wealth Management sold 28 Vanguard Communication Services ETF shares in Q2 2025, an estimated $4.16K.
Bartlett & Co Wealth Management first reported a position in Vanguard Communication Services ETF in Q2 2018 and held it in 4 quarters.
Bartlett & Co Wealth Management's Vanguard Communication Services ETF position peaked at $4.16K in Q1 2025.
458 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.