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Aspen Investment Management’s Vanguard Communication Services ETF VOX Stock Holding History

Aspen Investment Management’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
2026
Q2 		$1.48M Sell
8,027
-100
-1% -$19.2K 0.4% 78
2026
Q1 		$1.46M Hold
8,127
– – 0.45% 73
2025
Q4 		$1.57M Buy
+8,127
New +$1.52M 0.47% 63

Other funds holding VOX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Aspen Investment Management's VOX Position: Q2 2026 in Review

Aspen Investment Management reduced its Vanguard Communication Services ETF (VOX) stake by 1.2% in Q2 2026, selling an estimated $19.2K and leaving 8,027 shares worth $1.48M. The position accounts for 0.4% of the portfolio, ranked #78.

Aspen Investment Management first reported a position in VOX in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.57M in Q4 2025. 505 funds tracked by Wall St. Rank hold VOX as of Q2 2026.

  • Aspen Investment Management held 8,027 shares of Vanguard Communication Services ETF worth $1.48M as of Q2 2026.
  • Aspen Investment Management sold 100 Vanguard Communication Services ETF shares in Q2 2026, an estimated $19.2K.
  • Vanguard Communication Services ETF made up 0.4% of Aspen Investment Management's portfolio in Q2 2026, its #78 holding.
  • Aspen Investment Management first reported a position in Vanguard Communication Services ETF in Q4 2025 and has held it in 3 quarters since.
  • Aspen Investment Management's Vanguard Communication Services ETF position peaked at $1.57M in Q4 2025.
  • 505 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.