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

Oxford 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
2025
Q1 		– Sell
-5
Closed -$775 – 302
2024
Q4 		$775 Hold
5
– – ﹤0.01% 296
2024
Q3 		$727 Sell
5
-47
-90% -$6.49K ﹤0.01% 293
2024
Q2 		$7.19K Buy
+52
New +$6.91K ﹤0.01% 307

Other funds holding VOX

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Oxford Financial Group's VOX Position: Q1 2025 in Review

Oxford Financial Group sold out of Vanguard Communication Services ETF (VOX) in Q1 2025, closing a stake of 5 shares — an estimated $775 sold.

Oxford Financial Group first reported a position in VOX in Q2 2024 and held it in 3 quarters. The position peaked at $7.19K in Q2 2024. 438 funds tracked by Wall St. Rank hold VOX as of Q1 2025.

  • Oxford Financial Group reported no remaining Vanguard Communication Services ETF position as of Q1 2025 after selling out during the quarter.
  • Oxford Financial Group sold 5 Vanguard Communication Services ETF shares in Q1 2025, an estimated $775.
  • Oxford Financial Group first reported a position in Vanguard Communication Services ETF in Q2 2024 and held it in 3 quarters.
  • Oxford Financial Group's Vanguard Communication Services ETF position peaked at $7.19K in Q2 2024.
  • 438 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2025.

Based on Oxford Financial Group's 13F filing for Q1 2025, filed 15 May 2025.