VCM
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Vivaldi Capital Management’s Vanguard Communication Services ETF VOX Stock Holding History

Vivaldi Capital Management’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 		– Sell
-3,322
Closed -$597K – 255
2026
Q1 		$597K Buy
3,322
+79
+2% +$15K 0.08% 147
2025
Q4 		$628K Sell
3,243
-4
-0.1% -$751 0.09% 134
2025
Q3 		$610K Buy
3,247
+53
+2% +$9.46K 0.09% 137
2025
Q2 		$546K Buy
3,194
+156
+5% +$24K 0.08% 146
2025
Q1 		$451K Sell
3,038
-130
-4% -$20.7K 0.07% 154
2024
Q4 		$517K Buy
3,168
+935
+42% +$143K 0.08% 146
2024
Q3 		$325K Buy
+2,233
New +$308K 0.09% 153

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

Vivaldi Capital Management's VOX Position: Q2 2026 in Review

Vivaldi Capital Management sold out of Vanguard Communication Services ETF (VOX) in Q2 2026, closing a stake of 3,322 shares — an estimated $597K sold.

Vivaldi Capital Management first reported a position in VOX in Q3 2024 and held it in 7 quarters. The position peaked at $628K in Q4 2025. 505 funds tracked by Wall St. Rank hold VOX as of Q2 2026.

  • Vivaldi Capital Management reported no remaining Vanguard Communication Services ETF position as of Q2 2026 after selling out during the quarter.
  • Vivaldi Capital Management sold 3,322 Vanguard Communication Services ETF shares in Q2 2026, an estimated $597K.
  • Vivaldi Capital Management first reported a position in Vanguard Communication Services ETF in Q3 2024 and held it in 7 quarters.
  • Vivaldi Capital Management's Vanguard Communication Services ETF position peaked at $628K in Q4 2025.
  • 505 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2026.

Based on Vivaldi Capital Management's 13F filing for Q2 2026.