Lido Advisors
VOX icon

Lido Advisors’s Vanguard Communication Services ETF VOX Stock Holding History

Lido Advisors’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 		$33.7M Buy
187,528
+13,756
+8% +$2.62M 0.13% 133
2025
Q4 		$33.1M Buy
173,772
+28,908
+20% +$5.42M 0.13% 134
2025
Q3 		$27.2M Buy
144,864
+61,519
+74% +$11M 0.11% 155
2025
Q2 		$14.3M Buy
83,345
+4,907
+6% +$755K 0.07% 199
2025
Q1 		$11.6M Buy
78,438
+6,398
+9% +$1.02M 0.07% 219
2024
Q4 		$11.2M Buy
72,040
+3,477
+5% +$531K 0.07% 206
2024
Q3 		$9.97M Buy
68,563
+4,439
+7% +$613K 0.07% 202
2024
Q2 		$8.88M Buy
64,124
+6,762
+12% +$898K 0.07% 198
2024
Q1 		$7.53M Buy
57,362
+7,209
+14% +$905K 0.07% 217
2023
Q4 		$5.9M Buy
+50,153
New +$5.54M 0.06% 242
2022
Q3 		– Sell
-2,238
Closed -$210K – 1044
2022
Q2 		$210K Buy
2,238
+30
+1% +$3.12K ﹤0.01% 855
2022
Q1 		$265K Sell
2,208
-855
-28% -$105K 0.01% 853
2021
Q4 		$415K Buy
3,063
+726
+31% +$101K 0.01% 684
2021
Q3 		$328K Buy
+2,337
New +$340K 0.01% 727

Other funds holding VOX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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 $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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