IWA
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IVC Wealth Advisors’s Vanguard Communication Services ETF VOX Stock Holding History

IVC Wealth Advisors’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 		$350K Buy
1,903
+201
+12% +$38.5K 0.14% 120
2026
Q1 		$306K Buy
1,702
+1
+0.1% +$190 0.13% 129
2025
Q4 		$329K Sell
1,701
-34
-2% -$6.38K 0.14% 122
2025
Q3 		$326K Hold
1,735
– – 0.15% 121
2025
Q2 		$297K Buy
1,735
+231
+15% +$35.5K 0.14% 126
2025
Q1 		$223K Buy
+1,504
New +$239K 0.12% 143

Other funds holding VOX

AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SG
Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return
FFC
First Financial Corp Terre Haute, Indiana $289M AUM 28.65% 1-Year Est. Return
PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
JF
Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return

IVC Wealth Advisors's VOX Position: Q2 2026 in Review

IVC Wealth Advisors increased its Vanguard Communication Services ETF (VOX) stake by 12% in Q2 2026, buying an estimated $38.5K and bringing the position to 1,903 shares worth $350K. The position accounts for 0.14% of the portfolio, ranked #120.

IVC Wealth Advisors first reported a position in VOX in Q1 2025 and has held it in 6 quarters since. 70 funds tracked by Wall St. Rank hold VOX as of Q2 2026.

  • IVC Wealth Advisors held 1,903 shares of Vanguard Communication Services ETF worth $350K as of Q2 2026.
  • IVC Wealth Advisors bought 201 Vanguard Communication Services ETF shares in Q2 2026, an estimated $38.5K.
  • Vanguard Communication Services ETF made up 0.14% of IVC Wealth Advisors's portfolio in Q2 2026, its #120 holding.
  • IVC Wealth Advisors first reported a position in Vanguard Communication Services ETF in Q1 2025 and has held it in 6 quarters since.
  • 70 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.