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

EverSource 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	$59K	Sell	321 -321	-50%	-$61.5K	﹤0.01%	1667
2026 Q1	$115K	Buy	642 +321	+100%	+$61K	﹤0.01%	1348
2025 Q4	$62.2K	Hold	321	–	–	﹤0.01%	1608
2025 Q3	$60.3K	Sell	321 -152	-32%	-$27.1K	﹤0.01%	1571
2025 Q2	$80.9K	Hold	473	–	–	﹤0.01%	1320
2025 Q1	$70.2K	Hold	473	–	–	﹤0.01%	1067
2024 Q4	$73.3K	Hold	473	–	–	﹤0.01%	1028
2024 Q3	$68.8K	Hold	473	–	–	﹤0.01%	929
2024 Q2	$64.5K	Hold	473	–	–	﹤0.01%	974
2024 Q1	$59.6K	Sell	473 -49	-9%	-$6.15K	﹤0.01%	901
2023 Q4	$61.5K	Sell	522 -518	-50%	-$57.2K	0.01%	817
2023 Q3	$109K	Buy	1,040 +689	+196%	+$74.5K	0.01%	542
2023 Q2	$37.3K	Buy	351 +257	+273%	+$25.8K	﹤0.01%	944
2023 Q1	$9.09K	Buy	+94	New	+$8.66K	﹤0.01%	1412

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

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

EverSource Wealth Advisors reduced its Vanguard Communication Services ETF (VOX) stake by 50% in Q2 2026, selling an estimated $61.5K and leaving 321 shares worth $59K. The position accounts for ﹤0.01% of the portfolio, ranked #1667.

EverSource Wealth Advisors first reported a position in VOX in Q1 2023 and has held it in 14 quarters since. The position peaked at $115K in Q1 2026. 505 funds tracked by Wall St. Rank hold VOX as of Q2 2026.

EverSource Wealth Advisors held 321 shares of Vanguard Communication Services ETF worth $59K as of Q2 2026.
EverSource Wealth Advisors sold 321 Vanguard Communication Services ETF shares in Q2 2026, an estimated $61.5K.
Vanguard Communication Services ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1667 holding.
EverSource Wealth Advisors first reported a position in Vanguard Communication Services ETF in Q1 2023 and has held it in 14 quarters since.
EverSource Wealth Advisors's Vanguard Communication Services ETF position peaked at $115K in Q1 2026.
505 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.