Winfield Associates’s Vanguard Communication Services ETF VOX Stock Holding History

Winfield Associates’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
2022 Q1	$228K	Hold	1,900	–	–	0.08%	141
2021 Q4	$258K	Hold	1,900	–	–	0.09%	141
2021 Q3	$267K	Hold	1,900	–	–	0.1%	129
2021 Q2	$273K	Hold	1,900	–	–	0.1%	131
2021 Q1	$247K	Hold	1,900	–	–	0.1%	124
2020 Q4	$228K	Buy	+1,900	New	+$212K	0.1%	121

Other funds holding VOX

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Winfield Associates's VOX Position: Q1 2022 in Review

Winfield Associates held its Vanguard Communication Services ETF (VOX) position steady in Q1 2022 at 1,900 shares worth $228K. The position accounts for 0.08% of the portfolio, ranked #141.

Winfield Associates first reported a position in VOX in Q4 2020 and has held it in 6 quarters since. The position peaked at $273K in Q2 2021. 334 funds tracked by Wall St. Rank hold VOX as of Q1 2022.

Winfield Associates held 1,900 shares of Vanguard Communication Services ETF worth $228K as of Q1 2022.
Winfield Associates left its Vanguard Communication Services ETF share count unchanged in Q1 2022.
Vanguard Communication Services ETF made up 0.08% of Winfield Associates's portfolio in Q1 2022, its #141 holding.
Winfield Associates first reported a position in Vanguard Communication Services ETF in Q4 2020 and has held it in 6 quarters since.
Winfield Associates's Vanguard Communication Services ETF position peaked at $273K in Q2 2021.
334 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2022.

Based on Winfield Associates's 13F filing for Q1 2022, filed 5 Apr 2022.