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Concourse Financial Group Securities’s Vanguard Communication Services ETF VOX Stock Holding History

Concourse Financial Group Securities’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 		– Sell
-8,244
Closed -$1.32M – 2029
2024
Q4 		$1.32M Buy
8,244
+60
+0.7% +$9.16K 0.07% 257
2024
Q3 		$1.19M Buy
8,184
+1,850
+29% +$255K 0.07% 270
2024
Q2 		$877K Buy
6,334
+335
+6% +$44.5K 0.05% 324
2024
Q1 		$787K Buy
5,999
+551
+10% +$69.1K 0.05% 346
2023
Q4 		$641K Buy
5,448
+1,935
+55% +$214K 0.05% 381
2023
Q3 		$371K Buy
3,513
+947
+37% +$102K 0.03% 470
2023
Q2 		$274K Sell
2,566
-36
-1% -$3.61K 0.02% 561
2023
Q1 		$252K Buy
2,602
+306
+13% +$28.2K 0.02% 585
2022
Q4 		$189K Sell
2,296
-451
-16% -$38K 0.02% 625
2022
Q3 		$227K Buy
2,747
+339
+14% +$32.3K 0.02% 519
2022
Q2 		$227K Buy
2,408
+215
+10% +$22.4K 0.02% 575
2022
Q1 		$263K Buy
2,193
+171
+8% +$20.9K 0.02% 562
2021
Q4 		$274K Buy
2,022
+64
+3% +$8.9K 0.02% 624
2021
Q3 		$276K Buy
1,958
+39
+2% +$5.67K 0.02% 615
2021
Q2 		$276K Buy
1,919
+188
+11% +$25.9K 0.02% 626
2021
Q1 		$225K Buy
1,731
+32
+2% +$4.08K 0.02% 647
2020
Q4 		$204K Buy
1,699
+21
+1% +$2.34K 0.02% 628
2020
Q3 		$171K Buy
1,678
+53
+3% +$5.38K 0.01% 598
2020
Q2 		$151K Buy
1,625
+243
+18% +$21.5K 0.01% 591
2020
Q1 		$105K Buy
1,382
+436
+46% +$39.4K 0.01% 639
2019
Q4 		$89K Buy
946
+635
+204% +$57.4K 0.01% 751
2019
Q3 		$27K Sell
311
-584
-65% -$51.5K 0.01% 863
2019
Q2 		$78K Buy
895
+64
+8% +$5.53K 0.01% 725
2019
Q1 		$69K Buy
831
+97
+13% +$7.91K 0.01% 777
2018
Q4 		$54K Buy
734
+40
+6% +$3.19K 0.01% 796
2018
Q3 		$61K Buy
+694
New +$59.9K 0.02% 544

Other funds holding VOX

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 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

Concourse Financial Group Securities's VOX Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Vanguard Communication Services ETF (VOX) in Q1 2025, closing a stake of 8,244 shares — an estimated $1.32M sold.

Concourse Financial Group Securities first reported a position in VOX in Q3 2018 and held it in 26 quarters. The position peaked at $1.32M in Q4 2024. 437 funds tracked by Wall St. Rank hold VOX as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Vanguard Communication Services ETF position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 8,244 Vanguard Communication Services ETF shares in Q1 2025, an estimated $1.32M.
  • Concourse Financial Group Securities first reported a position in Vanguard Communication Services ETF in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's Vanguard Communication Services ETF position peaked at $1.32M in Q4 2024.
  • 437 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.