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

WFG 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
Q2 		$384K Buy
4,183
+1,160
+38% +$110K 0.09% 240
2017
Q1 		$287K Sell
3,023
-1,159
-28% -$114K 0.08% 265
2016
Q4 		$419K Buy
4,182
+551
+15% +$51.9K 0.1% 227
2016
Q3 		$343K Buy
3,631
+280
+8% +$27.2K 0.09% 237
2016
Q2 		$330K Buy
3,351
+361
+12% +$33.5K 0.09% 223
2016
Q1 		$277K Buy
2,990
+156
+6% +$13.4K 0.08% 249
2015
Q4 		$238K Buy
2,834
+2,493
+731% +$209K 0.07% 262
2015
Q3 		$27K Sell
341
-53
-13% -$4.48K 0.01% 812
2015
Q2 		$34K Buy
394
+63
+19% +$5.57K 0.01% 832
2015
Q1 		$29K Sell
331
-35
-10% -$3.03K 0.01% 891
2014
Q4 		$31K Buy
366
+8
+2% +$694 0.01% 1076
2014
Q3 		$31K Hold
358
– – 0.01% 1110
2014
Q2 		$31K Sell
358
-34
-9% -$2.92K 0.01% 1100
2014
Q1 		$33K Sell
392
-300
-43% -$24.6K 0.01% 1067
2013
Q4 		$58K Sell
692
-83
-11% -$6.96K 0.01% 945
2013
Q3 		$63K Buy
775
+129
+20% +$10.4K 0.01% 838
2013
Q2 		$51K Buy
+646
New +$50.7K 0.01% 880

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return

WFG Advisors's VOX Position: Q2 2017 in Review

WFG Advisors increased its Vanguard Communication Services ETF (VOX) stake by 38% in Q2 2017, buying an estimated $110K and bringing the position to 4,183 shares worth $384K. The position accounts for 0.09% of the portfolio, ranked #240.

WFG Advisors first reported a position in VOX in Q2 2013 and has held it in 17 quarters since. The position peaked at $419K in Q4 2016. 156 funds tracked by Wall St. Rank hold VOX as of Q2 2017.

  • WFG Advisors held 4,183 shares of Vanguard Communication Services ETF worth $384K as of Q2 2017.
  • WFG Advisors bought 1,160 Vanguard Communication Services ETF shares in Q2 2017, an estimated $110K.
  • Vanguard Communication Services ETF made up 0.09% of WFG Advisors's portfolio in Q2 2017, its #240 holding.
  • WFG Advisors first reported a position in Vanguard Communication Services ETF in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Vanguard Communication Services ETF position peaked at $419K in Q4 2016.
  • 156 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.