Root Financial Partners
VOX icon

Root Financial Partners’s Vanguard Communication Services ETF VOX Stock Holding History

Root Financial Partners’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
Q3 		$46.7K Buy
+245
New +$46.2K ﹤0.01% 1124
2026
Q2 		– Sell
-245
Closed -$44.1K – 3113
2026
Q1 		$44.1K Hold
245
– – ﹤0.01% 930
2025
Q4 		$47.4K Buy
245
+130
+113% +$24.4K ﹤0.01% 740
2025
Q3 		$21.5K Buy
+115
New +$20.5K ﹤0.01% 1084

Other funds holding VOX

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return
KCM Investment Advisors
KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Root Financial Partners's VOX Position: Q3 2026 in Review

Root Financial Partners opened a new position in Vanguard Communication Services ETF (VOX) in Q3 2026: 245 shares worth $46.7K. The stake represents ﹤0.01% of the portfolio and ranks #1124 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in VOX as recently as Q1 2026.

Root Financial Partners first reported a position in VOX in Q3 2025 and has held it in 4 quarters since. The position peaked at $47.4K in Q4 2025. 467 funds tracked by Wall St. Rank hold VOX as of Q3 2026.

  • Root Financial Partners held 245 shares of Vanguard Communication Services ETF worth $46.7K as of Q3 2026.
  • Vanguard Communication Services ETF was a new Root Financial Partners position in Q3 2026.
  • Vanguard Communication Services ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1124 holding.
  • Root Financial Partners first reported a position in Vanguard Communication Services ETF in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Vanguard Communication Services ETF position peaked at $47.4K in Q4 2025.
  • 467 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.