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Marshall & Sterling Wealth Advisors’s Vanguard Communication Services ETF VOX Stock Holding History

Marshall & Sterling Wealth 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
2025
Q4 		– Sell
-155
Closed -$29.1K – 622
2025
Q3 		$29.1K Sell
155
-2,622
-94% -$468K 0.02% 234
2025
Q2 		$473K Buy
+2,777
New +$427K 0.32% 55

Other funds holding VOX

PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's VOX Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Vanguard Communication Services ETF (VOX) in Q4 2025, closing a stake of 155 shares — an estimated $29.1K sold.

Marshall & Sterling Wealth Advisors first reported a position in VOX in Q2 2025 and held it in 2 quarters. The position peaked at $473K in Q2 2025. 508 funds tracked by Wall St. Rank hold VOX as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Vanguard Communication Services ETF position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 155 Vanguard Communication Services ETF shares in Q4 2025, an estimated $29.1K.
  • Marshall & Sterling Wealth Advisors first reported a position in Vanguard Communication Services ETF in Q2 2025 and held it in 2 quarters.
  • Marshall & Sterling Wealth Advisors's Vanguard Communication Services ETF position peaked at $473K in Q2 2025.
  • 508 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.