Wealth Alliance
VOX icon

Wealth Alliance’s Vanguard Communication Services ETF VOX Stock Holding History

Wealth Alliance’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 		$352K Sell
1,845
-105
-5% -$19.8K 0.03% 396
2026
Q2 		$359K Sell
1,950
-319
-14% -$61.2K 0.03% 405
2026
Q1 		$408K Hold
2,269
– – 0.04% 348
2025
Q4 		$439K Hold
2,269
– – 0.04% 333
2025
Q3 		$426K Hold
2,269
– – 0.04% 340
2025
Q2 		$388K Hold
2,269
– – 0.04% 349
2025
Q1 		$337K Hold
2,269
– – 0.04% 369
2024
Q4 		$352K Hold
2,269
– – 0.04% 333
2024
Q3 		$330K Hold
2,269
– – 0.04% 376
2024
Q2 		$314K Hold
2,269
– – 0.04% 369
2024
Q1 		$298K Hold
2,269
– – 0.04% 406
2023
Q4 		$267K Hold
2,269
– – 0.04% 417
2023
Q3 		$239K Hold
2,269
– – 0.04% 418
2023
Q2 		$241K Sell
2,269
-383
-14% -$38.4K 0.04% 436
2023
Q1 		$256K Sell
2,652
-14
-0.5% -$1.29K 0.04% 411
2022
Q4 		$219K Hold
2,666
– – 0.04% 442
2022
Q3 		$220K Hold
2,666
– – 0.04% 406
2022
Q2 		$251K Hold
2,666
– – 0.05% 374
2022
Q1 		$320K Hold
2,666
– – 0.07% 313
2021
Q4 		$361K Hold
2,666
– – 0.07% 292
2021
Q3 		$375K Hold
2,666
– – 0.08% 275
2021
Q2 		$383K Hold
2,666
– – 0.09% 259
2021
Q1 		$347K Buy
2,666
+132
+5% +$16.8K 0.1% 254
2020
Q4 		$305K Buy
2,534
+95
+4% +$10.6K 0.09% 277
2020
Q3 		$248K Hold
2,439
– – 0.09% 278
2020
Q2 		$227K Buy
+2,439
New +$216K 0.09% 265

Other funds holding VOX

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 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

Wealth Alliance's VOX Position: Q3 2026 in Review

Wealth Alliance reduced its Vanguard Communication Services ETF (VOX) stake by 5.4% in Q3 2026, selling an estimated $19.8K and leaving 1,845 shares worth $352K. The position accounts for 0.03% of the portfolio, ranked #396.

Wealth Alliance first reported a position in VOX in Q2 2020 and has held it in 26 quarters since. The position peaked at $439K in Q4 2025. 467 funds tracked by Wall St. Rank hold VOX as of Q3 2026.

  • Wealth Alliance held 1,845 shares of Vanguard Communication Services ETF worth $352K as of Q3 2026.
  • Wealth Alliance sold 105 Vanguard Communication Services ETF shares in Q3 2026, an estimated $19.8K.
  • Vanguard Communication Services ETF made up 0.03% of Wealth Alliance's portfolio in Q3 2026, its #396 holding.
  • Wealth Alliance first reported a position in Vanguard Communication Services ETF in Q2 2020 and has held it in 26 quarters since.
  • Wealth Alliance's Vanguard Communication Services ETF position peaked at $439K in Q4 2025.
  • 467 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.