BFP
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Beacon Financial Planning’s Vanguard Communication Services ETF VOX Stock Holding History

Beacon Financial Planning’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 		$241K Hold
1,310
– – 0.08% 75
2026
Q1 		$236K Buy
+1,310
New +$249K 0.09% 71

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 22.9% 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

Beacon Financial Planning's VOX Position: Q2 2026 in Review

Beacon Financial Planning held its Vanguard Communication Services ETF (VOX) position steady in Q2 2026 at 1,310 shares worth $241K. The position accounts for 0.08% of the portfolio, ranked #75.

Beacon Financial Planning first reported a position in VOX in Q1 2026 and has held it in 2 quarters since. 508 funds tracked by Wall St. Rank hold VOX as of Q2 2026.

  • Beacon Financial Planning held 1,310 shares of Vanguard Communication Services ETF worth $241K as of Q2 2026.
  • Beacon Financial Planning left its Vanguard Communication Services ETF share count unchanged in Q2 2026.
  • Vanguard Communication Services ETF made up 0.08% of Beacon Financial Planning's portfolio in Q2 2026, its #75 holding.
  • Beacon Financial Planning first reported a position in Vanguard Communication Services ETF in Q1 2026 and has held it in 2 quarters since.
  • 508 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2026.

Based on Beacon Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.