Pathstone Family Office’s Vanguard Communication Services ETF VOX Stock Holding History

Pathstone Family Office’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 Q3	$981K	Buy	+9,323	New	+$1.01M	0.01%	719

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MIS

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

Pathstone Family Office's VOX Position: Q3 2023 in Review

Pathstone Family Office opened a new position in Vanguard Communication Services ETF (VOX) in Q3 2023: 9,323 shares worth $981K. The stake represents 0.01% of the portfolio and ranks #719 among its holdings.

353 funds tracked by Wall St. Rank hold VOX as of Q3 2023.

Pathstone Family Office held 9,323 shares of Vanguard Communication Services ETF worth $981K as of Q3 2023.
Vanguard Communication Services ETF was a new Pathstone Family Office position in Q3 2023.
Vanguard Communication Services ETF made up 0.01% of Pathstone Family Office's portfolio in Q3 2023, its #719 holding.
353 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.