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

Heritage 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 		– Sell
-69
Closed -$12.4K – 734
2026
Q1 		$12.4K Buy
+69
New +$13.1K ﹤0.01% 500

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

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

Heritage Wealth Advisors sold out of Vanguard Communication Services ETF (VOX) in Q2 2026, closing a stake of 69 shares — an estimated $12.4K sold.

Heritage Wealth Advisors first reported a position in VOX in Q1 2026 and held it in 1 quarter. The position peaked at $12.4K in Q1 2026. 508 funds tracked by Wall St. Rank hold VOX as of Q2 2026.

  • Heritage Wealth Advisors reported no remaining Vanguard Communication Services ETF position as of Q2 2026 after selling out during the quarter.
  • Heritage Wealth Advisors sold 69 Vanguard Communication Services ETF shares in Q2 2026, an estimated $12.4K.
  • Heritage Wealth Advisors first reported a position in Vanguard Communication Services ETF in Q1 2026 and held it in 1 quarter.
  • Heritage Wealth Advisors's Vanguard Communication Services ETF position peaked at $12.4K in Q1 2026.
  • 508 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.