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

SHP 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
Q1 		$51.8K Hold
288
– – ﹤0.01% 483
2025
Q4 		$55.8K Buy
+288
New +$54K ﹤0.01% 452

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 $1.56T 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 $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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 $424B AUM 22.96% 1-Year Est. Return

SHP Wealth Management's VOX Position: Q1 2026 in Review

SHP Wealth Management held its Vanguard Communication Services ETF (VOX) position steady in Q1 2026 at 288 shares worth $51.8K. The position accounts for ﹤0.01% of the portfolio, ranked #483.

SHP Wealth Management first reported a position in VOX in Q4 2025 and has held it in 2 quarters since. The position peaked at $55.8K in Q4 2025. 498 funds tracked by Wall St. Rank hold VOX as of Q1 2026.

  • SHP Wealth Management held 288 shares of Vanguard Communication Services ETF worth $51.8K as of Q1 2026.
  • SHP Wealth Management left its Vanguard Communication Services ETF share count unchanged in Q1 2026.
  • Vanguard Communication Services ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #483 holding.
  • SHP Wealth Management first reported a position in Vanguard Communication Services ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Vanguard Communication Services ETF position peaked at $55.8K in Q4 2025.
  • 498 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.