MontVue Capital Management’s Vanguard Communication Services ETF VOX Stock Holding History

MontVue Capital 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	$2.13M	Hold	11,555	–	–	1.22%	15
2026 Q1	$2.08M	Sell	11,555 -6	-0.1%	-$1.14K	1.42%	13
2025 Q4	$2.24M	Hold	11,561	–	–	1.49%	13
2025 Q3	$2.17M	Sell	11,561 -310	-3%	-$55.4K	1.46%	13
2025 Q2	$2.03M	Hold	11,871	–	–	1.45%	13
2025 Q1	$1.76M	Sell	11,871 -140	-1%	-$22.2K	1.41%	16
2024 Q4	$1.86M	Hold	12,011	–	–	1.42%	15
2024 Q3	$1.75M	Sell	12,011 -224	-2%	-$30.9K	1.34%	17
2024 Q2	$1.69M	Buy	12,235 +1,298	+12%	+$172K	1.35%	17
2024 Q1	$1.44M	Buy	10,937 +1,565	+17%	+$196K	1.27%	17
2023 Q4	$1.1M	Buy	+9,372	New	+$1.03M	1.06%	18

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

MontVue Capital Management's VOX Position: Q2 2026 in Review

MontVue Capital Management held its Vanguard Communication Services ETF (VOX) position steady in Q2 2026 at 11,555 shares worth $2.13M. The position accounts for 1.22% of the portfolio, ranked #15.

MontVue Capital Management first reported a position in VOX in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.24M in Q4 2025. 507 funds tracked by Wall St. Rank hold VOX as of Q2 2026.

MontVue Capital Management held 11,555 shares of Vanguard Communication Services ETF worth $2.13M as of Q2 2026.
MontVue Capital Management left its Vanguard Communication Services ETF share count unchanged in Q2 2026.
Vanguard Communication Services ETF made up 1.22% of MontVue Capital Management's portfolio in Q2 2026, its #15 holding.
MontVue Capital Management first reported a position in Vanguard Communication Services ETF in Q4 2023 and has held it in 11 quarters since.
MontVue Capital Management's Vanguard Communication Services ETF position peaked at $2.24M in Q4 2025.
507 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2026.

Based on MontVue Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.