JFGIW
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Johnson Financial Group Inc (Wisconsin)’s Vanguard Communication Services ETF VOX Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2026
Q1 		$154K Sell
856
-352
-29% -$66.9K 0.01% 348
2025
Q4 		$234K Hold
1,208
– – 0.01% 309
2025
Q3 		$227K Sell
1,208
-80
-6% -$14.3K 0.01% 337
2025
Q2 		$220K Hold
1,288
– – 0.01% 293
2025
Q1 		$191K Hold
1,288
– – 0.01% 357
2024
Q4 		$214K Sell
1,288
-134
-9% -$20.5K 0.01% 289
2024
Q3 		$207K Hold
1,422
– – 0.01% 348
2024
Q2 		$197K Hold
1,422
– – 0.01% 317
2024
Q1 		$187K Sell
1,422
-120
-8% -$15.1K 0.01% 304
2023
Q4 		$182K Sell
1,542
-198
-11% -$21.9K 0.01% 302
2023
Q3 		$184K Buy
1,740
+130
+8% +$14.1K 0.01% 252
2023
Q2 		$171K Sell
1,610
-59
-4% -$5.92K 0.01% 279
2023
Q1 		$161K Sell
1,669
-17,183
-91% -$1.58M 0.01% 289
2022
Q4 		$1.55M Buy
18,852
+17,482
+1,276% +$1.47M 0.12% 77
2022
Q3 		$116K Buy
1,370
+1,005
+275% +$95.8K 0.01% 288
2022
Q2 		$34K Sell
365
-11,107
-97% -$1.16M ﹤0.01% 433
2022
Q1 		$1.38M Sell
11,472
-1,688
-13% -$207K 0.1% 101
2021
Q4 		$1.78M Buy
13,160
+12,950
+6,167% +$1.8M 0.11% 90
2021
Q3 		$30K Hold
210
– – ﹤0.01% 468
2021
Q2 		$30K Sell
210
-1,060
-83% -$146K ﹤0.01% 471
2021
Q1 		$165K Hold
1,270
– – 0.01% 284
2020
Q4 		$153K Buy
1,270
+560
+79% +$62.5K 0.01% 226
2020
Q3 		$72K Hold
710
– – 0.01% 254
2020
Q2 		$66K Sell
710
-315
-31% -$27.9K 0.01% 256
2020
Q1 		$78K Sell
1,025
-3,172
-76% -$287K 0.01% 253
2019
Q4 		$394K Sell
4,197
-3,407
-45% -$308K 0.04% 155
2019
Q3 		$659K Sell
7,604
-1,301
-15% -$115K 0.06% 152
2019
Q2 		$772K Sell
8,905
-3,989
-31% -$345K 0.07% 139
2019
Q1 		$1.08M Sell
12,894
-3,874
-23% -$316K 0.1% 121
2018
Q4 		$1.24M Buy
16,768
+9,953
+146% +$795K 0.13% 110
2018
Q3 		$593K Sell
6,815
-3,100
-31% -$267K 0.06% 165
2018
Q2 		$842K Buy
9,915
+9,443
+2,001% +$801K 0.09% 131
2018
Q1 		$39K Sell
472
-7,603
-94% -$673K ﹤0.01% 359
2017
Q4 		$736K Buy
8,075
+7,251
+880% +$652K 0.09% 143
2017
Q3 		$76K Sell
824
-360
-30% -$33.2K 0.01% 302
2017
Q2 		$109K Buy
1,184
+853
+258% +$80.9K 0.02% 279
2017
Q1 		$31K Sell
331
-1,120
-77% -$110K ﹤0.01% 459
2016
Q4 		$145K Buy
1,451
+1,090
+302% +$103K 0.02% 299
2016
Q3 		$34K Hold
361
– – ﹤0.01% 438
2016
Q2 		$36K Sell
361
-400
-53% -$37.1K 0.01% 481
2016
Q1 		$71K Sell
761
-255
-25% -$21.9K 0.01% 345
2015
Q4 		$85K Hold
1,016
– – 0.02% 324
2015
Q3 		$80K Buy
1,016
+160
+19% +$13.5K 0.02% 383
2015
Q2 		$74K Hold
856
– – 0.02% 434
2015
Q1 		$74K Buy
856
+95
+12% +$8.23K 0.02% 438
2014
Q4 		$64K Hold
761
– – 0.01% 450
2014
Q3 		$67K Hold
761
– – 0.02% 402
2014
Q2 		$67K Sell
761
-2,154
-74% -$185K 0.02% 414
2014
Q1 		$248K Sell
2,915
-130
-4% -$10.7K 0.07% 189
2013
Q4 		$255K Buy
+3,045
New +$256K 0.07% 189

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PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
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 $374B AUM 17.66% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s VOX Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) reduced its Vanguard Communication Services ETF (VOX) stake by 29% in Q1 2026, selling an estimated $66.9K and leaving 856 shares worth $154K. The position accounts for 0.01% of the portfolio, ranked #348.

Johnson Financial Group Inc (Wisconsin) first reported a position in VOX in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.78M in Q4 2021. 497 funds tracked by Wall St. Rank hold VOX as of Q1 2026.

  • Johnson Financial Group Inc (Wisconsin) held 856 shares of Vanguard Communication Services ETF worth $154K as of Q1 2026.
  • Johnson Financial Group Inc (Wisconsin) sold 352 Vanguard Communication Services ETF shares in Q1 2026, an estimated $66.9K.
  • Vanguard Communication Services ETF made up 0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #348 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Vanguard Communication Services ETF in Q4 2013 and has held it in 50 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s Vanguard Communication Services ETF position peaked at $1.78M in Q4 2021.
  • 497 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.