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Cape Investment Advisory’s Vanguard Communication Services ETF VOX Stock Holding History

Cape Investment Advisory’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 		$93.6K Buy
+509
New +$97.6K 0.03% 359
2026
Q1 		– Sell
-530
Closed -$103K – 1190
2025
Q4 		$103K Buy
530
+184
+53% +$34.5K 0.03% 298
2025
Q3 		$65K Sell
346
-310
-47% -$55.4K 0.06% 200
2025
Q2 		$112K Sell
656
-400
-38% -$61.5K 0.04% 246
2025
Q1 		$157K Sell
1,056
-64
-6% -$10.2K 0.06% 197
2024
Q4 		$174K Buy
1,120
+27
+2% +$4.12K 0.07% 179
2024
Q3 		$159K Buy
1,093
+32
+3% +$4.42K 0.06% 193
2024
Q2 		$147K Sell
1,061
-72
-6% -$9.57K 0.07% 184
2024
Q1 		$149K Buy
1,133
+748
+194% +$93.9K 0.07% 173
2023
Q4 		$45.3K Sell
385
-1,164
-75% -$129K 0.02% 365
2023
Q3 		$163K Buy
1,549
+1,068
+222% +$116K 0.09% 150
2023
Q2 		$51.1K Buy
481
+17
+4% +$1.71K 0.03% 281
2023
Q1 		$44.9K Buy
+464
New +$42.8K 0.03% 278

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

Cape Investment Advisory's VOX Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Vanguard Communication Services ETF (VOX) in Q2 2026: 509 shares worth $93.6K. The stake represents 0.03% of the portfolio and ranks #359 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in VOX as recently as Q4 2025.

Cape Investment Advisory first reported a position in VOX in Q1 2023 and has held it in 13 quarters since. The position peaked at $174K in Q4 2024. 505 funds tracked by Wall St. Rank hold VOX as of Q2 2026.

  • Cape Investment Advisory held 509 shares of Vanguard Communication Services ETF worth $93.6K as of Q2 2026.
  • Vanguard Communication Services ETF was a new Cape Investment Advisory position in Q2 2026.
  • Vanguard Communication Services ETF made up 0.03% of Cape Investment Advisory's portfolio in Q2 2026, its #359 holding.
  • Cape Investment Advisory first reported a position in Vanguard Communication Services ETF in Q1 2023 and has held it in 13 quarters since.
  • Cape Investment Advisory's Vanguard Communication Services ETF position peaked at $174K in Q4 2024.
  • 505 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.