MontVue Capital Management’s Vanguard Communication Services ETF VOX Stock Holding History

MontVue Capital 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
2026 Q1	$2.08M	Sell	11,555 -6	-0.1%	-$1.14K	1.42%	13
2025 Q4	$2.24M	Hold	11,561	–	–	1.49%	13
2025 Q3	$2.17M	Sell	11,561 -310	-3%	-$55.4K	1.46%	13
2025 Q2	$2.03M	Hold	11,871	–	–	1.45%	13
2025 Q1	$1.76M	Sell	11,871 -140	-1%	-$22.2K	1.41%	16
2024 Q4	$1.86M	Hold	12,011	–	–	1.42%	15
2024 Q3	$1.75M	Sell	12,011 -224	-2%	-$30.9K	1.34%	17
2024 Q2	$1.69M	Buy	12,235 +1,298	+12%	+$172K	1.35%	17
2024 Q1	$1.44M	Buy	10,937 +1,565	+17%	+$196K	1.27%	17
2023 Q4	$1.1M	Buy	+9,372	New	+$1.03M	1.06%	18

Other funds holding VOX

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MontVue Capital Management's VOX Position: Q1 2026 in Review

MontVue Capital Management reduced its Vanguard Communication Services ETF (VOX) stake by 0.05% in Q1 2026, selling an estimated $1.14K and leaving 11,555 shares worth $2.08M. The position accounts for 1.42% of the portfolio, ranked #13.

MontVue Capital Management first reported a position in VOX in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.24M in Q4 2025. 497 funds tracked by Wall St. Rank hold VOX as of Q1 2026.

MontVue Capital Management held 11,555 shares of Vanguard Communication Services ETF worth $2.08M as of Q1 2026.
MontVue Capital Management sold 6 Vanguard Communication Services ETF shares in Q1 2026, an estimated $1.14K.
Vanguard Communication Services ETF made up 1.42% of MontVue Capital Management's portfolio in Q1 2026, its #13 holding.
MontVue Capital Management first reported a position in Vanguard Communication Services ETF in Q4 2023 and has held it in 10 quarters since.
MontVue Capital Management's Vanguard Communication Services ETF position peaked at $2.24M in Q4 2025.
497 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2026.

Based on MontVue Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.