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

Modera 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	$708K	Hold	3,850	–	–	0.01%	399
2026 Q1	$692K	Sell	3,850 -24	-0.6%	-$4.56K	0.01%	381
2025 Q4	$750K	Sell	3,874 -223	-5%	-$41.8K	0.01%	380
2025 Q3	$769K	Hold	4,097	–	–	0.01%	377
2025 Q2	$701K	Buy	4,097 +699	+21%	+$107K	0.01%	383
2025 Q1	$504K	Sell	3,398 -37	-1%	-$5.88K	0.01%	434
2024 Q4	$532K	Hold	3,435	–	–	0.01%	427
2024 Q3	$499K	Sell	3,435 -150	-4%	-$20.7K	0.01%	413
2024 Q2	$495K	Buy	3,585 +85	+2%	+$11.3K	0.01%	394
2024 Q1	$459K	Sell	3,500 -90	-3%	-$11.3K	0.01%	401
2023 Q4	$423K	Hold	3,590	–	–	0.01%	398
2023 Q3	$378K	Sell	3,590 -538	-13%	-$58.2K	0.01%	402
2023 Q2	$439K	Buy	+4,128	New	+$414K	0.01%	400

Other funds holding VOX

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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

Modera Wealth Management held its Vanguard Communication Services ETF (VOX) position steady in Q2 2026 at 3,850 shares worth $708K. The position accounts for 0.01% of the portfolio, ranked #399.

Modera Wealth Management first reported a position in VOX in Q2 2023 and has held it in 13 quarters since. The position peaked at $769K in Q3 2025. 308 funds tracked by Wall St. Rank hold VOX as of Q2 2026.

Modera Wealth Management held 3,850 shares of Vanguard Communication Services ETF worth $708K as of Q2 2026.
Modera Wealth Management left its Vanguard Communication Services ETF share count unchanged in Q2 2026.
Vanguard Communication Services ETF made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #399 holding.
Modera Wealth Management first reported a position in Vanguard Communication Services ETF in Q2 2023 and has held it in 13 quarters since.
Modera Wealth Management's Vanguard Communication Services ETF position peaked at $769K in Q3 2025.
308 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.