VFA
VOX icon

Valeo Financial Advisors’s Vanguard Communication Services ETF VOX Stock Holding History

Valeo 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
Q3 		$1.29M Sell
6,759
-654
-9% -$123K 0.03% 263
2026
Q2 		$1.36M Buy
7,413
+100
+1% +$19.2K 0.03% 251
2026
Q1 		$1.32M Hold
7,313
– – 0.03% 224
2025
Q4 		$1.42M Buy
7,313
+28
+0.4% +$5.25K 0.03% 232
2025
Q3 		$1.37M Sell
7,285
-1,465
-17% -$262K 0.03% 235
2025
Q2 		$1.5M Buy
8,750
+4,373
+100% +$672K 0.04% 209
2025
Q1 		$650K Buy
4,377
+25
+0.6% +$3.97K 0.02% 344
2024
Q4 		$674K Sell
4,352
-109
-2% -$16.6K 0.02% 342
2024
Q3 		$649K Sell
4,461
-26
-0.6% -$3.59K 0.02% 349
2024
Q2 		$620K Buy
+4,487
New +$596K 0.02% 327
2021
Q2 		– Sell
-126
Closed -$16K – 1794
2021
Q1 		$16K Hold
126
– – ﹤0.01% 1242
2020
Q4 		$15K Hold
126
– – ﹤0.01% 1109
2020
Q3 		$13K Hold
126
– – ﹤0.01% 1030
2020
Q2 		$12K Sell
126
-221
-64% -$19.6K ﹤0.01% 1240
2020
Q1 		$28K Buy
347
+158
+84% +$14.3K ﹤0.01% 790
2019
Q4 		$18K Hold
189
– – ﹤0.01% 948
2019
Q3 		$16K Hold
189
– – ﹤0.01% 911
2019
Q2 		$16K Hold
189
– – ﹤0.01% 914
2019
Q1 		$16K Hold
189
– – ﹤0.01% 849
2018
Q4 		$14K Hold
189
– – ﹤0.01% 805
2018
Q3 		$15K Hold
189
– – ﹤0.01% 859
2018
Q2 		$16K Hold
189
– – ﹤0.01% 833
2018
Q1 		$16K Hold
189
– – ﹤0.01% 801
2017
Q4 		$17K Buy
189
+105
+125% +$9.45K ﹤0.01% 716
2017
Q3 		$8K Buy
+84
New +$7.75K ﹤0.01% 767

Other funds holding VOX

AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
PBK
Peoples Bank (Kansas) Pratt, Kansas $103M AUM 16.02% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return

Valeo Financial Advisors's VOX Position: Q3 2026 in Review

Valeo Financial Advisors reduced its Vanguard Communication Services ETF (VOX) stake by 8.8% in Q3 2026, selling an estimated $123K and leaving 6,759 shares worth $1.29M. The position accounts for 0.03% of the portfolio, ranked #263.

Valeo Financial Advisors first reported a position in VOX in Q3 2017 and has held it in 25 quarters since. The position peaked at $1.5M in Q2 2025. 22 funds tracked by Wall St. Rank hold VOX as of Q3 2026.

  • Valeo Financial Advisors held 6,759 shares of Vanguard Communication Services ETF worth $1.29M as of Q3 2026.
  • Valeo Financial Advisors sold 654 Vanguard Communication Services ETF shares in Q3 2026, an estimated $123K.
  • Vanguard Communication Services ETF made up 0.03% of Valeo Financial Advisors's portfolio in Q3 2026, its #263 holding.
  • Valeo Financial Advisors first reported a position in Vanguard Communication Services ETF in Q3 2017 and has held it in 25 quarters since.
  • Valeo Financial Advisors's Vanguard Communication Services ETF position peaked at $1.5M in Q2 2025.
  • 22 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.