Woodward Diversified Capital’s Vanguard Communication Services ETF VOX Stock Holding History

Woodward Diversified Capital’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	$913K	Buy	+4,964	New	+$952K	0.4%	59
2026 Q1	–	Sell	-6,532	Closed	-$1.26M	–	204
2025 Q4	$1.26M	Sell	6,532 -28	-0.4%	-$5.25K	0.58%	41
2025 Q3	$1.23M	Sell	6,560 -237	-3%	-$42.3K	0.57%	41
2025 Q2	$1.16M	Buy	6,797 +3,495	+106%	+$537K	0.59%	39
2025 Q1	$490K	Buy	3,302 +208	+7%	+$33.1K	0.35%	72
2024 Q4	$479K	Sell	3,094 -5,028	-62%	-$767K	0.35%	65
2024 Q3	$1.18M	Sell	8,122 -646	-7%	-$89.2K	0.75%	35
2024 Q2	$1.21M	Sell	8,768 -185	-2%	-$24.6K	0.71%	33
2024 Q1	$1.17M	Sell	8,953 -2,174	-20%	-$273K	0.73%	36
2023 Q4	$1.31M	Sell	11,127 -645	-5%	-$71.2K	0.82%	25
2023 Q3	$1.24M	Buy	11,772 +188	+2%	+$20.3K	0.89%	24
2023 Q2	$1.23M	Buy	11,584 +79	+0.7%	+$7.92K	0.93%	29
2023 Q1	$1.11M	Buy	+11,505	New	+$1.06M	0.87%	28
2021 Q4	–	Sell	-8,642	Closed	-$1.22M	–	217
2021 Q3	$1.22M	Sell	8,642 -434	-5%	-$63.1K	0.76%	32
2021 Q2	$1.3M	Sell	9,076 -792	-8%	-$109K	0.74%	33
2021 Q1	$1.28M	Sell	9,868 -1,767	-15%	-$225K	0.75%	33
2020 Q4	$1.4M	Buy	+11,635	New	+$1.3M	0.91%	30

Other funds holding VOX

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Woodward Diversified Capital's VOX Position: Q2 2026 in Review

Woodward Diversified Capital opened a new position in Vanguard Communication Services ETF (VOX) in Q2 2026: 4,964 shares worth $913K. The stake represents 0.4% of the portfolio and ranks #59 among its holdings. This is a return to the name: Woodward Diversified Capital previously reported a position in VOX as recently as Q4 2025.

Woodward Diversified Capital first reported a position in VOX in Q4 2020 and has held it in 17 quarters since. The position peaked at $1.4M in Q4 2020. 223 funds tracked by Wall St. Rank hold VOX as of Q2 2026.

Woodward Diversified Capital held 4,964 shares of Vanguard Communication Services ETF worth $913K as of Q2 2026.
Vanguard Communication Services ETF was a new Woodward Diversified Capital position in Q2 2026.
Vanguard Communication Services ETF made up 0.4% of Woodward Diversified Capital's portfolio in Q2 2026, its #59 holding.
Woodward Diversified Capital first reported a position in Vanguard Communication Services ETF in Q4 2020 and has held it in 17 quarters since.
Woodward Diversified Capital's Vanguard Communication Services ETF position peaked at $1.4M in Q4 2020.
223 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2026.

Based on Woodward Diversified Capital's 13F filing for Q2 2026, filed 28 Jul 2026.