Caldwell Trust
VOX icon

Caldwell Trust’s Vanguard Communication Services ETF VOX Stock Holding History

Caldwell Trust’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
2026
Q3 		$3.05K Sell
16
-100
-86% -$18.8K ﹤0.01% 749
2026
Q2 		$21.3K Buy
116
+16
+16% +$3.07K ﹤0.01% 600
2026
Q1 		$18K Hold
100
– – ﹤0.01% 606
2025
Q4 		$19.4K Hold
100
– – ﹤0.01% 589
2025
Q3 		$18.8K Buy
+100
New +$17.9K ﹤0.01% 579
2025
Q1 		– Sell
-23
Closed -$3.56K – 772
2024
Q4 		$3.56K Hold
23
– – ﹤0.01% 668
2024
Q3 		$3.34K Buy
+23
New +$3.18K ﹤0.01% 665

Other funds holding VOX

Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
KCM Investment Advisors
KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Lighthouse Financial Services
Lighthouse Financial Services Brea, California $482M AUM 20.42% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Quaker Wealth Management
Quaker Wealth Management Moorestown, New Jersey $341M AUM 9.06% 1-Year Est. Return
Gibraltar Capital Management
Gibraltar Capital Management Tulsa, Oklahoma $664M AUM 19.72% 1-Year Est. Return

Caldwell Trust's VOX Position: Q3 2026 in Review

Caldwell Trust reduced its Vanguard Communication Services ETF (VOX) stake by 86% in Q3 2026, selling an estimated $18.8K and leaving 16 shares worth $3.05K. The position accounts for ﹤0.01% of the portfolio, ranked #749.

Caldwell Trust first reported a position in VOX in Q3 2024 and has held it in 7 quarters since. The position peaked at $21.3K in Q2 2026. 223 funds tracked by Wall St. Rank hold VOX as of Q3 2026.

  • Caldwell Trust held 16 shares of Vanguard Communication Services ETF worth $3.05K as of Q3 2026.
  • Caldwell Trust sold 100 Vanguard Communication Services ETF shares in Q3 2026, an estimated $18.8K.
  • Vanguard Communication Services ETF made up ﹤0.01% of Caldwell Trust's portfolio in Q3 2026, its #749 holding.
  • Caldwell Trust first reported a position in Vanguard Communication Services ETF in Q3 2024 and has held it in 7 quarters since.
  • Caldwell Trust's Vanguard Communication Services ETF position peaked at $21.3K in Q2 2026.
  • 223 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.