LPWM LLC’s Vanguard Communication Services ETF VOX Stock Holding History

LPWM LLC’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	$1.09M	Hold	5,912	–	–	0.24%	45
2026 Q1	$1.06M	Buy	5,912 +828	+16%	+$157K	0.27%	42
2025 Q4	$984K	Sell	5,084 -331	-6%	-$62.1K	0.25%	42
2025 Q3	$1.02M	Buy	5,415 +204	+4%	+$36.4K	0.27%	41
2025 Q2	$891K	Buy	5,211 +3	+0.1%	+$461	0.26%	39
2025 Q1	$773K	Hold	5,208	–	–	0.25%	42
2024 Q4	$807K	Buy	5,208 +124	+2%	+$18.9K	0.26%	41
2024 Q3	$738K	Hold	5,084	–	–	0.24%	42
2024 Q2	$716K	Sell	5,084 -128	-2%	-$17K	0.25%	43
2024 Q1	$687K	Hold	5,212	–	–	0.25%	41
2023 Q4	$606K	Buy	5,212 +2,795	+116%	+$309K	0.24%	41
2023 Q3	$256K	Hold	2,417	–	–	0.12%	55
2023 Q2	$258K	Hold	2,417	–	–	0.11%	54
2023 Q1	$234K	Buy	+2,417	New	+$223K	0.11%	60
2022 Q1	–	Sell	-1,818	Closed	-$246K	–	68
2021 Q4	$246K	Buy	1,818 +100	+6%	+$13.9K	0.13%	62
2021 Q3	$246K	Buy	1,718 +215	+14%	+$31.2K	0.15%	55
2021 Q2	$217K	Buy	+1,503	New	+$207K	0.13%	59

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

LPWM LLC's VOX Position: Q2 2026 in Review

LPWM LLC held its Vanguard Communication Services ETF (VOX) position steady in Q2 2026 at 5,912 shares worth $1.09M. The position accounts for 0.24% of the portfolio, ranked #45.

LPWM LLC first reported a position in VOX in Q2 2021 and has held it in 17 quarters since. 505 funds tracked by Wall St. Rank hold VOX as of Q2 2026.

LPWM LLC held 5,912 shares of Vanguard Communication Services ETF worth $1.09M as of Q2 2026.
LPWM LLC left its Vanguard Communication Services ETF share count unchanged in Q2 2026.
Vanguard Communication Services ETF made up 0.24% of LPWM LLC's portfolio in Q2 2026, its #45 holding.
LPWM LLC first reported a position in Vanguard Communication Services ETF in Q2 2021 and has held it in 17 quarters since.
505 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2026.

Based on LPWM LLC's 13F filing for Q2 2026, filed 24 Jul 2026.