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CreativeOne Wealth’s Vanguard Communication Services ETF VOX Stock Holding History

CreativeOne Wealth’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
-1,545
Closed -$299K – 1265
2025
Q4 		$299K Sell
1,545
-118
-7% -$22.1K 0.01% 945
2025
Q3 		$312K Buy
1,663
+60
+4% +$10.7K 0.01% 931
2025
Q2 		$274K Buy
1,603
+112
+8% +$17.2K 0.01% 957
2025
Q1 		$221K Sell
1,491
-11
-0.7% -$1.75K 0.01% 965
2024
Q4 		$233K Buy
+1,502
New +$229K 0.01% 970

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

CreativeOne Wealth's VOX Position: Q1 2026 in Review

CreativeOne Wealth sold out of Vanguard Communication Services ETF (VOX) in Q1 2026, closing a stake of 1,545 shares — an estimated $299K sold.

CreativeOne Wealth first reported a position in VOX in Q4 2024 and held it in 5 quarters. The position peaked at $312K in Q3 2025. 497 funds tracked by Wall St. Rank hold VOX as of Q1 2026.

  • CreativeOne Wealth reported no remaining Vanguard Communication Services ETF position as of Q1 2026 after selling out during the quarter.
  • CreativeOne Wealth sold 1,545 Vanguard Communication Services ETF shares in Q1 2026, an estimated $299K.
  • CreativeOne Wealth first reported a position in Vanguard Communication Services ETF in Q4 2024 and held it in 5 quarters.
  • CreativeOne Wealth's Vanguard Communication Services ETF position peaked at $312K in Q3 2025.
  • 497 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.