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Gries Financial’s Vanguard Communication Services ETF VOX Stock Holding History

Gries Financial’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
-1,522
Closed -$226K – 322
2025
Q1 		$226K Sell
1,522
-486
-24% -$77.2K 0.04% 254
2024
Q4 		$311K Sell
2,008
-1,184
-37% -$181K 0.06% 214
2024
Q3 		$464K Buy
3,192
+1,697
+114% +$234K 0.09% 167
2024
Q2 		$207K Sell
1,495
-2,304
-61% -$306K 0.04% 232
2024
Q1 		$499K Buy
+3,799
New +$477K 0.08% 172

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
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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gries Financial's VOX Position: Q2 2025 in Review

Gries Financial sold out of Vanguard Communication Services ETF (VOX) in Q2 2025, closing a stake of 1,522 shares — an estimated $226K sold.

Gries Financial first reported a position in VOX in Q1 2024 and held it in 5 quarters. The position peaked at $499K in Q1 2024. 458 funds tracked by Wall St. Rank hold VOX as of Q2 2025.

  • Gries Financial reported no remaining Vanguard Communication Services ETF position as of Q2 2025 after selling out during the quarter.
  • Gries Financial sold 1,522 Vanguard Communication Services ETF shares in Q2 2025, an estimated $226K.
  • Gries Financial first reported a position in Vanguard Communication Services ETF in Q1 2024 and held it in 5 quarters.
  • Gries Financial's Vanguard Communication Services ETF position peaked at $499K in Q1 2024.
  • 458 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2025.

Based on Gries Financial's 13F filing for Q2 2025, filed 14 Jul 2025.