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Patriot Financial Group Insurance Agency’s Vanguard Communication Services ETF VOX Stock Holding History

Patriot Financial Group Insurance Agency’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 		– Sell
-1,198
Closed -$216K – 688
2026
Q1 		$216K Buy
+1,198
New +$228K 0.01% 648
2024
Q3 		– Sell
-1,498
Closed -$207K – 531
2024
Q2 		$207K Buy
+1,498
New +$199K 0.03% 443
2024
Q1 		– Sell
-1,722
Closed -$203K – 517
2023
Q4 		$203K Buy
+1,722
New +$190K 0.04% 427
2023
Q3 		– Sell
-2,058
Closed -$219K – 496
2023
Q2 		$219K Sell
2,058
-937
-31% -$94K 0.04% 413
2023
Q1 		$290K Buy
+2,995
New +$276K 0.06% 344
2022
Q3 		– Sell
-3
Closed – – 1906
2022
Q2 		$0 Hold
3
– – ﹤0.01% 2184
2022
Q1 		$0 Hold
3
– – ﹤0.01% 2252
2021
Q4 		$0 Hold
3
– – ﹤0.01% 2266
2021
Q3 		$0 Sell
3
-85
-97% -$12.4K ﹤0.01% 2249
2021
Q2 		$13K Buy
88
+85
+2,833% +$11.7K ﹤0.01% 1349
2021
Q1 		$0 Sell
3
-129
-98% -$16.4K ﹤0.01% 2082
2020
Q4 		$16K Sell
132
-8
-6% -$893 ﹤0.01% 1066
2020
Q3 		$14K Buy
140
+137
+4,567% +$13.9K ﹤0.01% 933
2020
Q2 		$0 Hold
3
– – ﹤0.01% 1851
2020
Q1 		$0 Sell
3
-153
-98% -$13.8K ﹤0.01% 1756
2019
Q4 		$15K Sell
156
-15
-9% -$1.36K 0.01% 753
2019
Q3 		$15K Buy
171
+157
+1,121% +$13.8K 0.01% 722
2019
Q2 		$1K Buy
14
+11
+367% +$951 ﹤0.01% 1357
2019
Q1 		$0 Hold
3
– – ﹤0.01% 1317
2018
Q4 		$0 Sell
3
-8
-73% -$639 ﹤0.01% 1118
2018
Q3 		$1K Hold
11
– – ﹤0.01% 955
2018
Q2 		$1K Sell
11
-63
-85% -$5.34K ﹤0.01% 562
2018
Q1 		$6K Sell
74
-10
-12% -$885 ﹤0.01% 704
2017
Q4 		$7K Buy
84
+40
+91% +$3.6K 0.01% 663
2017
Q3 		$4K Hold
44
– – ﹤0.01% 754
2017
Q2 		$4K Buy
+44
New +$4.17K ﹤0.01% 737

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

Patriot Financial Group Insurance Agency's VOX Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of Vanguard Communication Services ETF (VOX) in Q2 2026, closing a stake of 1,198 shares — an estimated $216K sold.

Patriot Financial Group Insurance Agency first reported a position in VOX in Q2 2017 and held it in 26 quarters. The position peaked at $290K in Q1 2023. 505 funds tracked by Wall St. Rank hold VOX as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining Vanguard Communication Services ETF position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1,198 Vanguard Communication Services ETF shares in Q2 2026, an estimated $216K.
  • Patriot Financial Group Insurance Agency first reported a position in Vanguard Communication Services ETF in Q2 2017 and held it in 26 quarters.
  • Patriot Financial Group Insurance Agency's Vanguard Communication Services ETF position peaked at $290K in Q1 2023.
  • 505 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.