IFWM
VOX icon

Institute for Wealth Management’s Vanguard Communication Services ETF VOX Stock Holding History

Institute for 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 		$928K Sell
5,046
-5,179
-51% -$993K 0.08% 214
2026
Q1 		$1.84M Buy
10,225
+1,628
+19% +$310K 0.2% 119
2025
Q4 		$1.66M Buy
8,597
+409
+5% +$76.7K 0.18% 122
2025
Q3 		$1.54M Buy
8,188
+265
+3% +$47.3K 0.16% 135
2025
Q2 		$1.36M Sell
7,923
-1,230
-13% -$189K 0.15% 141
2025
Q1 		$1.36M Buy
9,153
+86
+0.9% +$13.7K 0.17% 130
2024
Q4 		$1.4M Sell
9,067
-106
-1% -$16.2K 0.18% 119
2024
Q3 		$1.33M Sell
9,173
-20
-0.2% -$2.76K 0.17% 135
2024
Q2 		$1.27M Buy
9,193
+1,649
+22% +$219K 0.17% 129
2024
Q1 		$990K Buy
7,544
+144
+2% +$18.1K 0.13% 171
2023
Q4 		$871K Sell
7,400
-167
-2% -$18.4K 0.14% 173
2023
Q3 		$796K Buy
7,567
+85
+1% +$9.2K 0.14% 175
2023
Q2 		$795K Buy
7,482
+2
+0% +$201 0.13% 182
2023
Q1 		$723K Buy
+7,480
New +$689K 0.14% 189
2021
Q4 		– Sell
-7,379
Closed -$1.04M – 510
2021
Q3 		$1.04M Buy
7,379
+547
+8% +$79.5K 0.18% 137
2021
Q2 		$983K Sell
6,832
-118
-2% -$16.3K 0.17% 154
2021
Q1 		$904K Buy
6,950
+958
+16% +$122K 0.17% 161
2020
Q4 		$720K Sell
5,992
-323
-5% -$36K 0.14% 182
2020
Q3 		$643K Sell
6,315
-838
-12% -$85.1K 0.15% 180
2020
Q2 		$665K Sell
7,153
-258
-3% -$22.8K 0.16% 171
2020
Q1 		$565K Sell
7,411
-263
-3% -$23.8K 0.17% 162
2019
Q4 		$721K Buy
7,674
+26
+0.3% +$2.35K 0.16% 185
2019
Q3 		$663K Sell
7,648
-685
-8% -$60.4K 0.17% 181
2019
Q2 		$722K Buy
+8,333
New +$721K 0.16% 192

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 22.96% 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

Institute for Wealth Management's VOX Position: Q2 2026 in Review

Institute for Wealth Management reduced its Vanguard Communication Services ETF (VOX) stake by 51% in Q2 2026, selling an estimated $993K and leaving 5,046 shares worth $928K. The position accounts for 0.08% of the portfolio, ranked #214.

Institute for Wealth Management first reported a position in VOX in Q2 2019 and has held it in 24 quarters since. The position peaked at $1.84M in Q1 2026. 505 funds tracked by Wall St. Rank hold VOX as of Q2 2026.

  • Institute for Wealth Management held 5,046 shares of Vanguard Communication Services ETF worth $928K as of Q2 2026.
  • Institute for Wealth Management sold 5,179 Vanguard Communication Services ETF shares in Q2 2026, an estimated $993K.
  • Vanguard Communication Services ETF made up 0.08% of Institute for Wealth Management's portfolio in Q2 2026, its #214 holding.
  • Institute for Wealth Management first reported a position in Vanguard Communication Services ETF in Q2 2019 and has held it in 24 quarters since.
  • Institute for Wealth Management's Vanguard Communication Services ETF position peaked at $1.84M in Q1 2026.
  • 505 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.