Cornerstone Planning Group’s Vanguard Communication Services ETF VOX Stock Holding History

Cornerstone Planning 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 Q2	$3.15K	Sell	17 -142	-89%	-$27.2K	﹤0.01%	1208
2026 Q1	$31.1K	Buy	159 +142	+835%	+$27K	﹤0.01%	535
2025 Q4	$3.31K	Sell	17 -18	-51%	-$3.38K	﹤0.01%	1080
2025 Q3	$4.38K	Buy	+35	New	+$6.25K	﹤0.01%	990
2024 Q4	–	Sell	-39	Closed	-$5.83K	–	1497
2024 Q3	$5.83K	Hold	39	–	–	﹤0.01%	540
2024 Q2	$5.06K	Sell	39 -13	-25%	-$1.73K	﹤0.01%	571
2024 Q1	$6.78K	Sell	52 -81	-61%	-$10.2K	﹤0.01%	475
2023 Q4	$15.7K	Sell	133 -85	-39%	-$9.38K	0.01%	352
2023 Q3	$22.9K	Sell	218 -192	-47%	-$20.8K	0.01%	291
2023 Q2	$43.6K	Buy	+410	New	+$41.1K	0.02%	267
2022 Q4	$71.9K	Buy	+814	New	+$68.7K	0.03%	208

Other funds holding VOX

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

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Cornerstone Planning Group's VOX Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Vanguard Communication Services ETF (VOX) stake by 89% in Q2 2026, selling an estimated $27.2K and leaving 17 shares worth $3.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1208.

Cornerstone Planning Group first reported a position in VOX in Q4 2022 and has held it in 11 quarters since. The position peaked at $71.9K in Q4 2022. 338 funds tracked by Wall St. Rank hold VOX as of Q2 2026.

Cornerstone Planning Group held 17 shares of Vanguard Communication Services ETF worth $3.15K as of Q2 2026.
Cornerstone Planning Group sold 142 Vanguard Communication Services ETF shares in Q2 2026, an estimated $27.2K.
Vanguard Communication Services ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1208 holding.
Cornerstone Planning Group first reported a position in Vanguard Communication Services ETF in Q4 2022 and has held it in 11 quarters since.
Cornerstone Planning Group's Vanguard Communication Services ETF position peaked at $71.9K in Q4 2022.
338 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.