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Simplicity Wealth’s Vanguard Communication Services ETF VOX Stock Holding History

Simplicity Wealth’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 		$437K Buy
+2,375
New +$455K 0.01% 696
2024
Q3 		– Sell
-9,507
Closed -$1.31M – 1195
2024
Q2 		$1.31M Sell
9,507
-2,379
-20% -$316K 0.03% 447
2024
Q1 		$1.56M Buy
+11,886
New +$1.49M 0.04% 404

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

Simplicity Wealth's VOX Position: Q2 2026 in Review

Simplicity Wealth opened a new position in Vanguard Communication Services ETF (VOX) in Q2 2026: 2,375 shares worth $437K. The stake represents 0.01% of the portfolio and ranks #696 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in VOX as recently as Q2 2024.

Simplicity Wealth first reported a position in VOX in Q1 2024 and has held it in 3 quarters since. The position peaked at $1.56M in Q1 2024. 505 funds tracked by Wall St. Rank hold VOX as of Q2 2026.

  • Simplicity Wealth held 2,375 shares of Vanguard Communication Services ETF worth $437K as of Q2 2026.
  • Vanguard Communication Services ETF was a new Simplicity Wealth position in Q2 2026.
  • Vanguard Communication Services ETF made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #696 holding.
  • Simplicity Wealth first reported a position in Vanguard Communication Services ETF in Q1 2024 and has held it in 3 quarters since.
  • Simplicity Wealth's Vanguard Communication Services ETF position peaked at $1.56M in Q1 2024.
  • 505 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.