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 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

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valeo Financial Advisors's VOX Position: Q2 2026 in Review

Valeo Financial Advisors increased its Vanguard Communication Services ETF (VOX) stake by 1.4% in Q2 2026, buying an estimated $19.2K and bringing the position to 7,413 shares worth $1.36M. The position accounts for 0.03% of the portfolio, ranked #251.

Valeo Financial Advisors first reported a position in VOX in Q3 2017 and has held it in 24 quarters since. The position peaked at $1.5M in Q2 2025. 505 funds tracked by Wall St. Rank hold VOX as of Q2 2026.

Valeo Financial Advisors held 7,413 shares of Vanguard Communication Services ETF worth $1.36M as of Q2 2026.
Valeo Financial Advisors bought 100 Vanguard Communication Services ETF shares in Q2 2026, an estimated $19.2K.
Vanguard Communication Services ETF made up 0.03% of Valeo Financial Advisors's portfolio in Q2 2026, its #251 holding.
Valeo Financial Advisors first reported a position in Vanguard Communication Services ETF in Q3 2017 and has held it in 24 quarters since.
Valeo Financial Advisors's Vanguard Communication Services ETF position peaked at $1.5M in Q2 2025.
505 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.