Whipplewood Advisors’s Vanguard Communication Services ETF VOX Stock Holding History

Whipplewood 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	$60.7K	Hold	330	–	–	0.04%	133
2026 Q1	$59.3K	Hold	330	–	–	0.03%	249
2025 Q4	$63.9K	Hold	330	–	–	0.04%	184
2025 Q3	$62K	Hold	330	–	–	0.04%	180
2025 Q2	$56.4K	Sell	330 -1,228	-79%	-$189K	0.03%	302
2025 Q1	$49K	Buy	1,558 +1,228	+372%	+$195K	0.03%	315
2024 Q4	$51.1K	Buy	+330	New	+$50.4K	0.03%	313

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

Whipplewood Advisors's VOX Position: Q2 2026 in Review

Whipplewood Advisors held its Vanguard Communication Services ETF (VOX) position steady in Q2 2026 at 330 shares worth $60.7K. The position accounts for 0.04% of the portfolio, ranked #133.

Whipplewood Advisors first reported a position in VOX in Q4 2024 and has held it in 7 quarters since. The position peaked at $63.9K in Q4 2025. 505 funds tracked by Wall St. Rank hold VOX as of Q2 2026.

Whipplewood Advisors held 330 shares of Vanguard Communication Services ETF worth $60.7K as of Q2 2026.
Whipplewood Advisors left its Vanguard Communication Services ETF share count unchanged in Q2 2026.
Vanguard Communication Services ETF made up 0.04% of Whipplewood Advisors's portfolio in Q2 2026, its #133 holding.
Whipplewood Advisors first reported a position in Vanguard Communication Services ETF in Q4 2024 and has held it in 7 quarters since.
Whipplewood Advisors's Vanguard Communication Services ETF position peaked at $63.9K in Q4 2025.
505 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.