Instrumental Wealth
VOX icon

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
Q3 		$283K Buy
1,487
+151
+11% +$28.5K 0.14% 64
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
KCM Investment Advisors
KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Lighthouse Financial Services
Lighthouse Financial Services Brea, California $482M AUM 20.42% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Instrumental Wealth's VOX Position: Q3 2026 in Review

Instrumental Wealth increased its Vanguard Communication Services ETF (VOX) stake by 11% in Q3 2026, buying an estimated $28.5K and bringing the position to 1,487 shares worth $283K. The position accounts for 0.14% of the portfolio, ranked #64.

Instrumental Wealth first reported a position in VOX in Q3 2025 and has held it in 5 quarters since. 289 funds tracked by Wall St. Rank hold VOX as of Q3 2026.

  • Instrumental Wealth held 1,487 shares of Vanguard Communication Services ETF worth $283K as of Q3 2026.
  • Instrumental Wealth bought 151 Vanguard Communication Services ETF shares in Q3 2026, an estimated $28.5K.
  • Vanguard Communication Services ETF made up 0.14% of Instrumental Wealth's portfolio in Q3 2026, its #64 holding.
  • Instrumental Wealth first reported a position in Vanguard Communication Services ETF in Q3 2025 and has held it in 5 quarters since.
  • 289 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q3 2026.

Based on Instrumental Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.