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SWMG LLC’s Vanguard Communication Services ETF VOX Stock Holding History

SWMG LLC’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 		$299K Sell
1,566
-21
-1% -$4.03K 0.07% 82
2026
Q1 		$285K Buy
1,587
+17
+1% +$3.23K 0.08% 93
2025
Q4 		$300K Sell
1,570
-535
-25% -$100K 0.08% 93
2025
Q3 		$390K Sell
2,105
-328
-13% -$58.6K 0.12% 77
2025
Q2 		$420K Buy
2,433
+479
+25% +$73.7K 0.14% 83
2025
Q1 		$285K Sell
1,954
-325
-14% -$51.6K 0.11% 98
2024
Q4 		$365K Sell
2,279
-20
-0.9% -$3.05K 0.15% 88
2024
Q3 		$356K Buy
2,299
+41
+2% +$5.66K 0.15% 91
2024
Q2 		$312K Sell
2,258
-17
-0.7% -$2.26K 0.14% 76
2024
Q1 		$299K Sell
2,275
-66
-3% -$8.28K 0.13% 85
2023
Q4 		$276K Sell
2,341
-25
-1% -$2.76K 0.13% 86
2023
Q3 		$249K Sell
2,366
-813
-26% -$88K 0.13% 87
2023
Q2 		$338K Sell
3,179
-248
-7% -$24.9K 0.18% 64
2023
Q1 		$331K Buy
3,427
+314
+10% +$28.9K 0.18% 65
2022
Q4 		$256K Buy
3,113
+333
+12% +$28.1K 0.15% 71
2022
Q3 		$229K Buy
+2,780
New +$265K 0.15% 67

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

SWMG LLC's VOX Position: Q2 2026 in Review

SWMG LLC reduced its Vanguard Communication Services ETF (VOX) stake by 1.3% in Q2 2026, selling an estimated $4.03K and leaving 1,566 shares worth $299K. The position accounts for 0.07% of the portfolio, ranked #82.

SWMG LLC first reported a position in VOX in Q3 2022 and has held it in 16 quarters since. The position peaked at $420K in Q2 2025. 505 funds tracked by Wall St. Rank hold VOX as of Q2 2026.

  • SWMG LLC held 1,566 shares of Vanguard Communication Services ETF worth $299K as of Q2 2026.
  • SWMG LLC sold 21 Vanguard Communication Services ETF shares in Q2 2026, an estimated $4.03K.
  • Vanguard Communication Services ETF made up 0.07% of SWMG LLC's portfolio in Q2 2026, its #82 holding.
  • SWMG LLC first reported a position in Vanguard Communication Services ETF in Q3 2022 and has held it in 16 quarters since.
  • SWMG LLC's Vanguard Communication Services ETF position peaked at $420K in Q2 2025.
  • 505 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2026.

Based on SWMG LLC's 13F filing for Q2 2026, filed 15 Jul 2026.