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Spruce Investment Advisors’s Vanguard Communication Services ETF VOX Stock Holding History

Spruce Investment 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
2017
Q4 		$730K Sell
8,011
-422
-5% -$38K 1.51% 20
2017
Q3 		$778K Sell
8,433
-51
-0.6% -$4.71K 1.5% 19
2017
Q2 		$779K Sell
8,484
-10,066
-54% -$955K 1.38% 24
2017
Q1 		$1.76M Buy
18,550
+11,595
+167% +$1.14M 2.03% 18
2016
Q4 		$697K Buy
+6,955
New +$655K 0.54% 20

Other funds holding VOX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Spruce Investment Advisors's VOX Position: Q4 2017 in Review

Spruce Investment Advisors reduced its Vanguard Communication Services ETF (VOX) stake by 5% in Q4 2017, selling an estimated $38K and leaving 8,011 shares worth $730K. The position accounts for 1.51% of the portfolio, ranked #20.

Spruce Investment Advisors first reported a position in VOX in Q4 2016 and has held it in 5 quarters since. The position peaked at $1.76M in Q1 2017. 175 funds tracked by Wall St. Rank hold VOX as of Q4 2017.

  • Spruce Investment Advisors held 8,011 shares of Vanguard Communication Services ETF worth $730K as of Q4 2017.
  • Spruce Investment Advisors sold 422 Vanguard Communication Services ETF shares in Q4 2017, an estimated $38K.
  • Vanguard Communication Services ETF made up 1.51% of Spruce Investment Advisors's portfolio in Q4 2017, its #20 holding.
  • Spruce Investment Advisors first reported a position in Vanguard Communication Services ETF in Q4 2016 and has held it in 5 quarters since.
  • Spruce Investment Advisors's Vanguard Communication Services ETF position peaked at $1.76M in Q1 2017.
  • 175 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q4 2017.

Based on Spruce Investment Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.