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

Stonebridge Financial Planning 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	$1.05M	Buy	5,681 +3,466	+156%	+$665K	0.33%	89
2026 Q1	$398K	Buy	+2,215	New	+$421K	0.15%	132
2022 Q1	–	Sell	-1,605	Closed	-$199K	–	358
2021 Q4	$199K	Sell	1,605 -375	-19%	-$52.2K	0.1%	121
2021 Q3	$284K	Buy	1,980 +1,855	+1,484%	+$270K	0.14%	105
2021 Q2	$18K	Hold	125	–	–	0.01%	309
2021 Q1	$17K	Hold	125	–	–	0.01%	318
2020 Q4	$15K	Hold	125	–	–	0.01%	299
2020 Q3	$13K	Hold	125	–	–	0.01%	300
2020 Q2	$12K	Sell	125 -140	-53%	-$12.4K	0.01%	299
2020 Q1	$21K	Buy	265 +125	+89%	+$11.3K	0.02%	245
2019 Q4	$13K	Buy	+140	New	+$12.7K	0.01%	276

Other funds holding VOX

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Stonebridge Financial Planning Group's VOX Position: Q2 2026 in Review

Stonebridge Financial Planning Group increased its Vanguard Communication Services ETF (VOX) stake by 156% in Q2 2026, buying an estimated $665K and bringing the position to 5,681 shares worth $1.05M. The position accounts for 0.33% of the portfolio, ranked #89.

Stonebridge Financial Planning Group first reported a position in VOX in Q4 2019 and has held it in 11 quarters since. 505 funds tracked by Wall St. Rank hold VOX as of Q2 2026.

Stonebridge Financial Planning Group held 5,681 shares of Vanguard Communication Services ETF worth $1.05M as of Q2 2026.
Stonebridge Financial Planning Group bought 3,466 Vanguard Communication Services ETF shares in Q2 2026, an estimated $665K.
Vanguard Communication Services ETF made up 0.33% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #89 holding.
Stonebridge Financial Planning Group first reported a position in Vanguard Communication Services ETF in Q4 2019 and has held it in 11 quarters since.
505 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.