Capital Management’s Vanguard Communication Services ETF VOX Stock Holding History

Capital Management’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	$297K	Sell	1,650 -1,100	-40%	-$209K	0.05%	56
2025 Q4	$532K	Hold	2,750	–	–	0.09%	48
2025 Q3	$516K	Hold	2,750	–	–	0.08%	49
2025 Q2	$470K	Hold	2,750	–	–	0.08%	50
2025 Q1	$408K	Hold	2,750	–	–	0.07%	52
2024 Q4	$426K	Hold	2,750	–	–	0.08%	53
2024 Q3	$400K	Hold	2,750	–	–	0.07%	52
2024 Q2	$380K	Hold	2,750	–	–	0.08%	53
2024 Q1	$361K	Hold	2,750	–	–	0.07%	56
2023 Q4	$324K	Hold	2,750	–	–	0.06%	56
2023 Q3	$289K	Hold	2,750	–	–	0.07%	56
2023 Q2	$292K	Hold	2,750	–	–	0.06%	58
2023 Q1	$266K	Hold	2,750	–	–	0.06%	55
2022 Q4	$226K	Hold	2,750	–	–	0.06%	66
2022 Q3	$227K	Hold	2,750	–	–	0.06%	66
2022 Q2	$259K	Hold	2,750	–	–	0.06%	61
2022 Q1	$330K	Hold	2,750	–	–	0.07%	58
2021 Q4	$373K	Hold	2,750	–	–	0.08%	61
2021 Q3	$387K	Hold	2,750	–	–	0.08%	60
2021 Q2	$396K	Hold	2,750	–	–	0.08%	58
2021 Q1	$358K	Hold	2,750	–	–	0.08%	55
2020 Q4	$331K	Hold	2,750	–	–	0.09%	57
2020 Q3	$280K	Hold	2,750	–	–	0.09%	58
2020 Q2	$256K	Sell	2,750 -580	-17%	-$51.3K	0.09%	60
2020 Q1	$254K	Hold	3,330	–	–	0.09%	59
2019 Q4	$313K	Hold	3,330	–	–	0.08%	65
2019 Q3	$289K	Hold	3,330	–	–	0.08%	67
2019 Q2	$289K	Buy	+3,330	New	+$288K	0.08%	63

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 $374B AUM 17.66% 1-Year Est. Return

Capital Management's VOX Position: Q1 2026 in Review

Capital Management reduced its Vanguard Communication Services ETF (VOX) stake by 40% in Q1 2026, selling an estimated $209K and leaving 1,650 shares worth $297K. The position accounts for 0.05% of the portfolio, ranked #56.

Capital Management first reported a position in VOX in Q2 2019 and has held it in 28 quarters since. The position peaked at $532K in Q4 2025. 497 funds tracked by Wall St. Rank hold VOX as of Q1 2026.

Capital Management held 1,650 shares of Vanguard Communication Services ETF worth $297K as of Q1 2026.
Capital Management sold 1,100 Vanguard Communication Services ETF shares in Q1 2026, an estimated $209K.
Vanguard Communication Services ETF made up 0.05% of Capital Management's portfolio in Q1 2026, its #56 holding.
Capital Management first reported a position in Vanguard Communication Services ETF in Q2 2019 and has held it in 28 quarters since.
Capital Management's Vanguard Communication Services ETF position peaked at $532K in Q4 2025.
497 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2026.

Based on Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.