COMPASS FINANCIAL MANAGEMENT LLC’s Vanguard Communication Services ETF VOX Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$220K	Buy	+1,163	New	+$223K	0.03%	406

Other funds holding VOX

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's VOX Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Vanguard Communication Services ETF (VOX) in Q2 2026: 1,163 shares worth $220K. The stake represents 0.03% of the portfolio and ranks #406 among its holdings.

405 funds tracked by Wall St. Rank hold VOX as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 1,163 shares of Vanguard Communication Services ETF worth $220K as of Q2 2026.
Vanguard Communication Services ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Vanguard Communication Services ETF made up 0.03% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #406 holding.
405 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.