Pinnacle Wealth Planning Services’s Vanguard Communication Services ETF VOX Stock Holding History

Pinnacle Wealth Planning 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	$26.7K	Hold	145	–	–	﹤0.01%	1650
2026 Q1	$26.1K	Sell	145 -55	-28%	-$10.5K	﹤0.01%	1552
2025 Q4	$38.7K	Buy	+200	New	+$37.5K	﹤0.01%	1379
2021 Q1	–	Sell	-110	Closed	-$13K	–	1899
2020 Q4	$13K	Buy	+110	New	+$12.3K	﹤0.01%	1319

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

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

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Pinnacle Wealth Planning Services's VOX Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Vanguard Communication Services ETF (VOX) position steady in Q2 2026 at 145 shares worth $26.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1650.

Pinnacle Wealth Planning Services first reported a position in VOX in Q4 2020 and has held it in 4 quarters since. The position peaked at $38.7K in Q4 2025. 505 funds tracked by Wall St. Rank hold VOX as of Q2 2026.

Pinnacle Wealth Planning Services held 145 shares of Vanguard Communication Services ETF worth $26.7K as of Q2 2026.
Pinnacle Wealth Planning Services left its Vanguard Communication Services ETF share count unchanged in Q2 2026.
Vanguard Communication Services ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1650 holding.
Pinnacle Wealth Planning Services first reported a position in Vanguard Communication Services ETF in Q4 2020 and has held it in 4 quarters since.
Pinnacle Wealth Planning Services's Vanguard Communication Services ETF position peaked at $38.7K in Q4 2025.
505 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.