WA
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Waverly Advisors’s Vanguard Communication Services ETF VOX Stock Holding History

Waverly 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 		$475K Buy
2,584
+50
+2% +$9.59K ﹤0.01% 1202
2026
Q1 		$456K Sell
2,534
-479
-16% -$91.1K ﹤0.01% 1124
2025
Q4 		$583K Buy
3,013
+1,821
+153% +$342K ﹤0.01% 954
2025
Q3 		$224K Buy
1,192
+19
+2% +$3.39K ﹤0.01% 1164
2025
Q2 		$201K Buy
+1,173
New +$180K ﹤0.01% 1128

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

Waverly Advisors's VOX Position: Q2 2026 in Review

Waverly Advisors increased its Vanguard Communication Services ETF (VOX) stake by 2% in Q2 2026, buying an estimated $9.59K and bringing the position to 2,584 shares worth $475K. The position accounts for ﹤0.01% of the portfolio, ranked #1202.

Waverly Advisors first reported a position in VOX in Q2 2025 and has held it in 5 quarters since. The position peaked at $583K in Q4 2025. 505 funds tracked by Wall St. Rank hold VOX as of Q2 2026.

  • Waverly Advisors held 2,584 shares of Vanguard Communication Services ETF worth $475K as of Q2 2026.
  • Waverly Advisors bought 50 Vanguard Communication Services ETF shares in Q2 2026, an estimated $9.59K.
  • Vanguard Communication Services ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1202 holding.
  • Waverly Advisors first reported a position in Vanguard Communication Services ETF in Q2 2025 and has held it in 5 quarters since.
  • Waverly Advisors's Vanguard Communication Services ETF position peaked at $583K in Q4 2025.
  • 505 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.