EWA
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EP Wealth Advisors’s Vanguard Communication Services ETF VOX Stock Holding History

EP Wealth Advisors’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 		$474K Buy
2,575
+312
+14% +$59.8K ﹤0.01% 1050
2026
Q1 		$407K Sell
2,263
-96
-4% -$18.3K ﹤0.01% 1000
2025
Q4 		$457K Buy
+2,359
New +$443K ﹤0.01% 928
2025
Q2 		$391K Buy
2,285
+514
+29% +$79K ﹤0.01% 891
2025
Q1 		$263K Buy
1,771
+33
+2% +$5.24K ﹤0.01% 986
2024
Q4 		$269K Sell
1,738
-2,731
-61% -$417K ﹤0.01% 923
2024
Q3 		$650K Buy
4,469
+698
+19% +$96.4K 0.01% 611
2024
Q2 		$521K Buy
3,771
+60
+2% +$7.97K 0.01% 524
2024
Q1 		$487K Buy
3,711
+2,508
+208% +$315K 0.01% 514
2023
Q4 		$142K Sell
1,203
-580
-33% -$64K ﹤0.01% 750
2023
Q3 		$188K Buy
+1,783
New +$193K ﹤0.01% 671
2023
Q1 		– Sell
-1,914
Closed -$157K – 713
2022
Q4 		$157K Buy
+1,914
New +$161K ﹤0.01% 570

Other funds holding VOX

Bank of America
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EP Wealth Advisors's VOX Position: Q2 2026 in Review

EP Wealth Advisors increased its Vanguard Communication Services ETF (VOX) stake by 14% in Q2 2026, buying an estimated $59.8K and bringing the position to 2,575 shares worth $474K. The position accounts for ﹤0.01% of the portfolio, ranked #1050.

EP Wealth Advisors first reported a position in VOX in Q4 2022 and has held it in 12 quarters since. The position peaked at $650K in Q3 2024. 505 funds tracked by Wall St. Rank hold VOX as of Q2 2026.

  • EP Wealth Advisors held 2,575 shares of Vanguard Communication Services ETF worth $474K as of Q2 2026.
  • EP Wealth Advisors bought 312 Vanguard Communication Services ETF shares in Q2 2026, an estimated $59.8K.
  • Vanguard Communication Services ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1050 holding.
  • EP Wealth Advisors first reported a position in Vanguard Communication Services ETF in Q4 2022 and has held it in 12 quarters since.
  • EP Wealth Advisors's Vanguard Communication Services ETF position peaked at $650K in Q3 2024.
  • 505 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.