Cherry Tree Wealth Management’s Vanguard Communication Services ETF VOX Stock Holding History

Cherry Tree Wealth Management’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 Q1	$33.8K	Buy	188 +145	+337%	+$27.6K	0.01%	306
2025 Q4	$8.33K	Hold	43	–	–	﹤0.01%	444
2025 Q3	$8.07K	Hold	43	–	–	﹤0.01%	433
2025 Q2	$7.36K	Hold	43	–	–	﹤0.01%	446
2025 Q1	$6.38K	Hold	43	–	–	﹤0.01%	494
2024 Q4	$6.66K	Hold	43	–	–	﹤0.01%	455
2024 Q3	$6.25K	Buy	43 +36	+514%	+$4.97K	﹤0.01%	463
2024 Q2	$968	Hold	7	–	–	﹤0.01%	547
2024 Q1	$919	Hold	7	–	–	﹤0.01%	550
2023 Q4	$825	Hold	7	–	–	﹤0.01%	550
2023 Q3	$737	Hold	7	–	–	﹤0.01%	546
2023 Q2	$745	Buy	+7	New	+$702	﹤0.01%	549

Other funds holding VOX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cherry Tree Wealth Management's VOX Position: Q1 2026 in Review

Cherry Tree Wealth Management increased its Vanguard Communication Services ETF (VOX) stake by 337% in Q1 2026, buying an estimated $27.6K and bringing the position to 188 shares worth $33.8K. The position accounts for 0.01% of the portfolio, ranked #306.

Cherry Tree Wealth Management first reported a position in VOX in Q2 2023 and has held it in 12 quarters since. 498 funds tracked by Wall St. Rank hold VOX as of Q1 2026.

Cherry Tree Wealth Management held 188 shares of Vanguard Communication Services ETF worth $33.8K as of Q1 2026.
Cherry Tree Wealth Management bought 145 Vanguard Communication Services ETF shares in Q1 2026, an estimated $27.6K.
Vanguard Communication Services ETF made up 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #306 holding.
Cherry Tree Wealth Management first reported a position in Vanguard Communication Services ETF in Q2 2023 and has held it in 12 quarters since.
498 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.