MIM
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Morningstar Investment Management’s Vanguard Communication Services ETF VOX Stock Holding History

Morningstar Investment 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 		$17M Hold
94,391
– – 1.05% 15
2026
Q1 		$17M Buy
+94,391
New +$17.9M 1.05% 15
2022
Q4 		– Sell
-40,679
Closed -$3.35M – 90
2022
Q3 		$3.35M Buy
+40,679
New +$3.88M 0.63% 25

Other funds holding VOX

AssetMark Inc
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SCS
Southern Capital Services Daphne, Alabama $178M AUM

Morningstar Investment Management's VOX Position: Q2 2026 in Review

Morningstar Investment Management held its Vanguard Communication Services ETF (VOX) position steady in Q2 2026 at 94,391 shares worth $17M. The position accounts for 1.05% of the portfolio, ranked #15.

Morningstar Investment Management first reported a position in VOX in Q3 2022 and has held it in 3 quarters since. 223 funds tracked by Wall St. Rank hold VOX as of Q2 2026.

  • Morningstar Investment Management held 94,391 shares of Vanguard Communication Services ETF worth $17M as of Q2 2026.
  • Morningstar Investment Management left its Vanguard Communication Services ETF share count unchanged in Q2 2026.
  • Vanguard Communication Services ETF made up 1.05% of Morningstar Investment Management's portfolio in Q2 2026, its #15 holding.
  • Morningstar Investment Management first reported a position in Vanguard Communication Services ETF in Q3 2022 and has held it in 3 quarters since.
  • 223 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.