Coordinated Financial Services’s Vanguard Communication Services ETF VOX Stock Holding History

Coordinated Financial Services’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	$219K	Buy	1,218 +71	+6%	+$13.5K	0.13%	166
2025 Q4	$222K	Sell	1,147 -10	-0.9%	-$1.88K	0.13%	161
2025 Q3	$217K	Buy	+1,157	New	+$207K	0.14%	150

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

Goldman Sachs New York $1.15T AUM 47.82% 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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

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

Coordinated Financial Services's VOX Position: Q1 2026 in Review

Coordinated Financial Services increased its Vanguard Communication Services ETF (VOX) stake by 6.2% in Q1 2026, buying an estimated $13.5K and bringing the position to 1,218 shares worth $219K. The position accounts for 0.13% of the portfolio, ranked #166.

Coordinated Financial Services first reported a position in VOX in Q3 2025 and has held it in 3 quarters since. The position peaked at $222K in Q4 2025. 498 funds tracked by Wall St. Rank hold VOX as of Q1 2026.

Coordinated Financial Services held 1,218 shares of Vanguard Communication Services ETF worth $219K as of Q1 2026.
Coordinated Financial Services bought 71 Vanguard Communication Services ETF shares in Q1 2026, an estimated $13.5K.
Vanguard Communication Services ETF made up 0.13% of Coordinated Financial Services's portfolio in Q1 2026, its #166 holding.
Coordinated Financial Services first reported a position in Vanguard Communication Services ETF in Q3 2025 and has held it in 3 quarters since.
Coordinated Financial Services's Vanguard Communication Services ETF position peaked at $222K in Q4 2025.
498 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.