FIM
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FWL Investment Management’s Vanguard Communication Services ETF VOX Stock Holding History

FWL Investment 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
2025
Q2 		– Sell
-115
Closed -$17.1K – 351
2025
Q1 		$17.1K Sell
115
-204
-64% -$32.4K 0.01% 198
2024
Q4 		$49.4K Buy
319
+182
+133% +$27.8K 0.02% 149
2024
Q3 		$19.9K Buy
+137
New +$18.9K 0.01% 186

Other funds holding VOX

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FWL Investment Management's VOX Position: Q2 2025 in Review

FWL Investment Management sold out of Vanguard Communication Services ETF (VOX) in Q2 2025, closing a stake of 115 shares — an estimated $17.1K sold.

FWL Investment Management first reported a position in VOX in Q3 2024 and held it in 3 quarters. The position peaked at $49.4K in Q4 2024. 460 funds tracked by Wall St. Rank hold VOX as of Q2 2025.

  • FWL Investment Management reported no remaining Vanguard Communication Services ETF position as of Q2 2025 after selling out during the quarter.
  • FWL Investment Management sold 115 Vanguard Communication Services ETF shares in Q2 2025, an estimated $17.1K.
  • FWL Investment Management first reported a position in Vanguard Communication Services ETF in Q3 2024 and held it in 3 quarters.
  • FWL Investment Management's Vanguard Communication Services ETF position peaked at $49.4K in Q4 2024.
  • 460 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2025.

Based on FWL Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.