Crown Wealth Group
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
Q3 		$949K Sell
4,977
-1,599
-24% -$301K 0.24% 56
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

Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
KCM Investment Advisors
KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Lighthouse Financial Services
Lighthouse Financial Services Brea, California $482M AUM 20.42% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Crown Wealth Group's VOX Position: Q3 2026 in Review

Crown Wealth Group reduced its Vanguard Communication Services ETF (VOX) stake by 24% in Q3 2026, selling an estimated $301K and leaving 4,977 shares worth $949K. The position accounts for 0.24% of the portfolio, ranked #56.

Crown Wealth Group first reported a position in VOX in Q4 2022 and has held it in 16 quarters since. The position peaked at $6.95M in Q3 2025. 252 funds tracked by Wall St. Rank hold VOX as of Q3 2026.

  • Crown Wealth Group held 4,977 shares of Vanguard Communication Services ETF worth $949K as of Q3 2026.
  • Crown Wealth Group sold 1,599 Vanguard Communication Services ETF shares in Q3 2026, an estimated $301K.
  • Vanguard Communication Services ETF made up 0.24% of Crown Wealth Group's portfolio in Q3 2026, its #56 holding.
  • Crown Wealth Group first reported a position in Vanguard Communication Services ETF in Q4 2022 and has held it in 16 quarters since.
  • Crown Wealth Group's Vanguard Communication Services ETF position peaked at $6.95M in Q3 2025.
  • 252 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.