HWM
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HB Wealth Management’s Vanguard Communication Services ETF VOX Stock Holding History

HB Wealth Management’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 		$1.89M Sell
10,277
-1,954
-16% -$375K 0.01% 494
2026
Q1 		$2.2M Buy
12,231
+718
+6% +$137K 0.01% 409
2025
Q4 		$2.23M Buy
11,513
+4
+0% +$751 0.01% 388
2025
Q3 		$2.16M Buy
11,509
+2,900
+34% +$518K 0.01% 399
2025
Q2 		$1.47M Sell
8,609
-2,750
-24% -$423K 0.01% 443
2025
Q1 		$1.69M Buy
11,359
+135
+1% +$21.5K 0.01% 417
2024
Q4 		$1.74M Buy
11,224
+9
+0.1% +$1.37K 0.02% 309
2024
Q3 		$1.63M Sell
11,215
-70
-0.6% -$9.66K 0.02% 303
2024
Q2 		$1.56M Hold
11,285
– – 0.02% 297
2024
Q1 		$1.48M Sell
11,285
-259
-2% -$32.5K 0.02% 294
2023
Q4 		$1.36M Sell
11,544
-361
-3% -$39.9K 0.02% 280
2023
Q3 		$1.25M Buy
11,905
+4
+0% +$433 0.02% 276
2023
Q2 		$1.27M Hold
11,901
– – 0.02% 265
2023
Q1 		$1.15M Buy
11,901
+5
+0% +$461 0.02% 265
2022
Q4 		$978K Sell
11,896
-1,096
-8% -$92.4K 0.02% 285
2022
Q3 		$1.07M Buy
12,992
+4,000
+44% +$381K 0.02% 250
2022
Q2 		$846K Sell
8,992
-372
-4% -$38.7K 0.02% 272
2022
Q1 		$1.12M Buy
9,364
+2
+0% +$245 0.02% 253
2021
Q4 		$1.27M Buy
+9,362
New +$1.3M 0.03% 208

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 22.9% 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

HB Wealth Management's VOX Position: Q2 2026 in Review

HB Wealth Management reduced its Vanguard Communication Services ETF (VOX) stake by 16% in Q2 2026, selling an estimated $375K and leaving 10,277 shares worth $1.89M. The position accounts for 0.01% of the portfolio, ranked #494.

HB Wealth Management first reported a position in VOX in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.23M in Q4 2025. 508 funds tracked by Wall St. Rank hold VOX as of Q2 2026.

  • HB Wealth Management held 10,277 shares of Vanguard Communication Services ETF worth $1.89M as of Q2 2026.
  • HB Wealth Management sold 1,954 Vanguard Communication Services ETF shares in Q2 2026, an estimated $375K.
  • Vanguard Communication Services ETF made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #494 holding.
  • HB Wealth Management first reported a position in Vanguard Communication Services ETF in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's Vanguard Communication Services ETF position peaked at $2.23M in Q4 2025.
  • 508 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2026.

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