EPM
VOX icon

Elm Partners Management’s Vanguard Communication Services ETF VOX Stock Holding History

Elm Partners 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 		$2.08M Sell
11,962
-902
-7% -$171K 0.09% 51
2025
Q4 		$2.49M Buy
12,864
+2,108
+20% +$396K 0.11% 53
2025
Q3 		$2.02M Buy
10,756
+925
+9% +$165K 0.1% 55
2025
Q2 		$1.68M Buy
9,831
+7,809
+386% +$1.2M 0.1% 45
2025
Q1 		$300K Sell
2,022
-73
-3% -$11.6K 0.02% 57
2024
Q4 		$325K Buy
2,095
+133
+7% +$20.3K 0.02% 56
2024
Q3 		$285K Hold
1,962
– – 0.02% 55
2024
Q2 		$271K Hold
1,962
– – 0.02% 57
2024
Q1 		$257K Hold
1,962
– – 0.02% 58
2023
Q4 		$231K Buy
+1,962
New +$217K 0.02% 51
2022
Q2 		– Sell
-82
Closed -$10K – 48
2022
Q1 		$10K Buy
+82
New +$10K ﹤0.01% 49

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 $1.47T 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 $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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