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

Mittelman 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	$533K	Sell	2,899 -2,867	-50%	-$550K	0.35%	35
2026 Q1	$1.04M	Hold	5,766	–	–	0.65%	24
2025 Q4	$1.12M	Buy	5,766 +2,899	+101%	+$544K	0.73%	22
2025 Q3	$538K	Hold	2,867	–	–	0.35%	30
2025 Q2	$490K	Sell	2,867 -406	-12%	-$62.4K	0.41%	25
2025 Q1	$486K	Hold	3,273	–	–	0.44%	20
2024 Q4	$507K	Hold	3,273	–	–	0.47%	22
2024 Q3	$476K	Sell	3,273 -3,590	-52%	-$496K	0.27%	22
2024 Q2	$948K	Buy	6,863 +3,851	+128%	+$512K	0.61%	38
2024 Q1	$395K	Buy	+3,012	New	+$378K	0.27%	51

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

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

Mittelman Wealth Management reduced its Vanguard Communication Services ETF (VOX) stake by 50% in Q2 2026, selling an estimated $550K and leaving 2,899 shares worth $533K. The position accounts for 0.35% of the portfolio, ranked #35.

Mittelman Wealth Management first reported a position in VOX in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.12M in Q4 2025. 505 funds tracked by Wall St. Rank hold VOX as of Q2 2026.

Mittelman Wealth Management held 2,899 shares of Vanguard Communication Services ETF worth $533K as of Q2 2026.
Mittelman Wealth Management sold 2,867 Vanguard Communication Services ETF shares in Q2 2026, an estimated $550K.
Vanguard Communication Services ETF made up 0.35% of Mittelman Wealth Management's portfolio in Q2 2026, its #35 holding.
Mittelman Wealth Management first reported a position in Vanguard Communication Services ETF in Q1 2024 and has held it in 10 quarters since.
Mittelman Wealth Management's Vanguard Communication Services ETF position peaked at $1.12M in Q4 2025.
505 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2026.

Based on Mittelman Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.