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

Liberty 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	$324K	Hold	1,801	–	–	0.04%	190
2026 Q1	$324K	Buy	1,801 +185	+11%	+$35.2K	0.04%	190
2025 Q4	$313K	Buy	1,616 +23	+1%	+$4.32K	0.04%	185
2025 Q3	$299K	Buy	1,593 +4	+0.3%	+$714	0.04%	181
2025 Q2	$272K	Buy	1,589 +4	+0.3%	+$615	0.04%	179
2025 Q1	$235K	Buy	1,585 +6	+0.4%	+$953	0.05%	140
2024 Q4	$245K	Buy	+1,579	New	+$241K	0.04%	176
2021 Q4	–	Sell	-54	Closed	-$8K	–	1079
2021 Q3	$8K	Buy	+54	New	+$7.85K	﹤0.01%	877

Other funds holding VOX

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Liberty Wealth Management's VOX Position: Q2 2026 in Review

Liberty Wealth Management held its Vanguard Communication Services ETF (VOX) position steady in Q2 2026 at 1,801 shares worth $324K. The position accounts for 0.04% of the portfolio, ranked #190.

Liberty Wealth Management first reported a position in VOX in Q3 2021 and has held it in 8 quarters since. 505 funds tracked by Wall St. Rank hold VOX as of Q2 2026.

Liberty Wealth Management held 1,801 shares of Vanguard Communication Services ETF worth $324K as of Q2 2026.
Liberty Wealth Management left its Vanguard Communication Services ETF share count unchanged in Q2 2026.
Vanguard Communication Services ETF made up 0.04% of Liberty Wealth Management's portfolio in Q2 2026, its #190 holding.
Liberty Wealth Management first reported a position in Vanguard Communication Services ETF in Q3 2021 and has held it in 8 quarters since.
505 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.