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Integrated Wealth Concepts’s Vanguard Communication Services ETF VOX Stock Holding History

Integrated Wealth Concepts’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 		$2.42M Buy
13,182
+179
+1% +$34.3K 0.02% 766
2026
Q1 		$2.34M Buy
13,003
+21
+0.2% +$3.99K 0.02% 702
2025
Q4 		$2.51M Sell
12,982
-255
-2% -$47.8K 0.03% 471
2025
Q3 		$2.48M Sell
13,237
-457
-3% -$81.6K 0.02% 594
2025
Q2 		$2.34M Buy
13,694
+67
+0.5% +$10.3K 0.02% 570
2025
Q1 		$2.02M Sell
13,627
-7,213
-35% -$1.15M 0.02% 575
2024
Q4 		$3.23M Buy
20,840
+553
+3% +$84.4K 0.04% 408
2024
Q3 		$2.95M Buy
20,287
+6,998
+53% +$966K 0.04% 435
2024
Q2 		$1.84M Buy
13,289
+1,840
+16% +$244K 0.03% 532
2024
Q1 		$1.5M Buy
11,449
+6,043
+112% +$758K 0.02% 605
2023
Q4 		$636K Sell
5,406
-1,964
-27% -$217K 0.01% 901
2023
Q3 		$775K Buy
7,370
+359
+5% +$38.8K 0.01% 797
2023
Q2 		$745K Sell
7,011
-7,727
-52% -$775K 0.01% 805
2023
Q1 		$1.43M Buy
14,738
+1,051
+8% +$96.9K 0.03% 502
2022
Q4 		$1.13M Sell
13,687
-1,903
-12% -$161K 0.03% 441
2022
Q3 		$1.28M Buy
15,590
+2,084
+15% +$199K 0.04% 373
2022
Q2 		$1.27M Buy
+13,506
New +$1.4M 0.04% 385

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

Integrated Wealth Concepts's VOX Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Vanguard Communication Services ETF (VOX) stake by 1.4% in Q2 2026, buying an estimated $34.3K and bringing the position to 13,182 shares worth $2.42M. The position accounts for 0.02% of the portfolio, ranked #766.

Integrated Wealth Concepts first reported a position in VOX in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.23M in Q4 2024. 507 funds tracked by Wall St. Rank hold VOX as of Q2 2026.

  • Integrated Wealth Concepts held 13,182 shares of Vanguard Communication Services ETF worth $2.42M as of Q2 2026.
  • Integrated Wealth Concepts bought 179 Vanguard Communication Services ETF shares in Q2 2026, an estimated $34.3K.
  • Vanguard Communication Services ETF made up 0.02% of Integrated Wealth Concepts's portfolio in Q2 2026, its #766 holding.
  • Integrated Wealth Concepts first reported a position in Vanguard Communication Services ETF in Q2 2022 and has held it in 17 quarters since.
  • Integrated Wealth Concepts's Vanguard Communication Services ETF position peaked at $3.23M in Q4 2024.
  • 507 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.