EWA
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Exencial Wealth Advisors’s Vanguard Communication Services ETF VOX Stock Holding History

Exencial Wealth Advisors’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
2022
Q3 		– Sell
-3,563
Closed -$335K – 435
2022
Q2 		$335K Buy
+3,563
New +$371K 0.02% 332

Other funds holding VOX

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.37B AUM 30.24% 1-Year Est. Return

Exencial Wealth Advisors's VOX Position: Q3 2022 in Review

Exencial Wealth Advisors sold out of Vanguard Communication Services ETF (VOX) in Q3 2022, closing a stake of 3,563 shares — an estimated $335K sold.

Exencial Wealth Advisors first reported a position in VOX in Q2 2022 and held it in 1 quarter. The position peaked at $335K in Q2 2022. 297 funds tracked by Wall St. Rank hold VOX as of Q3 2022.

  • Exencial Wealth Advisors reported no remaining Vanguard Communication Services ETF position as of Q3 2022 after selling out during the quarter.
  • Exencial Wealth Advisors sold 3,563 Vanguard Communication Services ETF shares in Q3 2022, an estimated $335K.
  • Exencial Wealth Advisors first reported a position in Vanguard Communication Services ETF in Q2 2022 and held it in 1 quarter.
  • Exencial Wealth Advisors's Vanguard Communication Services ETF position peaked at $335K in Q2 2022.
  • 297 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q3 2022.

Based on Exencial Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.