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Curran Financial Partners’s Vanguard Communication Services ETF VOX Stock Holding History

Curran Financial Partners’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
-26,176
Closed -$5.07M – 135
2025
Q4 		$5.07M Buy
26,176
+516
+2% +$96.8K 0.96% 29
2025
Q3 		$4.82M Sell
25,660
-752
-3% -$134K 0.95% 30
2025
Q2 		$4.52M Buy
+26,412
New +$4.06M 1% 27
2025
Q1 		– Sell
-29,184
Closed -$4.52M – 106
2024
Q4 		$4.52M Sell
29,184
-355
-1% -$54.2K 1.19% 27
2024
Q3 		$4.29M Buy
29,539
+540
+2% +$74.6K 1.22% 28
2024
Q2 		$4.01M Buy
28,999
+205
+0.7% +$27.2K 1.34% 26
2024
Q1 		$3.78M Sell
28,794
-1,019
-3% -$128K 1.31% 26
2023
Q4 		$3.67M Sell
29,813
-1,507
-5% -$166K 1.41% 26
2023
Q3 		$3.29M Sell
31,320
-663
-2% -$71.7K 1.44% 27
2023
Q2 		$3.4M Buy
31,983
+864
+3% +$86.7K 1.48% 27
2023
Q1 		$3.01M Buy
+31,119
New +$2.87M 1.43% 28
2022
Q2 		– Sell
-69,940
Closed -$8.4M – 75
2022
Q1 		$8.4M Buy
+69,940
New +$8.57M 3.45% 7
2021
Q4 		– Sell
-52,674
Closed -$7.43M – 84
2021
Q3 		$7.43M Buy
52,674
+5,224
+11% +$759K 3.8% 8
2021
Q2 		$6.82M Buy
47,450
+7,724
+19% +$1.06M 3.75% 8
2021
Q1 		$5.17M Buy
39,726
+4,262
+12% +$543K 3.71% 9
2020
Q4 		$4.26M Buy
+35,464
New +$3.96M 3.65% 8

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

Curran Financial Partners's VOX Position: Q1 2026 in Review

Curran Financial Partners sold out of Vanguard Communication Services ETF (VOX) in Q1 2026, closing a stake of 26,176 shares — an estimated $5.07M sold.

Curran Financial Partners first reported a position in VOX in Q4 2020 and held it in 16 quarters. The position peaked at $8.4M in Q1 2022. 499 funds tracked by Wall St. Rank hold VOX as of Q1 2026.

  • Curran Financial Partners reported no remaining Vanguard Communication Services ETF position as of Q1 2026 after selling out during the quarter.
  • Curran Financial Partners sold 26,176 Vanguard Communication Services ETF shares in Q1 2026, an estimated $5.07M.
  • Curran Financial Partners first reported a position in Vanguard Communication Services ETF in Q4 2020 and held it in 16 quarters.
  • Curran Financial Partners's Vanguard Communication Services ETF position peaked at $8.4M in Q1 2022.
  • 499 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2026.

Based on Curran Financial Partners's 13F filing for Q1 2026, filed 15 Apr 2026.