BFC Planning, Inc.’s Vanguard Communication Services ETF VOX Stock Holding History

BFC Planning, Inc.’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	$415K	Sell	2,258 -1,084	-32%	-$208K	0.02%	673
2026 Q1	$601K	Buy	3,342 +180	+6%	+$34.2K	0.03%	506
2025 Q4	$612K	Buy	3,162 +13	+0.4%	+$2.44K	0.03%	498
2025 Q3	$591K	Buy	3,149 +441	+16%	+$78.8K	0.04%	343
2025 Q2	$463K	Buy	2,708 +81	+3%	+$12.5K	0.04%	378
2025 Q1	$390K	Sell	2,627 -84	-3%	-$13.3K	0.03%	394
2024 Q4	$420K	Buy	+2,711	New	+$414K	0.03%	381

Other funds holding VOX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 22.9% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

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

BFC Planning, Inc.'s VOX Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Vanguard Communication Services ETF (VOX) stake by 32% in Q2 2026, selling an estimated $208K and leaving 2,258 shares worth $415K. The position accounts for 0.02% of the portfolio, ranked #673.

BFC Planning, Inc. first reported a position in VOX in Q4 2024 and has held it in 7 quarters since. The position peaked at $612K in Q4 2025. 511 funds tracked by Wall St. Rank hold VOX as of Q2 2026.

BFC Planning, Inc. held 2,258 shares of Vanguard Communication Services ETF worth $415K as of Q2 2026.
BFC Planning, Inc. sold 1,084 Vanguard Communication Services ETF shares in Q2 2026, an estimated $208K.
Vanguard Communication Services ETF made up 0.02% of BFC Planning, Inc.'s portfolio in Q2 2026, its #673 holding.
BFC Planning, Inc. first reported a position in Vanguard Communication Services ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s Vanguard Communication Services ETF position peaked at $612K in Q4 2025.
511 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.