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

Evolution 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	$653K	Hold	3,551	–	–	0.08%	101
2026 Q1	$639K	Hold	3,551	–	–	0.07%	96
2025 Q4	$688K	Hold	3,551	–	–	0.07%	86
2025 Q3	$667K	Hold	3,551	–	–	0.09%	87
2025 Q2	$607K	Hold	3,551	–	–	0.09%	90
2025 Q1	$527K	Hold	3,551	–	–	0.09%	88
2024 Q4	$550K	Hold	3,551	–	–	0.09%	84
2024 Q3	$516K	Sell	3,551 -52	-1%	-$7.18K	0.09%	83
2024 Q2	$498K	Hold	3,603	–	–	0.1%	81
2024 Q1	$473K	Hold	3,603	–	–	0.09%	83
2023 Q4	$424K	Hold	3,603	–	–	0.09%	87
2023 Q3	$379K	Hold	3,603	–	–	0.08%	84
2023 Q2	$383K	Hold	3,603	–	–	0.08%	79
2023 Q1	$348K	Sell	3,603 -170	-5%	-$15.7K	0.08%	84
2022 Q4	$310K	Sell	3,773 -2,398	-39%	-$202K	0.08%	94
2022 Q3	$508K	Sell	6,171 -13,169	-68%	-$1.26M	0.14%	65
2022 Q2	$1.82M	Buy	19,340 +16,330	+543%	+$1.7M	0.46%	38
2022 Q1	$361K	Sell	3,010 -4,175	-58%	-$511K	0.07%	83
2021 Q4	$974	Buy	7,185 +4,615	+180%	+$642K	0.15%	52
2021 Q3	$362K	Hold	2,570	–	–	0.08%	72
2021 Q2	$370K	Sell	2,570 -55	-2%	-$7.58K	0.08%	81
2021 Q1	$341K	Hold	2,625	–	–	0.08%	84
2020 Q4	$316K	Sell	2,625 -1,245	-32%	-$139K	0.07%	87
2020 Q3	$394K	Sell	3,870 -20	-0.5%	-$2.03K	0.11%	71
2020 Q2	$362K	Buy	3,890 +290	+8%	+$25.7K	0.12%	62
2020 Q1	$274K	Hold	3,600	–	–	0.11%	53
2019 Q4	$338K	Hold	3,600	–	–	0.08%	56
2019 Q3	$312K	Buy	+3,600	New	+$317K	0.15%	27
2019 Q2	–	Sell	-3,370	Closed	-$281K	–	487
2019 Q1	$281K	Sell	3,370 -61,930	-95%	-$5.05M	0.13%	40
2018 Q4	$4.84M	Buy	+65,300	New	+$5.21M	2.21%	15

Other funds holding VOX

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

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

Evolution Wealth Advisors held its Vanguard Communication Services ETF (VOX) position steady in Q2 2026 at 3,551 shares worth $653K. The position accounts for 0.08% of the portfolio, ranked #101.

Evolution Wealth Advisors first reported a position in VOX in Q4 2018 and has held it in 30 quarters since. The position peaked at $4.84M in Q4 2018. 363 funds tracked by Wall St. Rank hold VOX as of Q2 2026.

Evolution Wealth Advisors held 3,551 shares of Vanguard Communication Services ETF worth $653K as of Q2 2026.
Evolution Wealth Advisors left its Vanguard Communication Services ETF share count unchanged in Q2 2026.
Vanguard Communication Services ETF made up 0.08% of Evolution Wealth Advisors's portfolio in Q2 2026, its #101 holding.
Evolution Wealth Advisors first reported a position in Vanguard Communication Services ETF in Q4 2018 and has held it in 30 quarters since.
Evolution Wealth Advisors's Vanguard Communication Services ETF position peaked at $4.84M in Q4 2018.
363 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.