Independent Advisor Alliance’s Vanguard Communication Services ETF VOX Stock Holding History

Independent Advisor Alliance’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	$898K	Sell	4,884 -7,772	-61%	-$1.49M	0.02%	491
2026 Q1	$2.28M	Buy	12,656 +7,655	+153%	+$1.46M	0.02%	517
2025 Q4	$968K	Buy	5,001 +1,029	+26%	+$193K	0.02%	478
2025 Q3	$746K	Sell	3,972 -3	-0.1%	-$536	0.02%	515
2025 Q2	$680K	Buy	+3,975	New	+$611K	0.02%	501
2025 Q1	–	Sell	-7,492	Closed	-$1.16M	–	1359
2024 Q4	$1.16M	Buy	+7,492	New	+$1.14M	0.02%	689

Other funds holding VOX

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 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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

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

Independent Advisor Alliance's VOX Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Vanguard Communication Services ETF (VOX) stake by 61% in Q2 2026, selling an estimated $1.49M and leaving 4,884 shares worth $898K. The position accounts for 0.02% of the portfolio, ranked #491.

Independent Advisor Alliance first reported a position in VOX in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.28M in Q1 2026. 508 funds tracked by Wall St. Rank hold VOX as of Q2 2026.

Independent Advisor Alliance held 4,884 shares of Vanguard Communication Services ETF worth $898K as of Q2 2026.
Independent Advisor Alliance sold 7,772 Vanguard Communication Services ETF shares in Q2 2026, an estimated $1.49M.
Vanguard Communication Services ETF made up 0.02% of Independent Advisor Alliance's portfolio in Q2 2026, its #491 holding.
Independent Advisor Alliance first reported a position in Vanguard Communication Services ETF in Q4 2024 and has held it in 6 quarters since.
Independent Advisor Alliance's Vanguard Communication Services ETF position peaked at $2.28M in Q1 2026.
508 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.