RPGK
VOX icon

Retirement Planning Group (Kansas)’s Vanguard Communication Services ETF VOX Stock Holding History

Retirement Planning Group (Kansas)’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 		$5.28M Buy
29,368
+1,843
+7% +$350K 0.16% 62
2025
Q4 		$5.33M Buy
27,525
+21,160
+332% +$3.97M 0.18% 53
2025
Q3 		$1.19M Buy
6,365
+1,985
+45% +$354K 0.04% 164
2025
Q2 		$749K Buy
+4,380
New +$674K 0.03% 177
2025
Q1 		– Sell
-1,591
Closed -$247K – 318
2024
Q4 		$247K Buy
+1,591
New +$243K 0.01% 253
2023
Q4 		– Sell
-4,443
Closed -$467K – 197
2023
Q3 		$467K Sell
4,443
-29
-0.6% -$3.14K 0.05% 103
2023
Q2 		$475K Buy
+4,472
New +$449K 0.05% 105

Other funds holding VOX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return