CWM
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Circle Wealth Management’s Vanguard Communication Services ETF VOX Stock Holding History

Circle 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 		– Sell
-1,084
Closed -$210K – 277
2025
Q4 		$210K Hold
1,084
– – ﹤0.01% 236
2025
Q3 		$203K Buy
+1,084
New +$194K ﹤0.01% 219

Other funds holding VOX

Bank of America
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Circle Wealth Management's VOX Position: Q1 2026 in Review

Circle Wealth Management sold out of Vanguard Communication Services ETF (VOX) in Q1 2026, closing a stake of 1,084 shares — an estimated $210K sold.

Circle Wealth Management first reported a position in VOX in Q3 2025 and held it in 2 quarters. The position peaked at $210K in Q4 2025. 498 funds tracked by Wall St. Rank hold VOX as of Q1 2026.

  • Circle Wealth Management reported no remaining Vanguard Communication Services ETF position as of Q1 2026 after selling out during the quarter.
  • Circle Wealth Management sold 1,084 Vanguard Communication Services ETF shares in Q1 2026, an estimated $210K.
  • Circle Wealth Management first reported a position in Vanguard Communication Services ETF in Q3 2025 and held it in 2 quarters.
  • Circle Wealth Management's Vanguard Communication Services ETF position peaked at $210K in Q4 2025.
  • 498 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2026.

Based on Circle Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.