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One Charles Private Wealth Services’s Vanguard Communication Services ETF VOX Stock Holding History

One Charles Private Wealth Services’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 		$1.5M Buy
8,167
+40
+0.5% +$7.67K 0.35% 54
2026
Q1 		$1.46M Sell
8,127
-372
-4% -$70.7K 0.37% 52
2025
Q4 		$1.65M Sell
8,499
-2
-0% -$375 0.43% 45
2025
Q3 		$1.6M Buy
8,501
+593
+7% +$106K 0.42% 42
2025
Q2 		$1.35M Buy
7,908
+695
+10% +$107K 0.38% 49
2025
Q1 		$1.07M Sell
7,213
-263
-4% -$41.8K 0.35% 44
2024
Q4 		$1.16M Sell
7,476
-1
-0% -$153 0.39% 46
2024
Q3 		$1.09M Sell
7,477
-23
-0.3% -$3.17K 0.41% 45
2024
Q2 		$1.04M Buy
7,500
+165
+2% +$21.9K 0.43% 46
2024
Q1 		$962K Buy
7,335
+408
+6% +$51.2K 0.42% 48
2023
Q4 		$815K Buy
6,927
+2,002
+41% +$221K 0.43% 51
2023
Q3 		$518K Buy
4,925
+21
+0.4% +$2.27K 0.3% 58
2023
Q2 		$521K Buy
4,904
+768
+19% +$77K 0.3% 61
2023
Q1 		$400K Buy
4,136
+686
+20% +$63.2K 0.25% 74
2022
Q4 		$284K Buy
3,450
+137
+4% +$11.6K 0.18% 94
2022
Q3 		$273K Buy
+3,313
New +$316K 0.18% 93
2022
Q2 		– Sell
-2,639
Closed -$317K – 130
2022
Q1 		$317K Buy
+2,639
New +$323K 0.2% 82
2021
Q4 		– Sell
-1,799
Closed -$253K – 134
2021
Q3 		$253K Buy
+1,799
New +$261K 0.15% 104

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

One Charles Private Wealth Services's VOX Position: Q2 2026 in Review

One Charles Private Wealth Services increased its Vanguard Communication Services ETF (VOX) stake by 0.49% in Q2 2026, buying an estimated $7.67K and bringing the position to 8,167 shares worth $1.5M. The position accounts for 0.35% of the portfolio, ranked #54.

One Charles Private Wealth Services first reported a position in VOX in Q3 2021 and has held it in 18 quarters since. The position peaked at $1.65M in Q4 2025. 505 funds tracked by Wall St. Rank hold VOX as of Q2 2026.

  • One Charles Private Wealth Services held 8,167 shares of Vanguard Communication Services ETF worth $1.5M as of Q2 2026.
  • One Charles Private Wealth Services bought 40 Vanguard Communication Services ETF shares in Q2 2026, an estimated $7.67K.
  • Vanguard Communication Services ETF made up 0.35% of One Charles Private Wealth Services's portfolio in Q2 2026, its #54 holding.
  • One Charles Private Wealth Services first reported a position in Vanguard Communication Services ETF in Q3 2021 and has held it in 18 quarters since.
  • One Charles Private Wealth Services's Vanguard Communication Services ETF position peaked at $1.65M in Q4 2025.
  • 505 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2026.

Based on One Charles Private Wealth Services's 13F filing for Q2 2026, filed 15 Jul 2026.