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Sequoia Financial Advisors’s Vanguard Communication Services ETF VOX Stock Holding History

Sequoia Financial 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
2025
Q3 		– Sell
-1,350
Closed -$231K – 1811
2025
Q2 		$231K Sell
1,350
-18
-1% -$2.77K ﹤0.01% 1414
2025
Q1 		$203K Buy
1,368
+18
+1% +$2.86K ﹤0.01% 1266
2024
Q4 		$209K Buy
+1,350
New +$206K ﹤0.01% 1199

Other funds holding VOX

PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sequoia Financial Advisors's VOX Position: Q3 2025 in Review

Sequoia Financial Advisors sold out of Vanguard Communication Services ETF (VOX) in Q3 2025, closing a stake of 1,350 shares — an estimated $231K sold.

Sequoia Financial Advisors first reported a position in VOX in Q4 2024 and held it in 3 quarters. The position peaked at $231K in Q2 2025. 476 funds tracked by Wall St. Rank hold VOX as of Q3 2025.

  • Sequoia Financial Advisors reported no remaining Vanguard Communication Services ETF position as of Q3 2025 after selling out during the quarter.
  • Sequoia Financial Advisors sold 1,350 Vanguard Communication Services ETF shares in Q3 2025, an estimated $231K.
  • Sequoia Financial Advisors first reported a position in Vanguard Communication Services ETF in Q4 2024 and held it in 3 quarters.
  • Sequoia Financial Advisors's Vanguard Communication Services ETF position peaked at $231K in Q2 2025.
  • 476 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q3 2025.

Based on Sequoia Financial Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.