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

Modern 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 		$279K Buy
+1,517
New +$291K ﹤0.01% 908
2025
Q3 		– Sell
-1,296
Closed -$222K – 846
2025
Q2 		$222K Sell
1,296
-105
-7% -$16.1K 0.01% 716
2025
Q1 		$208K Sell
1,401
-122
-8% -$19.4K 0.01% 637
2024
Q4 		$236K Buy
1,523
+6
+0.4% +$916 0.01% 515
2024
Q3 		$221K Sell
1,517
-123
-8% -$17K 0.01% 399
2024
Q2 		$227K Buy
1,640
+41
+3% +$5.45K 0.02% 366
2024
Q1 		$210K Buy
+1,599
New +$201K 0.02% 283

Other funds holding VOX

Bank of America
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Modern Wealth Management opened a new position in Vanguard Communication Services ETF (VOX) in Q2 2026: 1,517 shares worth $279K. The stake represents ﹤0.01% of the portfolio and ranks #908 among its holdings. This is a return to the name: Modern Wealth Management previously reported a position in VOX as recently as Q2 2025.

Modern Wealth Management first reported a position in VOX in Q1 2024 and has held it in 7 quarters since. 505 funds tracked by Wall St. Rank hold VOX as of Q2 2026.

  • Modern Wealth Management held 1,517 shares of Vanguard Communication Services ETF worth $279K as of Q2 2026.
  • Vanguard Communication Services ETF was a new Modern Wealth Management position in Q2 2026.
  • Vanguard Communication Services ETF made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #908 holding.
  • Modern Wealth Management first reported a position in Vanguard Communication Services ETF in Q1 2024 and has held it in 7 quarters since.
  • 505 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.