USA Financial Formulas
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USA Financial Formulas’s Vanguard Communication Services ETF VOX Stock Holding History

USA Financial Formulas’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
Q3 		$244K Buy
1,282
+175
+16% +$33K 0.05% 113
2026
Q2 		$204K Sell
1,107
-17
-2% -$3.26K 0.04% 134
2026
Q1 		$202K Sell
1,124
-284
-20% -$54K 0.04% 114
2025
Q4 		$273K Sell
1,408
-197
-12% -$37K 0.05% 106
2025
Q3 		$301K Sell
1,605
-908
-36% -$162K 0.05% 108
2025
Q2 		$430K Buy
2,513
+303
+14% +$46.6K 0.07% 89
2025
Q1 		$328K Sell
2,210
-541
-20% -$86K 0.05% 103
2024
Q4 		$426K Sell
2,751
-612
-18% -$93.4K 0.07% 99
2024
Q3 		$489K Buy
3,363
+140
+4% +$19.3K 0.08% 88
2024
Q2 		$445K Sell
3,223
-513
-14% -$68.2K 0.07% 91
2024
Q1 		$490K Sell
3,736
-983
-21% -$123K 0.08% 101
2023
Q4 		$556K Buy
+4,719
New +$521K 0.1% 82
2022
Q1 		– Sell
-783
Closed -$106K – 494
2021
Q4 		$106K Sell
783
-67
-8% -$9.32K 0.09% 115
2021
Q3 		$120K Sell
850
-171
-17% -$24.8K 0.11% 141
2021
Q2 		$147K Sell
1,021
-36
-3% -$4.96K 0.12% 146
2021
Q1 		$137K Sell
1,057
-397
-27% -$50.6K 0.11% 157
2020
Q4 		$175K Buy
+1,454
New +$162K 0.14% 121
2020
Q1 		– Sell
-2,742
Closed -$258K – 312
2019
Q4 		$258K Sell
2,742
-680
-20% -$61.5K 0.11% 110
2019
Q3 		$297K Sell
3,422
-1,031
-23% -$90.9K 0.12% 114
2019
Q2 		$372K Buy
4,453
+322
+8% +$27.8K 0.19% 66
2019
Q1 		$345K Sell
4,131
-119
-3% -$9.7K 0.22% 64
2018
Q4 		$370K Buy
+4,250
New +$339K 0.09% 173
2018
Q1 		– Sell
-2,243
Closed -$204K – 420
2017
Q4 		$204K Buy
+2,243
New +$202K 0.05% 249
2016
Q3 		– Sell
-38,888
Closed -$3.83M – 300
2016
Q2 		$3.83M Buy
+38,888
New +$3.61M 1.05% 19

Other funds holding VOX

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
KCM Investment Advisors
KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

USA Financial Formulas's VOX Position: Q3 2026 in Review

USA Financial Formulas increased its Vanguard Communication Services ETF (VOX) stake by 16% in Q3 2026, buying an estimated $33K and bringing the position to 1,282 shares worth $244K. The position accounts for 0.05% of the portfolio, ranked #113.

USA Financial Formulas first reported a position in VOX in Q2 2016 and has held it in 24 quarters since. The position peaked at $3.83M in Q2 2016. 401 funds tracked by Wall St. Rank hold VOX as of Q3 2026.

  • USA Financial Formulas held 1,282 shares of Vanguard Communication Services ETF worth $244K as of Q3 2026.
  • USA Financial Formulas bought 175 Vanguard Communication Services ETF shares in Q3 2026, an estimated $33K.
  • Vanguard Communication Services ETF made up 0.05% of USA Financial Formulas's portfolio in Q3 2026, its #113 holding.
  • USA Financial Formulas first reported a position in Vanguard Communication Services ETF in Q2 2016 and has held it in 24 quarters since.
  • USA Financial Formulas's Vanguard Communication Services ETF position peaked at $3.83M in Q2 2016.
  • 401 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q3 2026.

Based on USA Financial Formulas's 13F filing for Q3 2026, filed 16 Oct 2026.