IAA
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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
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
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

Independent Advisor Alliance's VOX Position: Q1 2026 in Review

Independent Advisor Alliance increased its Vanguard Communication Services ETF (VOX) stake by 153% in Q1 2026, buying an estimated $1.46M and bringing the position to 12,656 shares worth $2.28M. The position accounts for 0.02% of the portfolio, ranked #517.

Independent Advisor Alliance first reported a position in VOX in Q4 2024 and has held it in 5 quarters since. 497 funds tracked by Wall St. Rank hold VOX as of Q1 2026.

  • Independent Advisor Alliance held 12,656 shares of Vanguard Communication Services ETF worth $2.28M as of Q1 2026.
  • Independent Advisor Alliance bought 7,655 Vanguard Communication Services ETF shares in Q1 2026, an estimated $1.46M.
  • Vanguard Communication Services ETF made up 0.02% of Independent Advisor Alliance's portfolio in Q1 2026, its #517 holding.
  • Independent Advisor Alliance first reported a position in Vanguard Communication Services ETF in Q4 2024 and has held it in 5 quarters since.
  • 497 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.