NWAM LLC’s Vanguard Communication Services ETF VOX Stock Holding History

NWAM LLC’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	$1.27M	Sell	7,040 -264	-4%	-$50.2K	0.07%	251
2025 Q4	$1.43M	Sell	7,304 -64	-0.9%	-$12K	0.08%	225
2025 Q3	$1.38M	Buy	7,368 +59	+0.8%	+$10.5K	0.08%	234
2025 Q2	$1.28M	Buy	7,309 +227	+3%	+$34.9K	0.07%	237
2025 Q1	$1.05M	Sell	7,082 -49	-0.7%	-$7.79K	0.09%	201
2024 Q4	$1.1M	Sell	7,131 -14	-0.2%	-$2.14K	0.07%	248
2024 Q3	$1.04M	Buy	+7,145	New	+$986K	0.06%	264
2024 Q2	–	Sell	-7,486	Closed	-$993K	–	534
2024 Q1	$993K	Sell	7,486 -177	-2%	-$22.2K	0.08%	226
2023 Q4	$902K	Buy	+7,663	New	+$846K	0.07%	242

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

NWAM LLC's VOX Position: Q1 2026 in Review

NWAM LLC reduced its Vanguard Communication Services ETF (VOX) stake by 3.6% in Q1 2026, selling an estimated $50.2K and leaving 7,040 shares worth $1.27M. The position accounts for 0.07% of the portfolio, ranked #251.

NWAM LLC first reported a position in VOX in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.43M in Q4 2025. 497 funds tracked by Wall St. Rank hold VOX as of Q1 2026.

NWAM LLC held 7,040 shares of Vanguard Communication Services ETF worth $1.27M as of Q1 2026.
NWAM LLC sold 264 Vanguard Communication Services ETF shares in Q1 2026, an estimated $50.2K.
Vanguard Communication Services ETF made up 0.07% of NWAM LLC's portfolio in Q1 2026, its #251 holding.
NWAM LLC first reported a position in Vanguard Communication Services ETF in Q4 2023 and has held it in 9 quarters since.
NWAM LLC's Vanguard Communication Services ETF position peaked at $1.43M in Q4 2025.
497 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.