EK
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Evensky & Katz’s Vanguard Communication Services ETF VOX Stock Holding History

Evensky & Katz’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
2024
Q4 		– Sell
-19
Closed -$3K – 84
2024
Q3 		$3K Hold
19
– – ﹤0.01% 83
2024
Q2 		$3K Hold
19
– – ﹤0.01% 84
2024
Q1 		$2K Hold
19
– – ﹤0.01% 87
2023
Q4 		$2K Sell
19
-38
-67% -$4.2K ﹤0.01% 87
2023
Q3 		$6K Buy
57
+3
+6% +$325 ﹤0.01% 85
2023
Q2 		$6K Sell
54
-455
-89% -$45.6K ﹤0.01% 86
2023
Q1 		$49K Sell
509
-400
-44% -$36.9K ﹤0.01% 78
2022
Q4 		$75K Sell
909
-306,123
-100% -$25.8M 0.01% 76
2022
Q3 		$25.3M Buy
307,032
+5,499
+2% +$524K 2.99% 12
2022
Q2 		$28.4M Buy
301,533
+15,583
+5% +$1.62M 3.24% 12
2022
Q1 		$34.3M Buy
285,950
+10,655
+4% +$1.31M 3.39% 10
2021
Q4 		$37.3M Buy
275,295
+3,339
+1% +$465K 3.6% 9
2021
Q3 		$38.3M Sell
271,956
-3,661
-1% -$532K 4% 8
2021
Q2 		$39.6M Buy
275,617
+7,235
+3% +$996K 4.04% 9
2021
Q1 		$34.9M Buy
268,382
+8,409
+3% +$1.07M 3.86% 9
2020
Q4 		$31.2M Buy
259,973
+11,590
+5% +$1.29M 3.87% 9
2020
Q3 		$25.3M Buy
248,383
+8,735
+4% +$887K 3.43% 10
2020
Q2 		$22.3M Buy
+239,648
New +$21.2M 3.22% 10

Other funds holding VOX

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Evensky & Katz's VOX Position: Q4 2024 in Review

Evensky & Katz sold out of Vanguard Communication Services ETF (VOX) in Q4 2024, closing a stake of 19 shares — an estimated $3K sold.

Evensky & Katz first reported a position in VOX in Q2 2020 and held it in 18 quarters. The position peaked at $39.6M in Q2 2021. 447 funds tracked by Wall St. Rank hold VOX as of Q4 2024.

  • Evensky & Katz reported no remaining Vanguard Communication Services ETF position as of Q4 2024 after selling out during the quarter.
  • Evensky & Katz sold 19 Vanguard Communication Services ETF shares in Q4 2024, an estimated $3K.
  • Evensky & Katz first reported a position in Vanguard Communication Services ETF in Q2 2020 and held it in 18 quarters.
  • Evensky & Katz's Vanguard Communication Services ETF position peaked at $39.6M in Q2 2021.
  • 447 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q4 2024.

Based on Evensky & Katz's 13F filing for Q4 2024, filed 14 Feb 2025.