UCFA
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United Capital Financial Advisors’s Vanguard Communication Services ETF VOX Stock Holding History

United Capital Financial Advisors’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
Q1 		$506K Buy
2,810
+9
+0.3% +$1.71K ﹤0.01% 1067
2025
Q4 		$542K Buy
+2,801
New +$526K ﹤0.01% 934
2023
Q1 		– Sell
-3,379
Closed -$278K – 1079
2022
Q4 		$278K Sell
3,379
-97
-3% -$8.18K ﹤0.01% 900
2022
Q3 		$286K Buy
3,476
+255
+8% +$24.3K ﹤0.01% 922
2022
Q2 		$303K Buy
3,221
+60
+2% +$6.24K ﹤0.01% 939
2022
Q1 		$379K Sell
3,161
-7
-0.2% -$858 ﹤0.01% 921
2021
Q4 		$429K Buy
3,168
+84
+3% +$11.7K ﹤0.01% 911
2021
Q3 		$434K Buy
3,084
+406
+15% +$59K ﹤0.01% 900
2021
Q2 		$385K Buy
2,678
+502
+23% +$69.1K ﹤0.01% 951
2021
Q1 		$283K Sell
2,176
-136
-6% -$17.3K ﹤0.01% 1000
2020
Q4 		$278K Sell
2,312
-133
-5% -$14.8K ﹤0.01% 1026
2020
Q3 		$249K Buy
2,445
+1
+0% +$102 ﹤0.01% 1014
2020
Q2 		$227K Sell
2,444
-434
-15% -$38.4K ﹤0.01% 1066
2020
Q1 		$219K Sell
2,878
-145
-5% -$13.1K ﹤0.01% 1047
2019
Q4 		$284K Sell
3,023
-147
-5% -$13.3K ﹤0.01% 1159
2019
Q3 		$275K Buy
+3,170
New +$279K ﹤0.01% 1104
2019
Q2 		– Sell
-3,269
Closed -$273K – 1497
2019
Q1 		$273K Sell
3,269
-255
-7% -$20.8K ﹤0.01% 1161
2018
Q4 		$261K Sell
3,524
-8,276
-70% -$661K ﹤0.01% 1114
2018
Q3 		$1.03M Buy
11,800
+7,619
+182% +$657K 0.01% 775
2018
Q2 		$355K Sell
4,181
-405,238
-99% -$34.4M ﹤0.01% 1031
2018
Q1 		$34.3M Sell
409,419
-1,730
-0.4% -$153K 0.26% 87
2017
Q4 		$37.5M Buy
411,149
+406,774
+9,298% +$36.6M 0.3% 73
2017
Q3 		$404K Buy
4,375
+480
+12% +$44.3K ﹤0.01% 1026
2017
Q2 		$358K Sell
3,895
-431,862
-99% -$41M ﹤0.01% 1019
2017
Q1 		$41.3M Buy
435,757
+239,853
+122% +$23.6M 0.39% 56
2016
Q4 		$19.6M Buy
195,904
+174,707
+824% +$16.5M 0.19% 111
2016
Q3 		$2M Buy
+21,197
New +$2.06M 0.02% 589
2016
Q2 		– Sell
-336,399
Closed -$31.2M – 1291
2016
Q1 		$31.2M Buy
+336,399
New +$28.9M 0.34% 54
2015
Q3 		– Sell
-12,831
Closed -$1.12M – 1318
2015
Q2 		$1.12M Sell
12,831
-3,331
-21% -$295K 0.01% 708
2015
Q1 		$1.45M Sell
16,162
-3,421
-17% -$296K 0.02% 638
2014
Q4 		$1.66M Sell
19,583
-3,292
-14% -$285K 0.02% 521
2014
Q3 		$2M Sell
22,875
-3,051
-12% -$269K 0.03% 439
2014
Q2 		$2.28M Sell
25,926
-4,584
-15% -$394K 0.04% 390
2014
Q1 		$2.6M Sell
30,510
-3,462
-10% -$284K 0.06% 315
2013
Q4 		$2.84M Sell
33,972
-9,064
-21% -$761K 0.1% 196
2013
Q3 		$3.48M Sell
43,036
-12,445
-22% -$1.01M 0.11% 180
2013
Q2 		$4.38M Buy
+55,481
New +$4.36M 0.12% 211

Other funds holding VOX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

United Capital Financial Advisors's VOX Position: Q1 2026 in Review

United Capital Financial Advisors increased its Vanguard Communication Services ETF (VOX) stake by 0.32% in Q1 2026, buying an estimated $1.71K and bringing the position to 2,810 shares worth $506K. The position accounts for ﹤0.01% of the portfolio, ranked #1067.

United Capital Financial Advisors first reported a position in VOX in Q2 2013 and has held it in 37 quarters since. The position peaked at $41.3M in Q1 2017. 497 funds tracked by Wall St. Rank hold VOX as of Q1 2026.

  • United Capital Financial Advisors held 2,810 shares of Vanguard Communication Services ETF worth $506K as of Q1 2026.
  • United Capital Financial Advisors bought 9 Vanguard Communication Services ETF shares in Q1 2026, an estimated $1.71K.
  • Vanguard Communication Services ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1067 holding.
  • United Capital Financial Advisors first reported a position in Vanguard Communication Services ETF in Q2 2013 and has held it in 37 quarters since.
  • United Capital Financial Advisors's Vanguard Communication Services ETF position peaked at $41.3M in Q1 2017.
  • 497 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.