Concurrent Investment Advisors’s Vanguard Communication Services ETF VOX Stock Holding History

Concurrent Investment Advisors’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	$1.12M	Buy	6,089 +398	+7%	+$76.3K	0.01%	951
2026 Q1	$1.02M	Buy	5,691 +1,158	+26%	+$220K	0.01%	867
2025 Q4	$878K	Buy	4,533 +705	+18%	+$132K	0.01%	892
2025 Q3	$719K	Sell	3,828 -427	-10%	-$76.3K	0.01%	771
2025 Q2	$728K	Buy	4,255 +344	+9%	+$52.9K	0.01%	707
2025 Q1	$580K	Buy	3,911 +2,196	+128%	+$349K	0.01%	704
2024 Q4	$266K	Sell	1,715 -1,310	-43%	-$200K	0.01%	877
2024 Q3	$440K	Buy	+3,025	New	+$418K	0.01%	657

Other funds holding VOX

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Concurrent Investment Advisors's VOX Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Vanguard Communication Services ETF (VOX) stake by 7% in Q2 2026, buying an estimated $76.3K and bringing the position to 6,089 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #951.

Concurrent Investment Advisors first reported a position in VOX in Q3 2024 and has held it in 8 quarters since. 505 funds tracked by Wall St. Rank hold VOX as of Q2 2026.

Concurrent Investment Advisors held 6,089 shares of Vanguard Communication Services ETF worth $1.12M as of Q2 2026.
Concurrent Investment Advisors bought 398 Vanguard Communication Services ETF shares in Q2 2026, an estimated $76.3K.
Vanguard Communication Services ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #951 holding.
Concurrent Investment Advisors first reported a position in Vanguard Communication Services ETF in Q3 2024 and has held it in 8 quarters since.
505 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.