MWM
VOX icon

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

Modern 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
Q3 		– Sell
-1,296
Closed -$222K – 846
2025
Q2 		$222K Sell
1,296
-105
-7% -$16.1K 0.01% 716
2025
Q1 		$208K Sell
1,401
-122
-8% -$19.4K 0.01% 637
2024
Q4 		$236K Buy
1,523
+6
+0.4% +$916 0.01% 515
2024
Q3 		$221K Sell
1,517
-123
-8% -$17K 0.01% 399
2024
Q2 		$227K Buy
1,640
+41
+3% +$5.45K 0.02% 366
2024
Q1 		$210K Buy
+1,599
New +$201K 0.02% 283

Other funds holding VOX

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
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
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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return