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Montis Financial’s Vanguard Communication Services ETF VOX Stock Holding History

Montis Financial’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 		– Sell
-1,210
Closed -$234K – 158
2025
Q4 		$234K Sell
1,210
-602
-33% -$113K 0.05% 141
2025
Q3 		$340K Hold
1,812
– – 0.08% 123
2025
Q2 		$310K Hold
1,812
– – 0.09% 107
2025
Q1 		$269K Buy
+1,812
New +$288K 0.08% 116

Other funds holding VOX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
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

Montis Financial's VOX Position: Q1 2026 in Review

Montis Financial sold out of Vanguard Communication Services ETF (VOX) in Q1 2026, closing a stake of 1,210 shares — an estimated $234K sold.

Montis Financial first reported a position in VOX in Q1 2025 and held it in 4 quarters. The position peaked at $340K in Q3 2025. 498 funds tracked by Wall St. Rank hold VOX as of Q1 2026.

  • Montis Financial reported no remaining Vanguard Communication Services ETF position as of Q1 2026 after selling out during the quarter.
  • Montis Financial sold 1,210 Vanguard Communication Services ETF shares in Q1 2026, an estimated $234K.
  • Montis Financial first reported a position in Vanguard Communication Services ETF in Q1 2025 and held it in 4 quarters.
  • Montis Financial's Vanguard Communication Services ETF position peaked at $340K in Q3 2025.
  • 498 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2026.

Based on Montis Financial's 13F filing for Q1 2026, filed 11 May 2026.