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Summit Financial’s Vanguard Communication Services ETF VOX Stock Holding History

Summit Financial’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 		$1.83M Buy
9,942
+10
+0.1% +$1.92K 0.02% 659
2026
Q1 		$1.79M Sell
9,932
-549
-5% -$104K 0.02% 606
2025
Q4 		$2.03M Sell
10,481
-7,133
-40% -$1.34M 0.03% 490
2025
Q3 		$3.31M Buy
17,614
+525
+3% +$93.8K 0.05% 350
2025
Q2 		$2.92M Buy
17,089
+12,139
+245% +$1.87M 0.07% 236
2025
Q1 		$735K Buy
4,950
+2,329
+89% +$370K 0.02% 432
2024
Q4 		$406K Hold
2,621
– – 0.01% 480
2024
Q3 		$382K Buy
+2,621
New +$362K 0.02% 419

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

Summit Financial's VOX Position: Q2 2026 in Review

Summit Financial increased its Vanguard Communication Services ETF (VOX) stake by 0.1% in Q2 2026, buying an estimated $1.92K and bringing the position to 9,942 shares worth $1.83M. The position accounts for 0.02% of the portfolio, ranked #659.

Summit Financial first reported a position in VOX in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.31M in Q3 2025. 505 funds tracked by Wall St. Rank hold VOX as of Q2 2026.

  • Summit Financial held 9,942 shares of Vanguard Communication Services ETF worth $1.83M as of Q2 2026.
  • Summit Financial bought 10 Vanguard Communication Services ETF shares in Q2 2026, an estimated $1.92K.
  • Vanguard Communication Services ETF made up 0.02% of Summit Financial's portfolio in Q2 2026, its #659 holding.
  • Summit Financial first reported a position in Vanguard Communication Services ETF in Q3 2024 and has held it in 8 quarters since.
  • Summit Financial's Vanguard Communication Services ETF position peaked at $3.31M in Q3 2025.
  • 505 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.