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Tiedemann Advisors’s Vanguard Communication Services ETF VOX Stock Holding History

Tiedemann 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
2023
Q3 		$415K Buy
3,936
+10
+0.3% +$1.08K 0.02% 184
2023
Q2 		$418K Sell
3,926
-1,239
-24% -$124K 0.02% 172
2023
Q1 		$499K Buy
5,165
+17
+0.3% +$1.57K 0.02% 153
2022
Q4 		$423K Buy
5,148
+23
+0.4% +$1.94K 0.02% 167
2022
Q3 		$423K Hold
5,125
– – 0.03% 157
2022
Q2 		$482K Buy
5,125
+10
+0.2% +$1.04K 0.04% 157
2022
Q1 		$614K Buy
5,115
+7
+0.1% +$858 0.03% 173
2021
Q4 		$692K Buy
5,108
+777
+18% +$108K 0.03% 164
2021
Q3 		$611K Sell
4,331
-7,473
-63% -$1.09M 0.03% 173
2021
Q2 		$1.7M Buy
11,804
+13
+0.1% +$1.79K 0.07% 122
2021
Q1 		$1.53M Hold
11,791
– – 0.07% 125
2020
Q4 		$1.42M Buy
11,791
+1,294
+12% +$144K 0.07% 123
2020
Q3 		$1.07M Buy
10,497
+8
+0.1% +$812 0.05% 169
2020
Q2 		$976K Buy
10,489
+7
+0.1% +$620 0.05% 166
2020
Q1 		$798K Buy
10,482
+2,608
+33% +$236K 0.05% 173
2019
Q4 		$739K Sell
7,874
-2,600
-25% -$235K 0.04% 183
2019
Q3 		$911K Buy
10,474
+2,325
+29% +$205K 0.04% 182
2019
Q2 		$706K Buy
8,149
+5,148
+172% +$445K 0.04% 179
2019
Q1 		$251K Buy
+3,001
New +$245K 0.01% 382

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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Tiedemann Advisors's VOX Position: Q3 2023 in Review

Tiedemann Advisors increased its Vanguard Communication Services ETF (VOX) stake by 0.25% in Q3 2023, buying an estimated $1.08K and bringing the position to 3,936 shares worth $415K. The position accounts for 0.02% of the portfolio, ranked #184.

Tiedemann Advisors first reported a position in VOX in Q1 2019 and has held it in 19 quarters since. The position peaked at $1.7M in Q2 2021. 353 funds tracked by Wall St. Rank hold VOX as of Q3 2023.

  • Tiedemann Advisors held 3,936 shares of Vanguard Communication Services ETF worth $415K as of Q3 2023.
  • Tiedemann Advisors bought 10 Vanguard Communication Services ETF shares in Q3 2023, an estimated $1.08K.
  • Vanguard Communication Services ETF made up 0.02% of Tiedemann Advisors's portfolio in Q3 2023, its #184 holding.
  • Tiedemann Advisors first reported a position in Vanguard Communication Services ETF in Q1 2019 and has held it in 19 quarters since.
  • Tiedemann Advisors's Vanguard Communication Services ETF position peaked at $1.7M in Q2 2021.
  • 353 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.