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Callan Capital’s Vanguard Communication Services ETF VOX Stock Holding History

Callan Capital’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 		$8.79M Sell
59,214
-1,560
-3% -$248K 0.65% 28
2024
Q4 		$9.42M Sell
60,774
-828
-1% -$126K 0.69% 29
2024
Q3 		$8.96M Sell
61,602
-201
-0.3% -$27.8K 0.63% 29
2024
Q2 		$8.54M Sell
61,803
-324
-0.5% -$43K 0.7% 27
2024
Q1 		$8.15M Sell
62,127
-1,634
-3% -$205K 0.72% 26
2023
Q4 		$7.51M Sell
63,761
-863
-1% -$95.3K 0.71% 28
2023
Q3 		$6.8M Buy
64,624
+3,438
+6% +$372K 0.73% 27
2023
Q2 		$6.5M Sell
61,186
-872
-1% -$87.5K 0.72% 26
2023
Q1 		$6M Buy
62,058
+1,492
+2% +$138K 0.69% 29
2022
Q4 		$4.98M Sell
60,566
-5,427
-8% -$458K 0.62% 34
2022
Q3 		$5.44M Sell
65,993
-4,226
-6% -$403K 0.89% 26
2022
Q2 		$6.6M Buy
70,219
+2,943
+4% +$306K 1.02% 23
2022
Q1 		$8.08M Sell
67,276
-1,921
-3% -$235K 1.11% 18
2021
Q4 		$9.38M Buy
69,197
+788
+1% +$110K 1.36% 15
2021
Q3 		$9.63M Buy
68,409
+2,713
+4% +$394K 1.6% 15
2021
Q2 		$9.45M Buy
65,696
+332
+0.5% +$45.7K 1.64% 14
2021
Q1 		$8.5M Buy
65,364
+4,391
+7% +$559K 1.55% 14
2020
Q4 		$7.33M Sell
60,973
-2,415
-4% -$269K 1.49% 14
2020
Q3 		$6.46M Buy
63,388
+5,787
+10% +$588K 1.45% 14
2020
Q2 		$5.36M Buy
57,601
+47,945
+497% +$4.24M 1.34% 16
2020
Q1 		$736K Sell
9,656
-981
-9% -$88.6K 0.23% 43
2019
Q4 		$999K Sell
10,637
-1,386
-12% -$125K 0.27% 40
2019
Q3 		$1.04M Sell
12,023
-1,014
-8% -$89.4K 0.3% 39
2019
Q2 		$1.13M Sell
13,037
-272
-2% -$23.5K 0.36% 37
2019
Q1 		$1.11M Buy
13,309
+1,453
+12% +$119K 0.36% 37
2018
Q4 		$878K Buy
+11,856
New +$947K 0.32% 38

Other funds holding VOX

JP Morgan Chase
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
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
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

Callan Capital's VOX Position: Q1 2025 in Review

Callan Capital reduced its Vanguard Communication Services ETF (VOX) stake by 2.6% in Q1 2025, selling an estimated $248K and leaving 59,214 shares worth $8.79M. The position accounts for 0.65% of the portfolio, ranked #28.

Callan Capital first reported a position in VOX in Q4 2018 and has held it in 26 quarters since. The position peaked at $9.63M in Q3 2021. 437 funds tracked by Wall St. Rank hold VOX as of Q1 2025.

  • Callan Capital held 59,214 shares of Vanguard Communication Services ETF worth $8.79M as of Q1 2025.
  • Callan Capital sold 1,560 Vanguard Communication Services ETF shares in Q1 2025, an estimated $248K.
  • Vanguard Communication Services ETF made up 0.65% of Callan Capital's portfolio in Q1 2025, its #28 holding.
  • Callan Capital first reported a position in Vanguard Communication Services ETF in Q4 2018 and has held it in 26 quarters since.
  • Callan Capital's Vanguard Communication Services ETF position peaked at $9.63M in Q3 2021.
  • 437 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.