QWM
VOX icon

Quaker Wealth Management’s Vanguard Communication Services ETF VOX Stock Holding History

Quaker Wealth Management’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 		$6.3M Buy
35,035
+1,601
+5% +$304K 1.97% 17
2025
Q4 		$6.47M Buy
33,434
+775
+2% +$145K 2.05% 16
2025
Q3 		$6.13M Buy
32,659
+759
+2% +$136K 1.99% 16
2025
Q2 		$5.46M Buy
+31,900
New +$4.91M 1.83% 17
2022
Q3 		– Sell
-3,554
Closed -$334K – 50
2022
Q2 		$334K Sell
3,554
-217
-6% -$22.6K 0.17% 30
2022
Q1 		$453K Buy
3,771
+2
+0.1% +$245 0.2% 32
2021
Q4 		$511K Sell
3,769
-87
-2% -$12.1K 0.22% 31
2021
Q3 		$543K Buy
+3,856
New +$560K 0.62% 13
2021
Q1 		$2.84M Buy
21,839
+848
+4% +$108K 1.32% 18
2020
Q4 		$2.52M Buy
+20,991
New +$2.34M 1.32% 17

Other funds holding VOX

Bank of America
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
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return