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Caldwell Trust’s Vanguard Communication Services ETF VOX Stock Holding History

Caldwell Trust’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 		$21.3K Buy
116
+16
+16% +$3.07K ﹤0.01% 600
2026
Q1 		$18K Hold
100
– – ﹤0.01% 606
2025
Q4 		$19.4K Hold
100
– – ﹤0.01% 589
2025
Q3 		$18.8K Buy
+100
New +$17.9K ﹤0.01% 579
2025
Q1 		– Sell
-23
Closed -$3.56K – 772
2024
Q4 		$3.56K Hold
23
– – ﹤0.01% 668
2024
Q3 		$3.34K Buy
+23
New +$3.17K ﹤0.01% 665

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

Caldwell Trust's VOX Position: Q2 2026 in Review

Caldwell Trust increased its Vanguard Communication Services ETF (VOX) stake by 16% in Q2 2026, buying an estimated $3.07K and bringing the position to 116 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

Caldwell Trust first reported a position in VOX in Q3 2024 and has held it in 6 quarters since. 507 funds tracked by Wall St. Rank hold VOX as of Q2 2026.

  • Caldwell Trust held 116 shares of Vanguard Communication Services ETF worth $21.3K as of Q2 2026.
  • Caldwell Trust bought 16 Vanguard Communication Services ETF shares in Q2 2026, an estimated $3.07K.
  • Vanguard Communication Services ETF made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #600 holding.
  • Caldwell Trust first reported a position in Vanguard Communication Services ETF in Q3 2024 and has held it in 6 quarters since.
  • 507 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.