Bleakley Financial Group’s Vanguard Communication Services ETF VOX Stock Holding History

Bleakley Financial Group’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	-6,900	Closed	-$1.07M	–	999
2024 Q4	$1.07M	Sell	6,900 -1,423	-17%	-$217K	0.03%	391
2024 Q3	$1.21M	Sell	8,323 -1,184	-12%	-$163K	0.04%	365
2024 Q2	$1.31M	Sell	9,507 -2,379	-20%	-$316K	0.04%	353
2024 Q1	$1.56M	Buy	11,886 +5,384	+83%	+$676K	0.05%	335
2023 Q4	$765K	Sell	6,502 -16,994	-72%	-$1.88M	0.02%	471
2023 Q3	$2.47M	Buy	23,496 +13,496	+135%	+$1.46M	0.09%	208
2023 Q2	$1.06M	Buy	10,000 +451	+5%	+$45.2K	0.03%	391
2023 Q1	$923K	Buy	+9,549	New	+$880K	0.03%	406

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

FIA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BCMIO

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

Bleakley Financial Group's VOX Position: Q1 2025 in Review

Bleakley Financial Group sold out of Vanguard Communication Services ETF (VOX) in Q1 2025, closing a stake of 6,900 shares — an estimated $1.07M sold.

Bleakley Financial Group first reported a position in VOX in Q1 2023 and held it in 8 quarters. The position peaked at $2.47M in Q3 2023. 438 funds tracked by Wall St. Rank hold VOX as of Q1 2025.

Bleakley Financial Group reported no remaining Vanguard Communication Services ETF position as of Q1 2025 after selling out during the quarter.
Bleakley Financial Group sold 6,900 Vanguard Communication Services ETF shares in Q1 2025, an estimated $1.07M.
Bleakley Financial Group first reported a position in Vanguard Communication Services ETF in Q1 2023 and held it in 8 quarters.
Bleakley Financial Group's Vanguard Communication Services ETF position peaked at $2.47M in Q3 2023.
438 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.