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

Lodestone 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 		$12.2K Sell
66
-59
-47% -$11.3K ﹤0.01% 492
2026
Q1 		$22.5K Hold
125
– – 0.01% 402
2025
Q4 		$24.2K Buy
+125
New +$23.5K 0.01% 383

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

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

Lodestone Wealth Management reduced its Vanguard Communication Services ETF (VOX) stake by 47% in Q2 2026, selling an estimated $11.3K and leaving 66 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

Lodestone Wealth Management first reported a position in VOX in Q4 2025 and has held it in 3 quarters since. The position peaked at $24.2K in Q4 2025. 505 funds tracked by Wall St. Rank hold VOX as of Q2 2026.

  • Lodestone Wealth Management held 66 shares of Vanguard Communication Services ETF worth $12.2K as of Q2 2026.
  • Lodestone Wealth Management sold 59 Vanguard Communication Services ETF shares in Q2 2026, an estimated $11.3K.
  • Vanguard Communication Services ETF made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #492 holding.
  • Lodestone Wealth Management first reported a position in Vanguard Communication Services ETF in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's Vanguard Communication Services ETF position peaked at $24.2K in Q4 2025.
  • 505 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.