SWM
VOX icon

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

Spire 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
Q2 		$311K Sell
1,688
-479
-22% -$91.8K 0.01% 662
2026
Q1 		$390K Sell
2,167
-390
-15% -$74.1K 0.01% 600
2025
Q4 		$495K Sell
2,557
-1,160
-31% -$218K 0.02% 547
2025
Q3 		$698K Sell
3,717
-1,221
-25% -$218K 0.02% 450
2025
Q2 		$845K Sell
4,938
-1,489
-23% -$229K 0.03% 392
2025
Q1 		$954K Sell
6,427
-1,023
-14% -$163K 0.03% 413
2024
Q4 		$1.15M Buy
7,450
+228
+3% +$34.8K 0.04% 356
2024
Q3 		$1.05M Sell
7,222
-1,480
-17% -$204K 0.04% 369
2024
Q2 		$1.2M Sell
8,702
-1,146
-12% -$152K 0.04% 309
2024
Q1 		$1.29M Buy
9,848
+607
+7% +$76.2K 0.02% 320
2023
Q4 		$1.12M Sell
9,241
-140
-1% -$15.5K 0.04% 339
2023
Q3 		$987K Buy
9,381
+4,746
+102% +$513K 0.04% 331
2023
Q2 		$493K Buy
4,635
+3,106
+203% +$312K 0.02% 491
2023
Q1 		$148K Buy
1,529
+683
+81% +$63K 0.01% 826
2022
Q4 		$70K Sell
846
-132
-13% -$11.1K ﹤0.01% 869
2022
Q3 		$81K Sell
978
-1,082
-53% -$103K ﹤0.01% 784
2022
Q2 		$194K Sell
2,060
-406
-16% -$42.2K 0.01% 780
2022
Q1 		$296K Sell
2,466
-364
-13% -$44.6K 0.01% 729
2021
Q4 		$384K Sell
2,830
-1,727
-38% -$240K 0.01% 796
2021
Q3 		$641K Sell
4,557
-650
-12% -$94.5K 0.02% 528
2021
Q2 		$749K Sell
5,207
-541
-9% -$74.5K 0.02% 497
2021
Q1 		$747K Buy
+5,748
New +$732K 0.02% 536

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

Spire Wealth Management's VOX Position: Q2 2026 in Review

Spire Wealth Management reduced its Vanguard Communication Services ETF (VOX) stake by 22% in Q2 2026, selling an estimated $91.8K and leaving 1,688 shares worth $311K. The position accounts for 0.01% of the portfolio, ranked #662.

Spire Wealth Management first reported a position in VOX in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.29M in Q1 2024. 505 funds tracked by Wall St. Rank hold VOX as of Q2 2026.

  • Spire Wealth Management held 1,688 shares of Vanguard Communication Services ETF worth $311K as of Q2 2026.
  • Spire Wealth Management sold 479 Vanguard Communication Services ETF shares in Q2 2026, an estimated $91.8K.
  • Vanguard Communication Services ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #662 holding.
  • Spire Wealth Management first reported a position in Vanguard Communication Services ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Vanguard Communication Services ETF position peaked at $1.29M in Q1 2024.
  • 505 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.