EGWAG
VOX icon

Elwood & Goetz Wealth Advisory Group’s Vanguard Communication Services ETF VOX Stock Holding History

Elwood & Goetz Wealth Advisory Group’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
Q3 		– Sell
-1,769
Closed -$303K – 137
2025
Q2 		$303K Buy
+1,769
New +$272K 0.07% 89

Other funds holding VOX

PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's VOX Position: Q3 2025 in Review

Elwood & Goetz Wealth Advisory Group sold out of Vanguard Communication Services ETF (VOX) in Q3 2025, closing a stake of 1,769 shares — an estimated $303K sold.

Elwood & Goetz Wealth Advisory Group first reported a position in VOX in Q2 2025 and held it in 1 quarter. The position peaked at $303K in Q2 2025. 475 funds tracked by Wall St. Rank hold VOX as of Q3 2025.

  • Elwood & Goetz Wealth Advisory Group reported no remaining Vanguard Communication Services ETF position as of Q3 2025 after selling out during the quarter.
  • Elwood & Goetz Wealth Advisory Group sold 1,769 Vanguard Communication Services ETF shares in Q3 2025, an estimated $303K.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Vanguard Communication Services ETF in Q2 2025 and held it in 1 quarter.
  • Elwood & Goetz Wealth Advisory Group's Vanguard Communication Services ETF position peaked at $303K in Q2 2025.
  • 475 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q3 2025.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q3 2025, filed 28 Oct 2025.