BFS
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Burkett Financial Services’s Vanguard Communication Services ETF VOX Stock Holding History

Burkett Financial 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
Q1 		– Sell
-147
Closed -$22.8K – 257
2024
Q4 		$22.8K Buy
+147
New +$22.4K 0.01% 117

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

Burkett Financial Services's VOX Position: Q1 2025 in Review

Burkett Financial Services sold out of Vanguard Communication Services ETF (VOX) in Q1 2025, closing a stake of 147 shares — an estimated $22.8K sold.

Burkett Financial Services first reported a position in VOX in Q4 2024 and held it in 1 quarter. The position peaked at $22.8K in Q4 2024. 437 funds tracked by Wall St. Rank hold VOX as of Q1 2025.

  • Burkett Financial Services reported no remaining Vanguard Communication Services ETF position as of Q1 2025 after selling out during the quarter.
  • Burkett Financial Services sold 147 Vanguard Communication Services ETF shares in Q1 2025, an estimated $22.8K.
  • Burkett Financial Services first reported a position in Vanguard Communication Services ETF in Q4 2024 and held it in 1 quarter.
  • Burkett Financial Services's Vanguard Communication Services ETF position peaked at $22.8K in Q4 2024.
  • 437 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2025.

Based on Burkett Financial Services's 13F filing for Q1 2025, filed 11 Apr 2025.