Morningstar Investment Services’s Vanguard Communication Services ETF VOX Stock Holding History

Morningstar Investment Services’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 Q1	$794K	Sell	5,350 -46,007	-90%	-$7.31M	0.15%	102
2024 Q4	$7.96M	Sell	51,357 -292,150	-85%	-$44.6M	0.72%	38
2024 Q3	$49.8M	Sell	343,507 -9,699	-3%	-$1.34M	0.51%	59
2024 Q2	$49.3M	Sell	353,206 -12,197	-3%	-$1.62M	0.54%	50
2024 Q1	$48M	Sell	365,403 -279,169	-43%	-$35M	0.53%	52
2023 Q4	$76.3M	Buy	644,572 +314,172	+95%	+$34.7M	0.43%	62
2023 Q3	$34.8M	Sell	330,400 -56,042	-15%	-$6.06M	0.45%	63
2023 Q2	$40.8M	Buy	386,442 +6,137	+2%	+$616K	0.53%	54
2023 Q1	$36M	Buy	380,305 +48,561	+15%	+$4.48M	0.48%	64
2022 Q4	$28M	Buy	331,744 +133,838	+68%	+$11.3M	0.38%	78
2022 Q3	$16.5M	Buy	+197,906	New	+$18.9M	0.23%	96

Other funds holding VOX

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 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

Morningstar Investment Services's VOX Position: Q1 2025 in Review

Morningstar Investment Services reduced its Vanguard Communication Services ETF (VOX) stake by 90% in Q1 2025, selling an estimated $7.31M and leaving 5,350 shares worth $794K. The position accounts for 0.15% of the portfolio, ranked #102.

Morningstar Investment Services first reported a position in VOX in Q3 2022 and has held it in 11 quarters since. The position peaked at $76.3M in Q4 2023. 437 funds tracked by Wall St. Rank hold VOX as of Q1 2025.

Morningstar Investment Services held 5,350 shares of Vanguard Communication Services ETF worth $794K as of Q1 2025.
Morningstar Investment Services sold 46,007 Vanguard Communication Services ETF shares in Q1 2025, an estimated $7.31M.
Vanguard Communication Services ETF made up 0.15% of Morningstar Investment Services's portfolio in Q1 2025, its #102 holding.
Morningstar Investment Services first reported a position in Vanguard Communication Services ETF in Q3 2022 and has held it in 11 quarters since.
Morningstar Investment Services's Vanguard Communication Services ETF position peaked at $76.3M in Q4 2023.
437 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2025.

Based on Morningstar Investment Services's 13F filing for Q1 2025, filed 5 May 2025.