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Financial & Tax Architects’s Vanguard Communication Services ETF VOX Stock Holding History

Financial & Tax Architects’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
Q1 		$1.17M Buy
6,524
+18
+0.3% +$3.42K 0.26% 71
2025
Q4 		$1.26M Buy
6,506
+79
+1% +$14.8K 0.28% 65
2025
Q3 		$1.21M Buy
6,427
+1,037
+19% +$185K 0.27% 63
2025
Q2 		$922K Buy
5,390
+6
+0.1% +$923 0.22% 60
2025
Q1 		$799K Buy
5,384
+509
+10% +$80.9K 0.2% 67
2024
Q4 		$755K Buy
4,875
+321
+7% +$49K 0.19% 61
2024
Q3 		$662K Sell
4,554
-400
-8% -$55.2K 0.17% 60
2024
Q2 		$685K Sell
4,954
-483
-9% -$64.2K 0.18% 60
2024
Q1 		$713K Sell
5,437
-1,079
-17% -$135K 0.2% 60
2023
Q4 		$767K Sell
6,516
-1,031
-14% -$114K 0.23% 52
2023
Q3 		$794K Sell
7,547
-399
-5% -$43.2K 0.25% 53
2023
Q2 		$845K Buy
+7,946
New +$797K 0.26% 51
2021
Q4 		– Sell
-6,746
Closed -$950K – 107
2021
Q3 		$950K Buy
6,746
+1,623
+32% +$236K 0.43% 57
2021
Q2 		$737K Buy
5,123
+985
+24% +$136K 0.36% 56
2021
Q1 		$538K Buy
+4,138
New +$527K 0.3% 62

Other funds holding VOX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial & Tax Architects's VOX Position: Q1 2026 in Review

Financial & Tax Architects increased its Vanguard Communication Services ETF (VOX) stake by 0.28% in Q1 2026, buying an estimated $3.42K and bringing the position to 6,524 shares worth $1.17M. The position accounts for 0.26% of the portfolio, ranked #71.

Financial & Tax Architects first reported a position in VOX in Q1 2021 and has held it in 15 quarters since. The position peaked at $1.26M in Q4 2025. 497 funds tracked by Wall St. Rank hold VOX as of Q1 2026.

  • Financial & Tax Architects held 6,524 shares of Vanguard Communication Services ETF worth $1.17M as of Q1 2026.
  • Financial & Tax Architects bought 18 Vanguard Communication Services ETF shares in Q1 2026, an estimated $3.42K.
  • Vanguard Communication Services ETF made up 0.26% of Financial & Tax Architects's portfolio in Q1 2026, its #71 holding.
  • Financial & Tax Architects first reported a position in Vanguard Communication Services ETF in Q1 2021 and has held it in 15 quarters since.
  • Financial & Tax Architects's Vanguard Communication Services ETF position peaked at $1.26M in Q4 2025.
  • 497 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2026.

Based on Financial & Tax Architects's 13F filing for Q1 2026, filed 23 Apr 2026.