Tortoise Investment Management’s Vanguard Communication Services ETF VOX Stock Holding History

Tortoise Investment 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
2025 Q4	–	Sell	-937	Closed	-$176K	–	1413
2025 Q3	$176K	Hold	937	–	–	0.02%	244
2025 Q2	$160K	Hold	937	–	–	0.02%	245
2025 Q1	$139K	Sell	937 -74	-7%	-$11.8K	0.01%	246
2024 Q4	$157K	Buy	1,011 +94	+10%	+$14.3K	0.02%	253
2024 Q3	$133K	Buy	917 +202	+28%	+$27.9K	0.01%	274
2024 Q2	$98.8K	Buy	+715	New	+$95K	0.01%	302

Other funds holding VOX

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Tortoise Investment Management's VOX Position: Q4 2025 in Review

Tortoise Investment Management sold out of Vanguard Communication Services ETF (VOX) in Q4 2025, closing a stake of 937 shares — an estimated $176K sold.

Tortoise Investment Management first reported a position in VOX in Q2 2024 and held it in 6 quarters. The position peaked at $176K in Q3 2025. 510 funds tracked by Wall St. Rank hold VOX as of Q4 2025.

Tortoise Investment Management reported no remaining Vanguard Communication Services ETF position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 937 Vanguard Communication Services ETF shares in Q4 2025, an estimated $176K.
Tortoise Investment Management first reported a position in Vanguard Communication Services ETF in Q2 2024 and held it in 6 quarters.
Tortoise Investment Management's Vanguard Communication Services ETF position peaked at $176K in Q3 2025.
510 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.