Jacobi Capital Management’s Vanguard Communication Services ETF VOX Stock Holding History

Jacobi Capital 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 Q4	–	Sell	-56	Closed	-$8K	–	1307
2021 Q3	$8K	Buy	+56	New	+$8.14K	﹤0.01%	1113
2020 Q1	–	Sell	-33	Closed	-$3K	–	1207
2019 Q4	$3K	Hold	33	–	–	﹤0.01%	932
2019 Q3	$3K	Hold	33	–	–	﹤0.01%	914
2019 Q2	$3K	Hold	33	–	–	﹤0.01%	905
2019 Q1	$3K	Hold	33	–	–	﹤0.01%	863
2018 Q4	$2K	Hold	33	–	–	﹤0.01%	875
2018 Q3	$3K	Hold	33	–	–	﹤0.01%	866
2018 Q2	$3K	Hold	33	–	–	﹤0.01%	904
2018 Q1	$3K	Sell	33 -16	-33%	-$1.42K	﹤0.01%	875
2017 Q4	$4K	Hold	49	–	–	﹤0.01%	809
2017 Q3	$5K	Hold	49	–	–	﹤0.01%	766
2017 Q2	$4K	Hold	49	–	–	﹤0.01%	707
2017 Q1	$5K	Hold	49	–	–	﹤0.01%	563
2016 Q4	$5K	Hold	49	–	–	﹤0.01%	507
2016 Q3	$5K	Buy	+49	New	+$4.75K	﹤0.01%	564

Other funds holding VOX

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Jacobi Capital Management's VOX Position: Q4 2021 in Review

Jacobi Capital Management sold out of Vanguard Communication Services ETF (VOX) in Q4 2021, closing a stake of 56 shares — an estimated $8K sold.

Jacobi Capital Management first reported a position in VOX in Q3 2016 and held it in 15 quarters. The position peaked at $8K in Q3 2021. 342 funds tracked by Wall St. Rank hold VOX as of Q4 2021.

Jacobi Capital Management reported no remaining Vanguard Communication Services ETF position as of Q4 2021 after selling out during the quarter.
Jacobi Capital Management sold 56 Vanguard Communication Services ETF shares in Q4 2021, an estimated $8K.
Jacobi Capital Management first reported a position in Vanguard Communication Services ETF in Q3 2016 and held it in 15 quarters.
Jacobi Capital Management's Vanguard Communication Services ETF position peaked at $8K in Q3 2021.
342 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.