CTWM
VOX icon

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return