SageGuard Financial Group’s Vanguard Communication Services ETF VOX Stock Holding History

SageGuard Financial Group’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	$443K	Sell	2,409 -622	-21%	-$119K	0.06%	146
2026 Q1	$545K	Sell	3,031 -18	-0.6%	-$3.42K	0.08%	116
2025 Q4	$590K	Buy	+3,049	New	+$572K	0.09%	105
2021 Q3	–	Sell	-8,260	Closed	-$1.19M	–	124
2021 Q2	$1.19M	Buy	8,260 +408	+5%	+$56.2K	0.54%	49
2021 Q1	$1.02M	Buy	7,852 +522	+7%	+$66.5K	0.48%	53
2020 Q4	$864K	Buy	+7,330	New	+$818K	0.42%	56

Other funds holding VOX

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

SageGuard Financial Group's VOX Position: Q2 2026 in Review

SageGuard Financial Group reduced its Vanguard Communication Services ETF (VOX) stake by 21% in Q2 2026, selling an estimated $119K and leaving 2,409 shares worth $443K. The position accounts for 0.06% of the portfolio, ranked #146.

SageGuard Financial Group first reported a position in VOX in Q4 2020 and has held it in 6 quarters since. The position peaked at $1.19M in Q2 2021. 308 funds tracked by Wall St. Rank hold VOX as of Q2 2026.

SageGuard Financial Group held 2,409 shares of Vanguard Communication Services ETF worth $443K as of Q2 2026.
SageGuard Financial Group sold 622 Vanguard Communication Services ETF shares in Q2 2026, an estimated $119K.
Vanguard Communication Services ETF made up 0.06% of SageGuard Financial Group's portfolio in Q2 2026, its #146 holding.
SageGuard Financial Group first reported a position in Vanguard Communication Services ETF in Q4 2020 and has held it in 6 quarters since.
SageGuard Financial Group's Vanguard Communication Services ETF position peaked at $1.19M in Q2 2021.
308 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.