Beacon Financial Planning
VOX icon

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
Q3 		$250K Hold
1,310
– – 0.09% 74
2026
Q2 		$241K Hold
1,310
– – 0.08% 75
2026
Q1 		$236K Buy
+1,310
New +$249K 0.09% 71

Other funds holding VOX

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return
KCM Investment Advisors
KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Beacon Financial Planning's VOX Position: Q3 2026 in Review

Beacon Financial Planning held its Vanguard Communication Services ETF (VOX) position steady in Q3 2026 at 1,310 shares worth $250K. The position accounts for 0.09% of the portfolio, ranked #74.

Beacon Financial Planning first reported a position in VOX in Q1 2026 and has held it in 3 quarters since. 467 funds tracked by Wall St. Rank hold VOX as of Q3 2026.

  • Beacon Financial Planning held 1,310 shares of Vanguard Communication Services ETF worth $250K as of Q3 2026.
  • Beacon Financial Planning left its Vanguard Communication Services ETF share count unchanged in Q3 2026.
  • Vanguard Communication Services ETF made up 0.09% of Beacon Financial Planning's portfolio in Q3 2026, its #74 holding.
  • Beacon Financial Planning first reported a position in Vanguard Communication Services ETF in Q1 2026 and has held it in 3 quarters since.
  • 467 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q3 2026.

Based on Beacon Financial Planning's 13F filing for Q3 2026, filed 4 Nov 2026.