Nations Financial Group’s Vanguard Communication Services ETF VOX Stock Holding History

Nations Financial Group’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
2023 Q1	–	Sell	-5,810	Closed	-$478K	–	639
2022 Q4	$478K	Sell	5,810 -99	-2%	-$8.35K	0.05%	370
2022 Q3	$487K	Buy	5,909 +85	+1%	+$8.1K	0.07%	300
2022 Q2	$548K	Sell	5,824 -69	-1%	-$7.18K	0.07%	286
2022 Q1	$708K	Buy	5,893 +37	+0.6%	+$4.53K	0.09%	252
2021 Q4	$794K	Buy	5,856 +155	+3%	+$21.6K	0.1%	205
2021 Q3	$803K	Sell	5,701 -2	-0%	-$291	0.12%	193
2021 Q2	$820K	Buy	+5,703	New	+$785K	0.14%	181

Other funds holding VOX

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

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

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

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

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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Nations Financial Group's VOX Position: Q1 2023 in Review

Nations Financial Group sold out of Vanguard Communication Services ETF (VOX) in Q1 2023, closing a stake of 5,810 shares — an estimated $478K sold.

Nations Financial Group first reported a position in VOX in Q2 2021 and held it in 7 quarters. The position peaked at $820K in Q2 2021. 323 funds tracked by Wall St. Rank hold VOX as of Q1 2023.

Nations Financial Group reported no remaining Vanguard Communication Services ETF position as of Q1 2023 after selling out during the quarter.
Nations Financial Group sold 5,810 Vanguard Communication Services ETF shares in Q1 2023, an estimated $478K.
Nations Financial Group first reported a position in Vanguard Communication Services ETF in Q2 2021 and held it in 7 quarters.
Nations Financial Group's Vanguard Communication Services ETF position peaked at $820K in Q2 2021.
323 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2023.

Based on Nations Financial Group's 13F filing for Q1 2023, filed 15 May 2023.