CWG
VOX icon

Crown Wealth Group’s Vanguard Communication Services ETF VOX Stock Holding History

Crown Wealth 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 		$1.21M Sell
6,576
-21
-0.3% -$4.03K 0.31% 46
2026
Q1 		$1.19M Sell
6,597
-1,030
-14% -$196K 0.35% 44
2025
Q4 		$1.48M Sell
7,627
-29,392
-79% -$5.52M 0.41% 39
2025
Q3 		$6.95M Buy
37,019
+4,409
+14% +$787K 2.09% 15
2025
Q2 		$5.58M Buy
32,610
+30,550
+1,483% +$4.7M 2.1% 14
2025
Q1 		$306K Buy
2,060
+163
+9% +$25.9K 0.16% 67
2024
Q4 		$294K Sell
1,897
-284
-13% -$43.3K 0.12% 88
2024
Q3 		$317K Sell
2,181
-39,642
-95% -$5.47M 0.14% 82
2024
Q2 		$5.78M Sell
41,823
-2,622
-6% -$348K 2.89% 11
2024
Q1 		$5.83M Buy
44,445
+1,409
+3% +$177K 3.01% 9
2023
Q4 		$5.07M Buy
43,036
+3,231
+8% +$357K 3.05% 10
2023
Q3 		$4.19M Buy
39,805
+4,808
+14% +$520K 3.15% 9
2023
Q2 		$3.72M Buy
34,997
+2,430
+7% +$244K 2.93% 9
2023
Q1 		$3.15M Buy
32,567
+2,054
+7% +$189K 2.64% 12
2022
Q4 		$2.51M Buy
+30,513
New +$2.57M 2.36% 11

Other funds holding VOX

AssetMark Inc
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
Truist Financial
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
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Crown Wealth Group's VOX Position: Q2 2026 in Review

Crown Wealth Group reduced its Vanguard Communication Services ETF (VOX) stake by 0.32% in Q2 2026, selling an estimated $4.03K and leaving 6,576 shares worth $1.21M. The position accounts for 0.31% of the portfolio, ranked #46.

Crown Wealth Group first reported a position in VOX in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.95M in Q3 2025. 214 funds tracked by Wall St. Rank hold VOX as of Q2 2026.

  • Crown Wealth Group held 6,576 shares of Vanguard Communication Services ETF worth $1.21M as of Q2 2026.
  • Crown Wealth Group sold 21 Vanguard Communication Services ETF shares in Q2 2026, an estimated $4.03K.
  • Vanguard Communication Services ETF made up 0.31% of Crown Wealth Group's portfolio in Q2 2026, its #46 holding.
  • Crown Wealth Group first reported a position in Vanguard Communication Services ETF in Q4 2022 and has held it in 15 quarters since.
  • Crown Wealth Group's Vanguard Communication Services ETF position peaked at $6.95M in Q3 2025.
  • 214 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.