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Pinnacle Associates’s Vanguard Communication Services ETF VOX Stock Holding History

Pinnacle Associates’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 		$4.28M Sell
23,280
-563
-2% -$108K 0.05% 299
2026
Q1 		$4.29M Buy
23,843
+3,837
+19% +$729K 0.06% 283
2025
Q4 		$3.87M Sell
20,006
-1,991
-9% -$374K 0.05% 280
2025
Q3 		$4.13M Sell
21,997
-1,707
-7% -$305K 0.05% 274
2025
Q2 		$4.05M Hold
23,704
– – 0.06% 268
2025
Q1 		$3.52M Sell
23,704
-594
-2% -$94.4K 0.05% 285
2024
Q4 		$3.77M Buy
24,298
+625
+3% +$95.4K 0.05% 274
2024
Q3 		$2.79M Buy
23,673
+75
+0.3% +$10.4K 0.05% 309
2024
Q2 		$3.26M Hold
23,598
– – 0.05% 290
2024
Q1 		$3.1M Sell
23,598
-75
-0.3% -$9.41K 0.05% 304
2023
Q4 		$2.79M Sell
23,673
-149
-0.6% -$16.5K 0.05% 313
2023
Q3 		$2.51M Sell
23,822
-522
-2% -$56.5K 0.05% 320
2023
Q2 		$2.59M Buy
+24,344
New +$2.44M 0.04% 317
2020
Q1 		– Sell
-14,861
Closed -$1.4M – 730
2019
Q4 		$1.4M Buy
14,861
+10,993
+284% +$994K 0.03% 355
2019
Q3 		$335K Buy
+3,868
New +$341K 0.01% 586

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

Pinnacle Associates's VOX Position: Q2 2026 in Review

Pinnacle Associates reduced its Vanguard Communication Services ETF (VOX) stake by 2.4% in Q2 2026, selling an estimated $108K and leaving 23,280 shares worth $4.28M. The position accounts for 0.05% of the portfolio, ranked #299.

Pinnacle Associates first reported a position in VOX in Q3 2019 and has held it in 15 quarters since. The position peaked at $4.29M in Q1 2026. 505 funds tracked by Wall St. Rank hold VOX as of Q2 2026.

  • Pinnacle Associates held 23,280 shares of Vanguard Communication Services ETF worth $4.28M as of Q2 2026.
  • Pinnacle Associates sold 563 Vanguard Communication Services ETF shares in Q2 2026, an estimated $108K.
  • Vanguard Communication Services ETF made up 0.05% of Pinnacle Associates's portfolio in Q2 2026, its #299 holding.
  • Pinnacle Associates first reported a position in Vanguard Communication Services ETF in Q3 2019 and has held it in 15 quarters since.
  • Pinnacle Associates's Vanguard Communication Services ETF position peaked at $4.29M in Q1 2026.
  • 505 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.