Optimist Retirement Group’s Vanguard Communication Services ETF VOX Stock Holding History

Optimist Retirement Group’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 Q1	–	Sell	-1,286	Closed	-$249K	–	128
2025 Q4	$249K	Buy	1,286 +3	+0.2%	+$563	0.11%	95
2025 Q3	$241K	Buy	1,283 +1	+0.1%	+$179	0.11%	105
2025 Q2	$219K	Sell	1,282 -200	-13%	-$30.8K	0.11%	109
2025 Q1	$220K	Buy	1,482 +2	+0.1%	+$318	0.11%	110
2024 Q4	$229K	Buy	1,480 +4	+0.3%	+$611	0.11%	106
2024 Q3	$215K	Buy	1,476 +2	+0.1%	+$276	0.1%	119
2024 Q2	$204K	Buy	+1,474	New	+$196K	0.11%	111

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

Goldman Sachs New York $1.15T AUM 47.82% 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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Optimist Retirement Group's VOX Position: Q1 2026 in Review

Optimist Retirement Group sold out of Vanguard Communication Services ETF (VOX) in Q1 2026, closing a stake of 1,286 shares — an estimated $249K sold.

Optimist Retirement Group first reported a position in VOX in Q2 2024 and held it in 7 quarters. The position peaked at $249K in Q4 2025. 500 funds tracked by Wall St. Rank hold VOX as of Q1 2026.

Optimist Retirement Group reported no remaining Vanguard Communication Services ETF position as of Q1 2026 after selling out during the quarter.
Optimist Retirement Group sold 1,286 Vanguard Communication Services ETF shares in Q1 2026, an estimated $249K.
Optimist Retirement Group first reported a position in Vanguard Communication Services ETF in Q2 2024 and held it in 7 quarters.
Optimist Retirement Group's Vanguard Communication Services ETF position peaked at $249K in Q4 2025.
500 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2026.

Based on Optimist Retirement Group's 13F filing for Q1 2026, filed 11 May 2026.