Chevy Chase Trust’s Vanguard Communication Services ETF VOX Stock Holding History

Chevy Chase 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 Q2	$294K	Sell	1,600 -430	-21%	-$82.5K	﹤0.01%	625
2026 Q1	$365K	Sell	2,030 -373	-16%	-$70.9K	﹤0.01%	607
2025 Q4	$465K	Buy	2,403 +803	+50%	+$151K	﹤0.01%	600
2025 Q3	$300K	Hold	1,600	–	–	﹤0.01%	605
2025 Q2	$274K	Hold	1,600	–	–	﹤0.01%	615
2025 Q1	$237K	Hold	1,600	–	–	﹤0.01%	621
2024 Q4	$248K	Hold	1,600	–	–	﹤0.01%	617
2024 Q3	$233K	Hold	1,600	–	–	﹤0.01%	610
2024 Q2	$221K	Hold	1,600	–	–	﹤0.01%	601
2024 Q1	$210K	Sell	1,600 -1,617	-50%	-$203K	﹤0.01%	603
2023 Q4	$379K	Hold	3,217	–	–	﹤0.01%	592
2023 Q3	$338K	Hold	3,217	–	–	﹤0.01%	588
2023 Q2	$342K	Hold	3,217	–	–	﹤0.01%	594
2023 Q1	$311K	Hold	3,217	–	–	﹤0.01%	609
2022 Q4	$265K	Buy	+3,217	New	+$271K	﹤0.01%	627
2022 Q1	–	Sell	-1,780	Closed	-$241K	–	676
2021 Q4	$241K	Sell	1,780 -1,980	-53%	-$275K	﹤0.01%	655
2021 Q3	$530K	Hold	3,760	–	–	﹤0.01%	599
2021 Q2	$541K	Buy	+3,760	New	+$518K	﹤0.01%	604
2020 Q1	–	Sell	-45	Closed	-$4K	–	1033
2019 Q4	$4K	Buy	+45	New	+$4.07K	﹤0.01%	1117

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

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

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Chevy Chase Trust's VOX Position: Q2 2026 in Review

Chevy Chase Trust reduced its Vanguard Communication Services ETF (VOX) stake by 21% in Q2 2026, selling an estimated $82.5K and leaving 1,600 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #625.

Chevy Chase Trust first reported a position in VOX in Q4 2019 and has held it in 19 quarters since. The position peaked at $541K in Q2 2021. 505 funds tracked by Wall St. Rank hold VOX as of Q2 2026.

Chevy Chase Trust held 1,600 shares of Vanguard Communication Services ETF worth $294K as of Q2 2026.
Chevy Chase Trust sold 430 Vanguard Communication Services ETF shares in Q2 2026, an estimated $82.5K.
Vanguard Communication Services ETF made up ﹤0.01% of Chevy Chase Trust's portfolio in Q2 2026, its #625 holding.
Chevy Chase Trust first reported a position in Vanguard Communication Services ETF in Q4 2019 and has held it in 19 quarters since.
Chevy Chase Trust's Vanguard Communication Services ETF position peaked at $541K in Q2 2021.
505 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2026.

Based on Chevy Chase Trust's 13F filing for Q2 2026, filed 14 Aug 2026.