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Robertson Stephens Wealth Management’s Vanguard Communication Services ETF VOX Stock Holding History

Robertson Stephens Wealth Management’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 		$1.66M Sell
9,031
-1,382
-13% -$265K 0.04% 234
2026
Q1 		$1.87M Sell
10,413
-1,946
-16% -$370K 0.05% 215
2025
Q4 		$2.39M Sell
12,359
-23
-0.2% -$4.32K 0.06% 194
2025
Q3 		$2.32M Buy
12,382
+3,166
+34% +$565K 0.07% 170
2025
Q2 		$1.58M Sell
9,216
-330
-3% -$50.7K 0.05% 216
2025
Q1 		$1.42M Sell
9,546
-159
-2% -$25.3K 0.05% 225
2024
Q4 		$1.5M Sell
9,705
-3,359
-26% -$513K 0.05% 222
2024
Q3 		$1.91M Buy
13,064
+1
+0% +$138 0.07% 199
2024
Q2 		$1.81M Buy
13,063
+227
+2% +$30.2K 0.09% 158
2024
Q1 		$1.68M Buy
12,836
+5,990
+87% +$752K 0.09% 175
2023
Q4 		$806K Sell
6,846
-35
-0.5% -$3.86K 0.05% 245
2023
Q3 		$726K Sell
6,881
-70
-1% -$7.57K 0.05% 250
2023
Q2 		$741K Sell
6,951
-335
-5% -$33.6K 0.05% 225
2023
Q1 		$704K Buy
7,286
+440
+6% +$40.6K 0.05% 243
2022
Q4 		$563K Buy
+6,846
New +$577K 0.05% 249

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

Robertson Stephens Wealth Management's VOX Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Vanguard Communication Services ETF (VOX) stake by 13% in Q2 2026, selling an estimated $265K and leaving 9,031 shares worth $1.66M. The position accounts for 0.04% of the portfolio, ranked #234.

Robertson Stephens Wealth Management first reported a position in VOX in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.39M in Q4 2025. 505 funds tracked by Wall St. Rank hold VOX as of Q2 2026.

  • Robertson Stephens Wealth Management held 9,031 shares of Vanguard Communication Services ETF worth $1.66M as of Q2 2026.
  • Robertson Stephens Wealth Management sold 1,382 Vanguard Communication Services ETF shares in Q2 2026, an estimated $265K.
  • Vanguard Communication Services ETF made up 0.04% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #234 holding.
  • Robertson Stephens Wealth Management first reported a position in Vanguard Communication Services ETF in Q4 2022 and has held it in 15 quarters since.
  • Robertson Stephens Wealth Management's Vanguard Communication Services ETF position peaked at $2.39M in Q4 2025.
  • 505 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.