Caprock Group’s Vanguard Communication Services ETF VOX Stock Holding History

Caprock Group’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	$947K	Sell	5,267 -72	-1%	-$13.7K	0.02%	562
2025 Q4	$1.03M	Sell	5,339 -50	-0.9%	-$9.38K	0.02%	598
2025 Q3	$971K	Buy	+5,389	New	+$962K	0.02%	578
2025 Q1	$806K	Sell	5,429 -167	-3%	-$26.5K	0.02%	537
2024 Q4	$867K	Buy	5,596 +4,064	+265%	+$620K	0.03%	459
2024 Q3	$224K	Sell	1,532 -746	-33%	-$103K	0.01%	814
2024 Q2	$316K	Sell	2,278 -104	-4%	-$13.8K	0.01%	662
2024 Q1	$313K	Hold	2,382	–	–	0.02%	544
2023 Q4	$280K	Hold	2,382	–	–	0.02%	553
2023 Q3	$251K	Hold	2,382	–	–	0.02%	549
2023 Q2	$254K	Hold	2,382	–	–	0.02%	546
2023 Q1	$230K	Buy	+2,382	New	+$220K	0.02%	561
2020 Q2	–	Sell	-4,441	Closed	-$338K	–	440
2020 Q1	$338K	Buy	+4,441	New	+$401K	0.06%	212
2018 Q1	–	Sell	-2,231	Closed	-$203K	–	495
2017 Q4	$203K	Buy	2,231 +26	+1%	+$2.34K	0.04%	428
2017 Q3	$205K	Buy	+2,205	New	+$204K	0.04%	405

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

Caprock Group's VOX Position: Q1 2026 in Review

Caprock Group reduced its Vanguard Communication Services ETF (VOX) stake by 1.3% in Q1 2026, selling an estimated $13.7K and leaving 5,267 shares worth $947K. The position accounts for 0.02% of the portfolio, ranked #562.

Caprock Group first reported a position in VOX in Q3 2017 and has held it in 15 quarters since. The position peaked at $1.03M in Q4 2025. 497 funds tracked by Wall St. Rank hold VOX as of Q1 2026.

Caprock Group held 5,267 shares of Vanguard Communication Services ETF worth $947K as of Q1 2026.
Caprock Group sold 72 Vanguard Communication Services ETF shares in Q1 2026, an estimated $13.7K.
Vanguard Communication Services ETF made up 0.02% of Caprock Group's portfolio in Q1 2026, its #562 holding.
Caprock Group first reported a position in Vanguard Communication Services ETF in Q3 2017 and has held it in 15 quarters since.
Caprock Group's Vanguard Communication Services ETF position peaked at $1.03M in Q4 2025.
497 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.