Balance Wealth’s Vanguard Communication Services ETF VOX Stock Holding History

Balance Wealth’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 Q3	$185K	Buy	+971	New	+$183K	0.04%	170

Other funds holding VOX

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Morningstar Investment Management Chicago, Illinois $1.69B AUM 12.64% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Lighthouse Financial Services Brea, California $482M AUM 20.42% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Balance Wealth's VOX Position: Q3 2026 in Review

Balance Wealth opened a new position in Vanguard Communication Services ETF (VOX) in Q3 2026: 971 shares worth $185K. The stake represents 0.04% of the portfolio and ranks #170 among its holdings.

304 funds tracked by Wall St. Rank hold VOX as of Q3 2026.

Balance Wealth held 971 shares of Vanguard Communication Services ETF worth $185K as of Q3 2026.
Vanguard Communication Services ETF was a new Balance Wealth position in Q3 2026.
Vanguard Communication Services ETF made up 0.04% of Balance Wealth's portfolio in Q3 2026, its #170 holding.
304 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.