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Instrumental Wealth’s Vanguard Communication Services ETF VOX Stock Holding History

Instrumental Wealth’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 		$246K Buy
1,336
+122
+10% +$23.4K 0.12% 73
2026
Q1 		$218K Buy
1,214
+19
+2% +$3.61K 0.13% 66
2025
Q4 		$228K Buy
1,195
+114
+11% +$21.4K 0.14% 63
2025
Q3 		$201K Buy
+1,081
New +$193K 0.14% 68

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

Instrumental Wealth's VOX Position: Q2 2026 in Review

Instrumental Wealth increased its Vanguard Communication Services ETF (VOX) stake by 10% in Q2 2026, buying an estimated $23.4K and bringing the position to 1,336 shares worth $246K. The position accounts for 0.12% of the portfolio, ranked #73.

Instrumental Wealth first reported a position in VOX in Q3 2025 and has held it in 4 quarters since. 505 funds tracked by Wall St. Rank hold VOX as of Q2 2026.

  • Instrumental Wealth held 1,336 shares of Vanguard Communication Services ETF worth $246K as of Q2 2026.
  • Instrumental Wealth bought 122 Vanguard Communication Services ETF shares in Q2 2026, an estimated $23.4K.
  • Vanguard Communication Services ETF made up 0.12% of Instrumental Wealth's portfolio in Q2 2026, its #73 holding.
  • Instrumental Wealth first reported a position in Vanguard Communication Services ETF in Q3 2025 and has held it in 4 quarters since.
  • 505 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2026.

Based on Instrumental Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.