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Bordeaux Wealth Advisors’s Vanguard Communication Services ETF VOX Stock Holding History

Bordeaux Wealth Advisors’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 		$327K Buy
1,914
+4
+0.2% +$615 0.04% 120
2025
Q1 		$283K Sell
1,910
-767
-29% -$122K 0.05% 122
2024
Q4 		$415K Sell
2,677
-659
-20% -$101K 0.07% 98
2024
Q3 		$485K Buy
3,336
+8
+0.2% +$1.1K 0.09% 93
2024
Q2 		$460K Buy
+3,328
New +$442K 0.09% 88

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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bordeaux Wealth Advisors's VOX Position: Q2 2025 in Review

Bordeaux Wealth Advisors increased its Vanguard Communication Services ETF (VOX) stake by 0.21% in Q2 2025, buying an estimated $615 and bringing the position to 1,914 shares worth $327K. The position accounts for 0.04% of the portfolio, ranked #120.

Bordeaux Wealth Advisors first reported a position in VOX in Q2 2024 and has held it in 5 quarters since. The position peaked at $485K in Q3 2024. 458 funds tracked by Wall St. Rank hold VOX as of Q2 2025.

  • Bordeaux Wealth Advisors held 1,914 shares of Vanguard Communication Services ETF worth $327K as of Q2 2025.
  • Bordeaux Wealth Advisors bought 4 Vanguard Communication Services ETF shares in Q2 2025, an estimated $615.
  • Vanguard Communication Services ETF made up 0.04% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #120 holding.
  • Bordeaux Wealth Advisors first reported a position in Vanguard Communication Services ETF in Q2 2024 and has held it in 5 quarters since.
  • Bordeaux Wealth Advisors's Vanguard Communication Services ETF position peaked at $485K in Q3 2024.
  • 458 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.