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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
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

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

Root Financial Partners's VOX Position: Q2 2026 in Review

Root Financial Partners sold out of Vanguard Communication Services ETF (VOX) in Q2 2026, closing a stake of 245 shares — an estimated $44.1K sold.

Root Financial Partners first reported a position in VOX in Q3 2025 and held it in 3 quarters. The position peaked at $47.4K in Q4 2025. 505 funds tracked by Wall St. Rank hold VOX as of Q2 2026.

  • Root Financial Partners reported no remaining Vanguard Communication Services ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 245 Vanguard Communication Services ETF shares in Q2 2026, an estimated $44.1K.
  • Root Financial Partners first reported a position in Vanguard Communication Services ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Vanguard Communication Services ETF position peaked at $47.4K in Q4 2025.
  • 505 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.