GWM
VOX icon

Gray Wealth Management’s Vanguard Communication Services ETF VOX Stock Holding History

Gray Wealth 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
2024
Q4 		$243K Sell
1,565
-28
-2% -$4.27K 0.09% 116
2024
Q3 		$232K Hold
1,593
– – 0.09% 121
2024
Q2 		$220K Hold
1,593
– – 0.1% 125
2024
Q1 		$209K Buy
+1,593
New +$200K 0.09% 133
2022
Q1 		– Sell
-1,485
Closed -$201K – 132
2021
Q4 		$201K Buy
+1,485
New +$207K 0.1% 127

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

Gray Wealth Management's VOX Position: Q4 2024 in Review

Gray Wealth Management reduced its Vanguard Communication Services ETF (VOX) stake by 1.8% in Q4 2024, selling an estimated $4.27K and leaving 1,565 shares worth $243K. The position accounts for 0.09% of the portfolio, ranked #116.

Gray Wealth Management first reported a position in VOX in Q4 2021 and has held it in 5 quarters since. 447 funds tracked by Wall St. Rank hold VOX as of Q4 2024.

  • Gray Wealth Management held 1,565 shares of Vanguard Communication Services ETF worth $243K as of Q4 2024.
  • Gray Wealth Management sold 28 Vanguard Communication Services ETF shares in Q4 2024, an estimated $4.27K.
  • Vanguard Communication Services ETF made up 0.09% of Gray Wealth Management's portfolio in Q4 2024, its #116 holding.
  • Gray Wealth Management first reported a position in Vanguard Communication Services ETF in Q4 2021 and has held it in 5 quarters since.
  • 447 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q4 2024.

Based on Gray Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.