UFA
VOX icon

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

US 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
2016
Q2 		$1.9M Hold
20,534
– – 3.82% 12
2016
Q1 		$1.9M Buy
20,534
+19,539
+1,964% +$1.68M 3.31% 12
2015
Q4 		$83K Buy
+995
New +$83.5K 0.08% 104

Other funds holding VOX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return

US Financial Advisors's VOX Position: Q2 2016 in Review

US Financial Advisors held its Vanguard Communication Services ETF (VOX) position steady in Q2 2016 at 20,534 shares worth $1.9M. The position accounts for 3.82% of the portfolio, ranked #12.

US Financial Advisors first reported a position in VOX in Q4 2015 and has held it in 3 quarters since. 155 funds tracked by Wall St. Rank hold VOX as of Q2 2016.

  • US Financial Advisors held 20,534 shares of Vanguard Communication Services ETF worth $1.9M as of Q2 2016.
  • US Financial Advisors left its Vanguard Communication Services ETF share count unchanged in Q2 2016.
  • Vanguard Communication Services ETF made up 3.82% of US Financial Advisors's portfolio in Q2 2016, its #12 holding.
  • US Financial Advisors first reported a position in Vanguard Communication Services ETF in Q4 2015 and has held it in 3 quarters since.
  • 155 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.