LWM
VOX icon

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

LJI 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 		$265K Sell
1,438
-100
-7% -$19.2K 0.04% 171
2026
Q1 		$277K Buy
1,538
+20
+1% +$3.8K 0.04% 164
2025
Q4 		$294K Hold
1,518
– – 0.04% 165
2025
Q3 		$285K Buy
1,518
+83
+6% +$14.8K 0.05% 142
2025
Q2 		$245K Buy
+1,435
New +$221K 0.04% 162

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

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

LJI Wealth Management reduced its Vanguard Communication Services ETF (VOX) stake by 6.5% in Q2 2026, selling an estimated $19.2K and leaving 1,438 shares worth $265K. The position accounts for 0.04% of the portfolio, ranked #171.

LJI Wealth Management first reported a position in VOX in Q2 2025 and has held it in 5 quarters since. The position peaked at $294K in Q4 2025. 505 funds tracked by Wall St. Rank hold VOX as of Q2 2026.

  • LJI Wealth Management held 1,438 shares of Vanguard Communication Services ETF worth $265K as of Q2 2026.
  • LJI Wealth Management sold 100 Vanguard Communication Services ETF shares in Q2 2026, an estimated $19.2K.
  • Vanguard Communication Services ETF made up 0.04% of LJI Wealth Management's portfolio in Q2 2026, its #171 holding.
  • LJI Wealth Management first reported a position in Vanguard Communication Services ETF in Q2 2025 and has held it in 5 quarters since.
  • LJI Wealth Management's Vanguard Communication Services ETF position peaked at $294K in Q4 2025.
  • 505 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.