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

Spearhead 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
Q3 		– Sell
-3,374
Closed -$317K – 173
2022
Q2 		$317K Sell
3,374
-92
-3% -$9.57K 0.05% 116
2022
Q1 		$416K Sell
3,466
-153
-4% -$18.7K 0.05% 98
2021
Q4 		$491K Buy
3,619
+36
+1% +$5.01K 0.06% 103
2021
Q3 		$504K Sell
3,583
-325
-8% -$47.2K 0.07% 95
2021
Q2 		$562K Sell
3,908
-275
-7% -$37.9K 0.08% 88
2021
Q1 		$544K Sell
4,183
-950
-19% -$121K 0.08% 81
2020
Q4 		$617K Sell
5,133
-766
-13% -$85.5K 0.1% 87
2020
Q3 		$601K Sell
5,899
-767
-12% -$77.9K 0.11% 79
2020
Q2 		$620K Sell
6,666
-2,312
-26% -$205K 0.13% 64
2020
Q1 		$684K Buy
8,978
+2,968
+49% +$268K 0.2% 69
2019
Q4 		$565K Buy
6,010
+69
+1% +$6.24K 0.14% 67
2019
Q3 		$515K Sell
5,941
-76
-1% -$6.7K 0.14% 65
2019
Q2 		$522K Buy
6,017
+296
+5% +$25.6K 0.15% 64
2019
Q1 		$478K Buy
+5,721
New +$467K 0.14% 64
2018
Q4 		– Sell
-3,699
Closed -$313K – 67
2018
Q3 		$313K Buy
+3,699
New +$319K 0.1% 64

Other funds holding VOX

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return

Spearhead Capital Advisors's VOX Position: Q3 2022 in Review

Spearhead Capital Advisors sold out of Vanguard Communication Services ETF (VOX) in Q3 2022, closing a stake of 3,374 shares — an estimated $317K sold.

Spearhead Capital Advisors first reported a position in VOX in Q3 2018 and held it in 15 quarters. The position peaked at $684K in Q1 2020. 297 funds tracked by Wall St. Rank hold VOX as of Q3 2022.

  • Spearhead Capital Advisors reported no remaining Vanguard Communication Services ETF position as of Q3 2022 after selling out during the quarter.
  • Spearhead Capital Advisors sold 3,374 Vanguard Communication Services ETF shares in Q3 2022, an estimated $317K.
  • Spearhead Capital Advisors first reported a position in Vanguard Communication Services ETF in Q3 2018 and held it in 15 quarters.
  • Spearhead Capital Advisors's Vanguard Communication Services ETF position peaked at $684K in Q1 2020.
  • 297 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q3 2022.

Based on Spearhead Capital Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.