Independent Financial Group’s Vanguard Communication Services ETF VOX Stock Holding History

Independent Financial Group’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	$711K	Buy	3,865 +633	+20%	+$121K	0.01%	829
2026 Q1	$581K	Sell	3,232 -1,057	-25%	-$201K	0.01%	859
2025 Q4	$830K	Sell	4,289 -53	-1%	-$9.95K	0.02%	693
2025 Q3	$815K	Buy	4,342 +779	+22%	+$139K	0.02%	673
2025 Q2	$609K	Buy	3,563 +676	+23%	+$104K	0.02%	697
2025 Q1	$428K	Sell	2,887 -35	-1%	-$5.56K	0.01%	770
2024 Q4	$453K	Buy	2,922 +69	+2%	+$10.5K	0.02%	737
2024 Q3	$415K	Buy	+2,853	New	+$394K	0.02%	730

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 22.96% 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 Financial Group's VOX Position: Q2 2026 in Review

Independent Financial Group increased its Vanguard Communication Services ETF (VOX) stake by 20% in Q2 2026, buying an estimated $121K and bringing the position to 3,865 shares worth $711K. The position accounts for 0.01% of the portfolio, ranked #829.

Independent Financial Group first reported a position in VOX in Q3 2024 and has held it in 8 quarters since. The position peaked at $830K in Q4 2025. 505 funds tracked by Wall St. Rank hold VOX as of Q2 2026.

Independent Financial Group held 3,865 shares of Vanguard Communication Services ETF worth $711K as of Q2 2026.
Independent Financial Group bought 633 Vanguard Communication Services ETF shares in Q2 2026, an estimated $121K.
Vanguard Communication Services ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #829 holding.
Independent Financial Group first reported a position in Vanguard Communication Services ETF in Q3 2024 and has held it in 8 quarters since.
Independent Financial Group's Vanguard Communication Services ETF position peaked at $830K in Q4 2025.
505 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.