VOX β€” VANGUARD COMMUNICATION SERVICES ETF

Ownership history in Mittelman Wealth Management  Β·  8 quarters on record

AI Ownership Summary

Mittelman Wealth Management reported VANGUARD COMMUNICATION SERVICES ETF (VOX) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.73% in 2025 Q4. The latest visible filing shows VOX at 0.73% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VOX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mittelman Wealth Management's position in VANGUARD COMMUNICATION SERVICES ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VOX was reported at 0.73% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.73% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Mittelman Wealth Management held VOX β€” position size vs. price
% of Fund (quarterly)    VOX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 5,766 +2,899 +101.1% 0.73% $1.1M 2026-02-14 (Est.) $186.63
2025 Q3 UNCHANGED 2,867 β€” 0% 0.35% $538K 2025-11-17 $179.50
2025 Q2 REDUCED 2,867 -406 -12.4% 0.41% $490K 2025-08-08 $172.81
2025 Q1 UNCHANGED 3,273 β€” 0% 0.44% $486K 2025-05-15 $156.48
2024 Q4 UNCHANGED 3,273 β€” 0% 0.47% $507K 2025-02-18 $165.46
2024 Q3 REDUCED 3,273 -3,590 -52.3% 0.27% $476K 2024-11-18 $149.65
2024 Q2 ADDED 6,863 +3,851 +127.9% 0.61% $948K 2024-08-12 $131.79
2024 Q1 INITIATED 3,012 β€” β€” 0.27% $395K 2024-05-06 $129.46

FAQ About Mittelman Wealth Management and VOX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Mittelman Wealth Management reported owning VOX?

Mittelman Wealth Management reported VOX across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported VOX position in Mittelman Wealth Management's portfolio?

The largest reported portfolio weight for VOX was 0.73% in 2025 Q4.

What is the latest reported VOX position on this page?

The most recent filing on this page is 2025 Q4, when Mittelman Wealth Management reported 5,766 shares, equal to 0.73% of portfolio, with an estimated market value of $1.1M.

What does the chart on this VOX ownership page compare?

The chart compares Mittelman Wealth Management's quarterly VOX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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