HWA
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Heartwood Wealth Advisors’s Vanguard Communication Services ETF VOX Stock Holding History

Heartwood 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
2025
Q4 		– Sell
-352
Closed -$66.1K – 585
2025
Q3 		$66.1K Buy
+352
New +$62.9K 0.01% 287

Other funds holding VOX

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
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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $424B AUM 22.96% 1-Year Est. Return

Heartwood Wealth Advisors's VOX Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Vanguard Communication Services ETF (VOX) in Q4 2025, closing a stake of 352 shares — an estimated $66.1K sold.

Heartwood Wealth Advisors first reported a position in VOX in Q3 2025 and held it in 1 quarter. The position peaked at $66.1K in Q3 2025. 509 funds tracked by Wall St. Rank hold VOX as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Vanguard Communication Services ETF position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 352 Vanguard Communication Services ETF shares in Q4 2025, an estimated $66.1K.
  • Heartwood Wealth Advisors first reported a position in Vanguard Communication Services ETF in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Vanguard Communication Services ETF position peaked at $66.1K in Q3 2025.
  • 509 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.