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GeoWealth Management’s Vanguard Communication Services ETF VOX Stock Holding History

GeoWealth 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
2026
Q1 		$210K Sell
1,169
-257
-18% -$48.9K 0.01% 707
2025
Q4 		$276K Buy
1,426
+239
+20% +$44.8K 0.01% 588
2025
Q3 		$223K Sell
1,187
-141
-11% -$25.2K 0.01% 666
2025
Q2 		$227K Buy
+1,328
New +$204K 0.01% 624
2025
Q1 		– Sell
-1,244
Closed -$193K – 1772
2024
Q4 		$193K Sell
1,244
-370
-23% -$56.5K 0.01% 780
2024
Q3 		$235K Sell
1,614
-63
-4% -$8.7K 0.01% 669
2024
Q2 		$232K Sell
1,677
-20
-1% -$2.66K 0.01% 648
2024
Q1 		$223K Buy
+1,697
New +$213K 0.01% 652
2022
Q3 		– Sell
-3,254
Closed -$306K – 377
2022
Q2 		$306K Buy
3,254
+37
+1% +$3.85K 0.04% 207
2022
Q1 		$387K Sell
3,217
-279
-8% -$34.2K 0.03% 234
2021
Q4 		$474K Sell
3,496
-2,959
-46% -$412K 0.04% 218
2021
Q3 		$909K Buy
6,455
+2,972
+85% +$432K 0.07% 164
2021
Q2 		$501K Sell
3,483
-10,782
-76% -$1.48M 0.06% 147
2021
Q1 		$1.85M Buy
14,265
+1,697
+14% +$216K 0.29% 68
2020
Q4 		$1.51M Buy
12,568
+1,102
+10% +$123K 0.24% 88
2020
Q3 		$1.17M Buy
11,466
+7,378
+180% +$749K 0.35% 78
2020
Q2 		$380K Buy
+4,088
New +$362K 0.16% 107

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

GeoWealth Management's VOX Position: Q1 2026 in Review

GeoWealth Management reduced its Vanguard Communication Services ETF (VOX) stake by 18% in Q1 2026, selling an estimated $48.9K and leaving 1,169 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #707.

GeoWealth Management first reported a position in VOX in Q2 2020 and has held it in 17 quarters since. The position peaked at $1.85M in Q1 2021. 497 funds tracked by Wall St. Rank hold VOX as of Q1 2026.

  • GeoWealth Management held 1,169 shares of Vanguard Communication Services ETF worth $210K as of Q1 2026.
  • GeoWealth Management sold 257 Vanguard Communication Services ETF shares in Q1 2026, an estimated $48.9K.
  • Vanguard Communication Services ETF made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #707 holding.
  • GeoWealth Management first reported a position in Vanguard Communication Services ETF in Q2 2020 and has held it in 17 quarters since.
  • GeoWealth Management's Vanguard Communication Services ETF position peaked at $1.85M in Q1 2021.
  • 497 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.