Personal Capital Advisors’s Vanguard Communication Services ETF VOX Stock Holding History

Personal Capital Advisors’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
2022 Q4	$19.9M	Buy	241,600 +36,338	+18%	+$3.06M	0.1%	131
2022 Q3	$16.9M	Buy	205,262 +15,543	+8%	+$1.48M	0.09%	129
2022 Q2	$17.8M	Buy	189,719 +35,476	+23%	+$3.69M	0.09%	127
2022 Q1	$18.5M	Sell	154,243 -9,456	-6%	-$1.16M	0.09%	129
2021 Q4	$22.2M	Buy	163,699 +6,011	+4%	+$836K	0.1%	126
2021 Q3	$22.2M	Buy	157,688 +3,317	+2%	+$482K	0.11%	122
2021 Q2	$22.2M	Buy	154,371 +2,590	+2%	+$357K	0.12%	122
2021 Q1	$19.7M	Buy	151,781 +4,838	+3%	+$616K	0.11%	122
2020 Q4	$17.7M	Buy	146,943 +6,054	+4%	+$676K	0.11%	123
2020 Q3	$14.4M	Buy	140,889 +3,496	+3%	+$355K	0.11%	119
2020 Q2	$12.8M	Buy	137,393 +8,115	+6%	+$718K	0.11%	121
2020 Q1	$9.91M	Buy	129,278 +15,017	+13%	+$1.36M	0.1%	126
2019 Q4	$10.7M	Buy	114,261 +6,500	+6%	+$587K	0.09%	126
2019 Q3	$9.34M	Buy	107,761 +7,783	+8%	+$686K	0.09%	129
2019 Q2	$8.67M	Buy	99,978 +9,259	+10%	+$801K	0.09%	126
2019 Q1	$7.58M	Buy	90,719 +12,480	+16%	+$1.02M	0.09%	125
2018 Q4	$5.79M	Buy	78,239 +3,029	+4%	+$242K	0.08%	129
2018 Q3	$6.54M	Buy	75,210 +6,809	+10%	+$588K	0.08%	124
2018 Q2	$5.81M	Sell	68,401 -16,388	-19%	-$1.39M	0.08%	126
2018 Q1	$7.09M	Buy	84,789 +21,301	+34%	+$1.89M	0.11%	120
2017 Q4	$5.79M	Buy	63,488 +17,818	+39%	+$1.6M	0.1%	126
2017 Q3	$4.21M	Buy	45,670 +14,831	+48%	+$1.37M	0.08%	128
2017 Q2	$2.83M	Buy	30,839 +12,927	+72%	+$1.23M	0.06%	140
2017 Q1	$1.69M	Buy	17,912 +2,722	+18%	+$268K	0.04%	134
2016 Q4	$1.52M	Buy	15,190 +3,751	+33%	+$353K	0.05%	131
2016 Q3	$1.08M	Buy	11,439 +2,628	+30%	+$255K	0.04%	132
2016 Q2	$867K	Buy	8,811 +2,633	+43%	+$244K	0.03%	133
2016 Q1	$573K	Buy	6,178 +3,229	+109%	+$277K	0.03%	130
2015 Q4	$247K	Buy	+2,949	New	+$247K	0.01%	145

Other funds holding VOX

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MIS

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Personal Capital Advisors's VOX Position: Q4 2022 in Review

Personal Capital Advisors increased its Vanguard Communication Services ETF (VOX) stake by 18% in Q4 2022, buying an estimated $3.06M and bringing the position to 241,600 shares worth $19.9M. The position accounts for 0.1% of the portfolio, ranked #131.

Personal Capital Advisors first reported a position in VOX in Q4 2015 and has held it in 29 quarters since. The position peaked at $22.2M in Q4 2021. 313 funds tracked by Wall St. Rank hold VOX as of Q4 2022.

Personal Capital Advisors held 241,600 shares of Vanguard Communication Services ETF worth $19.9M as of Q4 2022.
Personal Capital Advisors bought 36,338 Vanguard Communication Services ETF shares in Q4 2022, an estimated $3.06M.
Vanguard Communication Services ETF made up 0.1% of Personal Capital Advisors's portfolio in Q4 2022, its #131 holding.
Personal Capital Advisors first reported a position in Vanguard Communication Services ETF in Q4 2015 and has held it in 29 quarters since.
Personal Capital Advisors's Vanguard Communication Services ETF position peaked at $22.2M in Q4 2021.
313 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.