EFS
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Essex Financial Services’s Vanguard Communication Services ETF VOX Stock Holding History

Essex Financial Services’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 		$1.46M Sell
8,095
-187
-2% -$35.6K 0.08% 209
2025
Q4 		$1.6M Buy
8,282
+15
+0.2% +$2.81K 0.09% 199
2025
Q3 		$1.55M Buy
8,267
+353
+4% +$63K 0.09% 195
2025
Q2 		$1.35M Buy
7,914
+13
+0.2% +$2K 0.09% 200
2025
Q1 		$1.17M Buy
7,901
+14
+0.2% +$2.23K 0.08% 206
2024
Q4 		$1.22M Buy
7,887
+11
+0.1% +$1.68K 0.09% 198
2024
Q3 		$1.15M Buy
7,876
+297
+4% +$41K 0.08% 208
2024
Q2 		$1.02M Buy
7,579
+4,990
+193% +$663K 0.08% 233
2024
Q1 		$340K Buy
+2,589
New +$325K 0.03% 395

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

Essex Financial Services's VOX Position: Q1 2026 in Review

Essex Financial Services reduced its Vanguard Communication Services ETF (VOX) stake by 2.3% in Q1 2026, selling an estimated $35.6K and leaving 8,095 shares worth $1.46M. The position accounts for 0.08% of the portfolio, ranked #209.

Essex Financial Services first reported a position in VOX in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.6M in Q4 2025. 497 funds tracked by Wall St. Rank hold VOX as of Q1 2026.

  • Essex Financial Services held 8,095 shares of Vanguard Communication Services ETF worth $1.46M as of Q1 2026.
  • Essex Financial Services sold 187 Vanguard Communication Services ETF shares in Q1 2026, an estimated $35.6K.
  • Vanguard Communication Services ETF made up 0.08% of Essex Financial Services's portfolio in Q1 2026, its #209 holding.
  • Essex Financial Services first reported a position in Vanguard Communication Services ETF in Q1 2024 and has held it in 9 quarters since.
  • Essex Financial Services's Vanguard Communication Services ETF position peaked at $1.6M in Q4 2025.
  • 497 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.