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Avantax Planning Partners’s Vanguard Communication Services ETF VOX Stock Holding History

Avantax Planning Partners’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 		$561K Sell
3,048
-301
-9% -$57.7K 0.01% 272
2026
Q1 		$602K Sell
3,349
-481
-13% -$91.4K 0.02% 254
2025
Q4 		$742K Buy
3,830
+854
+29% +$160K 0.02% 221
2025
Q3 		$559K Buy
2,976
+81
+3% +$14.5K 0.02% 255
2025
Q2 		$495K Buy
2,895
+183
+7% +$28.1K 0.02% 267
2025
Q1 		$402K Buy
2,712
+124
+5% +$19.7K 0.01% 292
2024
Q4 		$401K Buy
2,588
+748
+41% +$114K 0.01% 289
2024
Q3 		$268K Sell
1,840
-124
-6% -$17.1K 0.01% 355
2024
Q2 		$271K Sell
1,964
-71
-3% -$9.43K 0.01% 376
2024
Q1 		$267K Sell
2,035
-514
-20% -$64.5K 0.01% 385
2023
Q4 		$300K Sell
2,549
-481
-16% -$53.1K 0.01% 297
2023
Q3 		$319K Buy
3,030
+73
+2% +$7.9K 0.01% 276
2023
Q2 		$314K Sell
2,957
-143
-5% -$14.3K 0.01% 288
2023
Q1 		$300K Buy
+3,100
New +$286K 0.01% 293
2022
Q2 		– Sell
-2,422
Closed -$291K – 373
2022
Q1 		$291K Sell
2,422
-6,293
-72% -$771K 0.01% 287
2021
Q4 		$1.18M Buy
+8,715
New +$1.21M 0.05% 149

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

Avantax Planning Partners's VOX Position: Q2 2026 in Review

Avantax Planning Partners reduced its Vanguard Communication Services ETF (VOX) stake by 9% in Q2 2026, selling an estimated $57.7K and leaving 3,048 shares worth $561K. The position accounts for 0.01% of the portfolio, ranked #272.

Avantax Planning Partners first reported a position in VOX in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.18M in Q4 2021. 505 funds tracked by Wall St. Rank hold VOX as of Q2 2026.

  • Avantax Planning Partners held 3,048 shares of Vanguard Communication Services ETF worth $561K as of Q2 2026.
  • Avantax Planning Partners sold 301 Vanguard Communication Services ETF shares in Q2 2026, an estimated $57.7K.
  • Vanguard Communication Services ETF made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #272 holding.
  • Avantax Planning Partners first reported a position in Vanguard Communication Services ETF in Q4 2021 and has held it in 16 quarters since.
  • Avantax Planning Partners's Vanguard Communication Services ETF position peaked at $1.18M in Q4 2021.
  • 505 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.