HOWA
VOX icon

Heritage Oak Wealth Advisors’s Vanguard Communication Services ETF VOX Stock Holding History

Heritage Oak 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
2024
Q4 		– Sell
-3,351
Closed -$487K – 184
2024
Q3 		$487K Buy
+3,351
New +$463K 0.22% 66

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

Heritage Oak Wealth Advisors's VOX Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of Vanguard Communication Services ETF (VOX) in Q4 2024, closing a stake of 3,351 shares — an estimated $487K sold.

Heritage Oak Wealth Advisors first reported a position in VOX in Q3 2024 and held it in 1 quarter. The position peaked at $487K in Q3 2024. 447 funds tracked by Wall St. Rank hold VOX as of Q4 2024.

  • Heritage Oak Wealth Advisors reported no remaining Vanguard Communication Services ETF position as of Q4 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 3,351 Vanguard Communication Services ETF shares in Q4 2024, an estimated $487K.
  • Heritage Oak Wealth Advisors first reported a position in Vanguard Communication Services ETF in Q3 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's Vanguard Communication Services ETF position peaked at $487K in Q3 2024.
  • 447 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.