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Rand Wealth’s Vanguard Communication Services ETF VOX Stock Holding History

Rand Wealth’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
2018
Q3 		$1.67M Buy
19,245
+1,450
+8% +$125K 0.19% 123
2018
Q2 		$1.51M Buy
17,795
+6,006
+51% +$510K 0.17% 124
2018
Q1 		$986K Buy
+11,789
New +$1.04M 0.11% 145

Other funds holding VOX

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Rand Wealth's VOX Position: Q3 2018 in Review

Rand Wealth increased its Vanguard Communication Services ETF (VOX) stake by 8.1% in Q3 2018, buying an estimated $125K and bringing the position to 19,245 shares worth $1.67M. The position accounts for 0.19% of the portfolio, ranked #123.

Rand Wealth first reported a position in VOX in Q1 2018 and has held it in 3 quarters since. 160 funds tracked by Wall St. Rank hold VOX as of Q3 2018.

  • Rand Wealth held 19,245 shares of Vanguard Communication Services ETF worth $1.67M as of Q3 2018.
  • Rand Wealth bought 1,450 Vanguard Communication Services ETF shares in Q3 2018, an estimated $125K.
  • Vanguard Communication Services ETF made up 0.19% of Rand Wealth's portfolio in Q3 2018, its #123 holding.
  • Rand Wealth first reported a position in Vanguard Communication Services ETF in Q1 2018 and has held it in 3 quarters since.
  • 160 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q3 2018.

Based on Rand Wealth's 13F filing for Q3 2018, filed 13 Nov 2018.