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

Next 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
2021
Q4 		$4.4M Buy
32,492
+2,072
+7% +$288K 0.29% 67
2021
Q3 		$4.29M Buy
30,420
+745
+3% +$108K 0.33% 56
2021
Q2 		$4.27M Buy
29,675
+684
+2% +$94.2K 0.34% 58
2021
Q1 		$3.77M Sell
28,991
-570
-2% -$72.6K 0.33% 62
2020
Q4 		$3.55M Sell
29,561
-3,746
-11% -$418K 0.34% 66
2020
Q3 		$3.39M Buy
33,307
+1,389
+4% +$141K 0.37% 59
2020
Q2 		$2.97M Buy
31,918
+1,089
+4% +$96.4K 0.35% 65
2020
Q1 		$2.35M Sell
30,829
-5,249
-15% -$474K 0.3% 76
2019
Q4 		$3.39M Buy
36,078
+450
+1% +$40.7K 0.35% 58
2019
Q3 		$3.1M Sell
35,628
-179
-0.5% -$15.8K 0.34% 62
2019
Q2 		$3.1M Buy
35,807
+2,440
+7% +$211K 0.33% 64
2019
Q1 		$2.79M Buy
33,367
+30,024
+898% +$2.45M 0.71% 20
2018
Q4 		$248K Buy
3,343
+2,500
+297% +$200K 0.05% 341
2018
Q3 		$73K Buy
+843
New +$72.7K 0.03% 450
2018
Q2 		– Sell
-2,402
Closed -$201K – 394
2018
Q1 		$201K Buy
+2,402
New +$213K 0.04% 386
2017
Q4 		– Sell
-686
Closed -$63K – 1396
2017
Q3 		$63K Sell
686
-455
-40% -$42K 0.02% 642
2017
Q2 		$105K Buy
1,141
+842
+282% +$79.9K 0.03% 530
2017
Q1 		$29K Sell
299
-226
-43% -$22.2K 0.01% 919
2016
Q4 		$53K Buy
525
+10
+2% +$942 0.01% 939
2016
Q3 		$49K Buy
+515
New +$50K 0.01% 949

Other funds holding VOX

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Next Financial Group's VOX Position: Q4 2021 in Review

Next Financial Group increased its Vanguard Communication Services ETF (VOX) stake by 6.8% in Q4 2021, buying an estimated $288K and bringing the position to 32,492 shares worth $4.4M. The position accounts for 0.29% of the portfolio, ranked #67.

Next Financial Group first reported a position in VOX in Q3 2016 and has held it in 20 quarters since. 342 funds tracked by Wall St. Rank hold VOX as of Q4 2021.

  • Next Financial Group held 32,492 shares of Vanguard Communication Services ETF worth $4.4M as of Q4 2021.
  • Next Financial Group bought 2,072 Vanguard Communication Services ETF shares in Q4 2021, an estimated $288K.
  • Vanguard Communication Services ETF made up 0.29% of Next Financial Group's portfolio in Q4 2021, its #67 holding.
  • Next Financial Group first reported a position in Vanguard Communication Services ETF in Q3 2016 and has held it in 20 quarters since.
  • 342 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.