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

Congress 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
2025 Q2	$4.39M	Buy	25,692 +10,746	+72%	+$1.65M	0.04%	416
2025 Q1	$2.22M	Sell	14,946 -3,042	-17%	-$483K	0.03%	469
2024 Q4	$2.79M	Sell	17,988 -1,332	-7%	-$203K	0.04%	363
2024 Q3	$2.81M	Sell	19,320 -8,973	-32%	-$1.24M	0.04%	376
2024 Q2	$3.91M	Buy	+28,293	New	+$3.76M	0.06%	276
2023 Q4	–	Sell	-30,988	Closed	-$3.26M	–	673
2023 Q3	$3.26M	Buy	30,988 +9,653	+45%	+$1.04M	0.07%	259
2023 Q2	$2.27M	Buy	21,335 +9,741	+84%	+$977K	0.05%	246
2023 Q1	$1.12M	Buy	+11,594	New	+$1.07M	0.03%	327
2022 Q4	–	Sell	-13,634	Closed	-$1.12M	–	584
2022 Q3	$1.12M	Buy	13,634 +1,281	+10%	+$122K	0.03%	327
2022 Q2	$1.16M	Buy	12,353 +956	+8%	+$99.4K	0.03%	318
2022 Q1	$1.37M	Sell	11,397 -4,787	-30%	-$586K	0.03%	318
2021 Q4	$2.19M	Buy	+16,184	New	+$2.25M	0.04%	301

Other funds holding VOX

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

PCH

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

BCMIO

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

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

Congress Wealth Management's VOX Position: Q2 2025 in Review

Congress Wealth Management increased its Vanguard Communication Services ETF (VOX) stake by 72% in Q2 2025, buying an estimated $1.65M and bringing the position to 25,692 shares worth $4.39M. The position accounts for 0.04% of the portfolio, ranked #416.

Congress Wealth Management first reported a position in VOX in Q4 2021 and has held it in 12 quarters since. 460 funds tracked by Wall St. Rank hold VOX as of Q2 2025.

Congress Wealth Management held 25,692 shares of Vanguard Communication Services ETF worth $4.39M as of Q2 2025.
Congress Wealth Management bought 10,746 Vanguard Communication Services ETF shares in Q2 2025, an estimated $1.65M.
Vanguard Communication Services ETF made up 0.04% of Congress Wealth Management's portfolio in Q2 2025, its #416 holding.
Congress Wealth Management first reported a position in Vanguard Communication Services ETF in Q4 2021 and has held it in 12 quarters since.
460 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.