Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
HWM
HighMark Wealth Management’s
Vanguard Communication Services ETF
VOX
Stock Holding History
HighMark Wealth Management’s Portfolio
VOX Stock Details
VOX Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q3
–
Sell
-92
Closed
-$15.7K
–
672
2025
Q2
$15.7K
Hold
92
–
–
0.01%
257
2025
Q1
$13.6K
Buy
92
+1
+1%
+$159
0.01%
240
2024
Q4
$14.2K
Hold
91
–
–
0.01%
242
2024
Q3
$13.2K
Hold
91
–
–
0.01%
252
2024
Q2
$12.5K
Hold
91
–
–
0.01%
248
2024
Q1
$11.9K
Buy
91
+1
+1%
+$125
0.01%
252
2023
Q4
$10.6K
Hold
90
–
–
0.01%
255
2023
Q3
$9.45K
Hold
90
–
–
0.01%
259
2023
Q2
$9.53K
Hold
90
–
–
0.01%
265
2023
Q1
$8.66K
Buy
90
+1
+1%
+$92
0.01%
319
2022
Q4
$7.35K
Hold
89
–
–
0.01%
295
2022
Q3
$7K
Hold
89
–
–
0.01%
297
2022
Q2
$8K
Hold
89
–
–
0.01%
285
2022
Q1
$11K
Hold
89
–
–
0.01%
254
2021
Q4
$12K
Buy
89
+1
+1%
+$139
0.01%
236
2021
Q3
$12K
Hold
88
–
–
0.01%
235
2021
Q2
$13K
Hold
88
–
–
0.01%
227
2021
Q1
$11K
Hold
88
–
–
0.01%
226
2020
Q4
$11K
Hold
88
–
–
0.01%
222
2020
Q3
$9K
Buy
88
+1
+1%
+$102
0.01%
252
2020
Q2
$8K
Hold
87
–
–
0.01%
249
2020
Q1
$6K
Hold
87
–
–
0.01%
214
2019
Q4
$8K
Buy
+87
New
+$7.86K
0.01%
251
Other funds holding VOX
PCH
PGIM Custom Harvest
Newark, New Jersey
$6.4B AUM
18.53%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton, Ohio
$1.78B AUM
14.7%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close