Vontobel Holding
VOX icon

Vontobel Holding’s Vanguard Communication Services ETF VOX Stock Holding History

Vontobel Holding’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
2024
Q2 		– Sell
-2,034
Closed -$267K – 1155
2024
Q1 		$267K Hold
2,034
– – ﹤0.01% 929
2023
Q4 		$239K Hold
2,034
– – ﹤0.01% 981
2023
Q3 		$214K Hold
2,034
– – ﹤0.01% 974
2023
Q2 		$216K Buy
+2,034
New +$204K ﹤0.01% 994

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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Vontobel Holding's VOX Position: Q2 2024 in Review

Vontobel Holding sold out of Vanguard Communication Services ETF (VOX) in Q2 2024, closing a stake of 2,034 shares — an estimated $267K sold.

Vontobel Holding first reported a position in VOX in Q2 2023 and held it in 4 quarters. The position peaked at $267K in Q1 2024. 415 funds tracked by Wall St. Rank hold VOX as of Q2 2024.

  • Vontobel Holding reported no remaining Vanguard Communication Services ETF position as of Q2 2024 after selling out during the quarter.
  • Vontobel Holding sold 2,034 Vanguard Communication Services ETF shares in Q2 2024, an estimated $267K.
  • Vontobel Holding first reported a position in Vanguard Communication Services ETF in Q2 2023 and held it in 4 quarters.
  • Vontobel Holding's Vanguard Communication Services ETF position peaked at $267K in Q1 2024.
  • 415 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2024.

Based on Vontobel Holding's 13F filing for Q2 2024, filed 13 Aug 2024.