LWM
VOX icon

Laidlaw Wealth Management’s Vanguard Communication Services ETF VOX Stock Holding History

Laidlaw Wealth 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
2025
Q1 		– Sell
-12,739
Closed -$1.97M – 162
2024
Q4 		$1.97M Buy
12,739
+514
+4% +$78.5K 0.86% 31
2024
Q3 		$1.78M Sell
12,225
-92
-0.7% -$12.7K 0.88% 32
2024
Q2 		$1.7M Buy
12,317
+89
+0.7% +$11.8K 0.93% 27
2024
Q1 		$1.6M Buy
12,228
+62
+0.5% +$7.78K 0.9% 29
2023
Q4 		$1.43M Buy
12,166
+112
+0.9% +$12.4K 0.52% 52
2023
Q3 		$1.27M Sell
12,054
-477
-4% -$51.6K 0.42% 71
2023
Q2 		$1.33M Buy
12,531
+49
+0.4% +$4.92K 0.26% 96
2023
Q1 		$1.21M Sell
12,482
-1,556
-11% -$143K 0.25% 104
2022
Q4 		$1.15M Buy
+14,038
New +$1.18M 0.25% 108
2022
Q3 		– Sell
-9,251
Closed -$870K – 375
2022
Q2 		$870K Buy
9,251
+2,130
+30% +$222K 0.18% 137
2022
Q1 		$855K Buy
7,121
+357
+5% +$43.7K 0.14% 152
2021
Q4 		$917K Sell
6,764
-3,860
-36% -$537K 0.15% 149
2021
Q3 		$1.5M Buy
10,624
+1,585
+18% +$230K 0.38% 78
2021
Q2 		$1.3M Buy
9,039
+3,258
+56% +$449K 0.34% 79
2021
Q1 		$752K Buy
5,781
+1,911
+49% +$243K 0.26% 95
2020
Q4 		$465K Buy
3,870
+1,318
+52% +$147K 0.1% 200
2020
Q3 		$260K Buy
+2,552
New +$259K 0.12% 171

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
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
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 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

Laidlaw Wealth Management's VOX Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of Vanguard Communication Services ETF (VOX) in Q1 2025, closing a stake of 12,739 shares — an estimated $1.97M sold.

Laidlaw Wealth Management first reported a position in VOX in Q3 2020 and held it in 17 quarters. The position peaked at $1.97M in Q4 2024. 437 funds tracked by Wall St. Rank hold VOX as of Q1 2025.

  • Laidlaw Wealth Management reported no remaining Vanguard Communication Services ETF position as of Q1 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 12,739 Vanguard Communication Services ETF shares in Q1 2025, an estimated $1.97M.
  • Laidlaw Wealth Management first reported a position in Vanguard Communication Services ETF in Q3 2020 and held it in 17 quarters.
  • Laidlaw Wealth Management's Vanguard Communication Services ETF position peaked at $1.97M in Q4 2024.
  • 437 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.