MWM
VOX icon

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

Mission 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
Q1 		$394K Buy
2,191
+87
+4% +$16.5K 0.01% 548
2025
Q4 		$407K Sell
2,104
-25
-1% -$4.69K 0.01% 538
2025
Q3 		$400K Sell
2,129
-374
-15% -$66.8K 0.01% 537
2025
Q2 		$428K Buy
2,503
+672
+37% +$103K 0.01% 509
2025
Q1 		$272K Buy
1,831
+4
+0.2% +$636 0.01% 575
2024
Q4 		$283K Sell
1,827
-274
-13% -$41.8K 0.01% 557
2024
Q3 		$306K Sell
2,101
-1,277
-38% -$176K 0.01% 545
2024
Q2 		$467K Sell
3,378
-271
-7% -$36K 0.01% 425
2024
Q1 		$479K Buy
3,649
+31
+0.9% +$3.89K 0.01% 440
2023
Q4 		$426K Sell
3,618
-857
-19% -$94.6K 0.01% 407
2023
Q3 		$471K Buy
4,475
+326
+8% +$35.3K 0.02% 353
2023
Q2 		$441K Sell
4,149
-851
-17% -$85.4K 0.02% 368
2023
Q1 		$483K Buy
5,000
+409
+9% +$37.7K 0.02% 345
2022
Q4 		$378K Buy
4,591
+874
+24% +$73.7K 0.02% 381
2022
Q3 		$306K Buy
3,717
+1,045
+39% +$99.6K 0.02% 391
2022
Q2 		$251K Sell
2,672
-130
-5% -$13.5K 0.01% 431
2022
Q1 		$336K Buy
2,802
+464
+20% +$56.8K 0.02% 395
2021
Q4 		$317K Sell
2,338
-30
-1% -$4.17K 0.01% 422
2021
Q3 		$333K Hold
2,368
– – 0.02% 389
2021
Q2 		$341K Buy
2,368
+283
+14% +$39K 0.02% 367
2021
Q1 		$271K Buy
+2,085
New +$266K 0.02% 383

Other funds holding VOX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mission Wealth Management's VOX Position: Q1 2026 in Review

Mission Wealth Management increased its Vanguard Communication Services ETF (VOX) stake by 4.1% in Q1 2026, buying an estimated $16.5K and bringing the position to 2,191 shares worth $394K. The position accounts for 0.01% of the portfolio, ranked #548.

Mission Wealth Management first reported a position in VOX in Q1 2021 and has held it in 21 quarters since. The position peaked at $483K in Q1 2023. 497 funds tracked by Wall St. Rank hold VOX as of Q1 2026.

  • Mission Wealth Management held 2,191 shares of Vanguard Communication Services ETF worth $394K as of Q1 2026.
  • Mission Wealth Management bought 87 Vanguard Communication Services ETF shares in Q1 2026, an estimated $16.5K.
  • Vanguard Communication Services ETF made up 0.01% of Mission Wealth Management's portfolio in Q1 2026, its #548 holding.
  • Mission Wealth Management first reported a position in Vanguard Communication Services ETF in Q1 2021 and has held it in 21 quarters since.
  • Mission Wealth Management's Vanguard Communication Services ETF position peaked at $483K in Q1 2023.
  • 497 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.