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

Mosley 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 		$201K Sell
1,095
-5,741
-84% -$1.1M 0.06% 153
2026
Q1 		$1.28M Hold
6,836
– – 0.58% 39
2025
Q4 		$1.26M Buy
+6,836
New +$1.28M 0.58% 39

Other funds holding VOX

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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

Mosley Wealth Management reduced its Vanguard Communication Services ETF (VOX) stake by 84% in Q2 2026, selling an estimated $1.1M and leaving 1,095 shares worth $201K. The position accounts for 0.06% of the portfolio, ranked #153.

Mosley Wealth Management first reported a position in VOX in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.28M in Q1 2026. 308 funds tracked by Wall St. Rank hold VOX as of Q2 2026.

  • Mosley Wealth Management held 1,095 shares of Vanguard Communication Services ETF worth $201K as of Q2 2026.
  • Mosley Wealth Management sold 5,741 Vanguard Communication Services ETF shares in Q2 2026, an estimated $1.1M.
  • Vanguard Communication Services ETF made up 0.06% of Mosley Wealth Management's portfolio in Q2 2026, its #153 holding.
  • Mosley Wealth Management first reported a position in Vanguard Communication Services ETF in Q4 2025 and has held it in 3 quarters since.
  • Mosley Wealth Management's Vanguard Communication Services ETF position peaked at $1.28M in Q1 2026.
  • 308 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.