Dakota Wealth Management’s Vanguard Communication Services ETF VOX Stock Holding History

Dakota Wealth Management’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	$1.67M	Sell	9,079 -864	-9%	-$166K	0.03%	346
2026 Q1	$1.79M	Sell	9,943 -163	-2%	-$31K	0.04%	303
2025 Q4	$1.96M	Sell	10,106 -304	-3%	-$57K	0.03%	294
2025 Q3	$1.95M	Sell	10,410 -1,419	-12%	-$253K	0.04%	261
2025 Q2	$2.02M	Sell	11,829 -8,388	-41%	-$1.29M	0.04%	265
2025 Q1	$3M	Sell	20,217 -379	-2%	-$60.2K	0.07%	207
2024 Q4	$3.19M	Sell	20,596 -335	-2%	-$51.1K	0.07%	202
2024 Q3	$3.04M	Sell	20,931 -300	-1%	-$41.4K	0.07%	225
2024 Q2	$2.93M	Sell	21,231 -452	-2%	-$60.1K	0.07%	224
2024 Q1	$2.85M	Sell	21,683 -283	-1%	-$35.5K	0.07%	223
2023 Q4	$2.59M	Sell	21,966 -64	-0.3%	-$7.07K	0.1%	190
2023 Q3	$2.32M	Buy	+22,030	New	+$2.38M	0.1%	182

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

Dakota Wealth Management's VOX Position: Q2 2026 in Review

Dakota Wealth Management reduced its Vanguard Communication Services ETF (VOX) stake by 8.7% in Q2 2026, selling an estimated $166K and leaving 9,079 shares worth $1.67M. The position accounts for 0.03% of the portfolio, ranked #346.

Dakota Wealth Management first reported a position in VOX in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.19M in Q4 2024. 505 funds tracked by Wall St. Rank hold VOX as of Q2 2026.

Dakota Wealth Management held 9,079 shares of Vanguard Communication Services ETF worth $1.67M as of Q2 2026.
Dakota Wealth Management sold 864 Vanguard Communication Services ETF shares in Q2 2026, an estimated $166K.
Vanguard Communication Services ETF made up 0.03% of Dakota Wealth Management's portfolio in Q2 2026, its #346 holding.
Dakota Wealth Management first reported a position in Vanguard Communication Services ETF in Q3 2023 and has held it in 12 quarters since.
Dakota Wealth Management's Vanguard Communication Services ETF position peaked at $3.19M in Q4 2024.
505 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.