MFW
VOX icon

Meristem Family Wealth’s Vanguard Communication Services ETF VOX Stock Holding History

Meristem Family Wealth’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
2018
Q4 		– Sell
-3,598
Closed -$313K – 156
2018
Q3 		$313K Hold
3,598
– – 0.11% 106
2018
Q2 		$306K Hold
3,598
– – 0.11% 99
2018
Q1 		$301K Buy
+3,598
New +$319K 0.11% 101

Other funds holding VOX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
RiverFront Investment Group
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Meristem Family Wealth's VOX Position: Q4 2018 in Review

Meristem Family Wealth sold out of Vanguard Communication Services ETF (VOX) in Q4 2018, closing a stake of 3,598 shares — an estimated $313K sold.

Meristem Family Wealth first reported a position in VOX in Q1 2018 and held it in 3 quarters. The position peaked at $313K in Q3 2018. 182 funds tracked by Wall St. Rank hold VOX as of Q4 2018.

  • Meristem Family Wealth reported no remaining Vanguard Communication Services ETF position as of Q4 2018 after selling out during the quarter.
  • Meristem Family Wealth sold 3,598 Vanguard Communication Services ETF shares in Q4 2018, an estimated $313K.
  • Meristem Family Wealth first reported a position in Vanguard Communication Services ETF in Q1 2018 and held it in 3 quarters.
  • Meristem Family Wealth's Vanguard Communication Services ETF position peaked at $313K in Q3 2018.
  • 182 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q4 2018.

Based on Meristem Family Wealth's 13F filing for Q4 2018, filed 7 Feb 2019.