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

Mosaic 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
Q3 		– Sell
-4
Closed – – 680
2018
Q2 		$0 Hold
4
– – ﹤0.01% 697
2018
Q1 		$0 Hold
4
– – ﹤0.01% 701
2017
Q4 		$0 Buy
+4
New +$360 ﹤0.01% 927

Other funds holding VOX

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Ameriprise
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mosaic Family Wealth's VOX Position: Q3 2018 in Review

Mosaic Family Wealth sold out of Vanguard Communication Services ETF (VOX) in Q3 2018, closing a stake of 4 shares.

Mosaic Family Wealth first reported a position in VOX in Q4 2017 and held it in 3 quarters. The position peaked at $0 in Q2 2018. 159 funds tracked by Wall St. Rank hold VOX as of Q3 2018.

  • Mosaic Family Wealth reported no remaining Vanguard Communication Services ETF position as of Q3 2018 after selling out during the quarter.
  • Mosaic Family Wealth sold 4 Vanguard Communication Services ETF shares in Q3 2018.
  • Mosaic Family Wealth first reported a position in Vanguard Communication Services ETF in Q4 2017 and held it in 3 quarters.
  • Mosaic Family Wealth's Vanguard Communication Services ETF position peaked at $0 in Q2 2018.
  • 159 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q3 2018.

Based on Mosaic Family Wealth's 13F filing for Q3 2018, filed 14 Nov 2018.