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 Q1	$236K	Buy	+1,310	New	+$249K	0.09%	71

Other funds holding VOX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Beacon Financial Planning's VOX Position: Q1 2026 in Review

Beacon Financial Planning opened a new position in Vanguard Communication Services ETF (VOX) in Q1 2026: 1,310 shares worth $236K. The stake represents 0.09% of the portfolio and ranks #71 among its holdings.

497 funds tracked by Wall St. Rank hold VOX as of Q1 2026.

Beacon Financial Planning held 1,310 shares of Vanguard Communication Services ETF worth $236K as of Q1 2026.
Vanguard Communication Services ETF was a new Beacon Financial Planning position in Q1 2026.
Vanguard Communication Services ETF made up 0.09% of Beacon Financial Planning's portfolio in Q1 2026, its #71 holding.
497 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2026.

Based on Beacon Financial Planning's 13F filing for Q1 2026, filed 22 Apr 2026.