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

Schrum Private 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	$313K	Hold	1,743	–	–	0.24%	99
2025 Q4	$337K	Hold	1,743	–	–	0.25%	97
2025 Q3	$327K	Hold	1,743	–	–	0.24%	98
2025 Q2	$298K	Hold	1,743	–	–	0.24%	98
2025 Q1	$259K	Hold	1,743	–	–	0.23%	105
2024 Q4	$270K	Sell	1,743 -1,743	-50%	-$266K	0.23%	103
2024 Q3	$507K	Buy	3,486 +1,743	+100%	+$241K	0.26%	91
2024 Q2	$241K	Hold	1,743	–	–	0.22%	108
2024 Q1	$229K	Hold	1,743	–	–	0.21%	118
2023 Q4	$205K	Buy	+1,743	New	+$192K	0.29%	94
2022 Q1	–	Sell	-1,847	Closed	-$250K	–	131
2021 Q4	$250K	Buy	+1,847	New	+$257K	0.23%	108

Other funds holding VOX

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Schrum Private Wealth Management's VOX Position: Q1 2026 in Review

Schrum Private Wealth Management held its Vanguard Communication Services ETF (VOX) position steady in Q1 2026 at 1,743 shares worth $313K. The position accounts for 0.24% of the portfolio, ranked #99.

Schrum Private Wealth Management first reported a position in VOX in Q4 2021 and has held it in 11 quarters since. The position peaked at $507K in Q3 2024. 497 funds tracked by Wall St. Rank hold VOX as of Q1 2026.

Schrum Private Wealth Management held 1,743 shares of Vanguard Communication Services ETF worth $313K as of Q1 2026.
Schrum Private Wealth Management left its Vanguard Communication Services ETF share count unchanged in Q1 2026.
Vanguard Communication Services ETF made up 0.24% of Schrum Private Wealth Management's portfolio in Q1 2026, its #99 holding.
Schrum Private Wealth Management first reported a position in Vanguard Communication Services ETF in Q4 2021 and has held it in 11 quarters since.
Schrum Private Wealth Management's Vanguard Communication Services ETF position peaked at $507K in Q3 2024.
497 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2026.

Based on Schrum Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.