IFAM
VOX icon

Institutional & Family Asset Management’s Vanguard Communication Services ETF VOX Stock Holding History

Institutional & Family Asset 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
2021
Q2 		– Sell
-400
Closed -$52K – 1014
2021
Q1 		$52K Buy
+400
New +$51K 0.01% 349

Other funds holding VOX

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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
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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Institutional & Family Asset Management's VOX Position: Q2 2021 in Review

Institutional & Family Asset Management sold out of Vanguard Communication Services ETF (VOX) in Q2 2021, closing a stake of 400 shares — an estimated $52K sold.

Institutional & Family Asset Management first reported a position in VOX in Q1 2021 and held it in 1 quarter. The position peaked at $52K in Q1 2021. 310 funds tracked by Wall St. Rank hold VOX as of Q2 2021.

  • Institutional & Family Asset Management reported no remaining Vanguard Communication Services ETF position as of Q2 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 400 Vanguard Communication Services ETF shares in Q2 2021, an estimated $52K.
  • Institutional & Family Asset Management first reported a position in Vanguard Communication Services ETF in Q1 2021 and held it in 1 quarter.
  • Institutional & Family Asset Management's Vanguard Communication Services ETF position peaked at $52K in Q1 2021.
  • 310 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2021.

Based on Institutional & Family Asset Management's 13F filing for Q2 2021, filed 10 Aug 2021.