LRI Investments’s Vanguard Communication Services ETF VOX Stock Holding History

LRI Investments’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	$883K	Hold	4,800	–	–	0.07%	138
2026 Q1	$863K	Hold	4,800	–	–	0.08%	124
2025 Q4	$929K	Hold	4,800	–	–	0.08%	118
2025 Q3	$901K	Hold	4,800	–	–	0.07%	121
2025 Q2	$821K	Hold	4,800	–	–	0.07%	126
2025 Q1	$712K	Hold	4,800	–	–	0.07%	133
2024 Q4	$744K	Hold	4,800	–	–	0.07%	105
2024 Q3	$739K	Buy	+4,800	New	+$663K	0.07%	110

Other funds holding VOX

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 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

LRI Investments's VOX Position: Q2 2026 in Review

LRI Investments held its Vanguard Communication Services ETF (VOX) position steady in Q2 2026 at 4,800 shares worth $883K. The position accounts for 0.07% of the portfolio, ranked #138.

LRI Investments first reported a position in VOX in Q3 2024 and has held it in 8 quarters since. The position peaked at $929K in Q4 2025. 216 funds tracked by Wall St. Rank hold VOX as of Q2 2026.

LRI Investments held 4,800 shares of Vanguard Communication Services ETF worth $883K as of Q2 2026.
LRI Investments left its Vanguard Communication Services ETF share count unchanged in Q2 2026.
Vanguard Communication Services ETF made up 0.07% of LRI Investments's portfolio in Q2 2026, its #138 holding.
LRI Investments first reported a position in Vanguard Communication Services ETF in Q3 2024 and has held it in 8 quarters since.
LRI Investments's Vanguard Communication Services ETF position peaked at $929K in Q4 2025.
216 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.