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Security record · archived quarter

VOX

Vanguard Communication Services ETF · Financial Services · Asset Management - Bonds

187.97 -0.6% mkt cap $6.13B quote delayed (FMP) · as of Aug 26 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
63Tracked holders
-2Δ holders
10.64MShares held
$2.06BReported value
+1New positions
−3Exits
Falling Conviction score 50/100 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -3.1% · share flow -8.2% · net new positions -3.2%formula
Broad distribution — falling shares and fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 66 +3 10.88M $2.00B +5 −2
Q1 2026 64 0 10.62M $1.90B +3 −3
Q4 2025 63 -2 10.64M $2.06B +1 −3
Q3 2025 10 0 3.97M $745.35M
Q2 2025 7 +1 131.25K $22.45M +1
Q1 2025 4 +2 92.22K $13.69M +2
Q4 2024 2 -4 21.95K $3.40M −4
Q3 2024 6 +3 58.81K $8.55M +3
Q2 2024 3 35.47K $4.90M
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Bank Of America Corp /De/ 1.79M $347.54M 0.0% n/c 1 SEC ↗
2 Bank Of America Corp /De/ 1.79M $347.54M 0.0% n/c 1 SEC ↗
3 Bank Of America Corp /De/ 1.79M $347.54M 0.0% n/c 1 SEC ↗
4 Bank Of America Corp /De/ 1.79M $347.54M 0.0% n/c 1 SEC ↗
5 JPMorgan Chase 1.24M -53.8% $239.33M 0.0% ▼ Trim 2 SEC ↗
6 JPMorgan Chase 1.24M -53.8% $239.33M 0.0% ▼ Trim 2 SEC ↗
7 JPMorgan Chase 1.24M -53.8% $239.33M 0.0% ▼ Trim 2 SEC ↗
8 JPMorgan Chase 1.24M -53.8% $239.33M 0.0% ▼ Trim 2 SEC ↗
9 JPMorgan Chase 1.24M -53.8% $239.33M 0.0% ▼ Trim 2 SEC ↗
10 JPMorgan Chase 1.24M -53.8% $239.33M 0.0% ▼ Trim 2 SEC ↗
11 JPMorgan Chase 1.24M -53.8% $239.33M 0.0% ▼ Trim 2 SEC ↗
12 JPMorgan Chase 1.24M -53.8% $239.33M 0.0% ▼ Trim 2 SEC ↗
13 JPMorgan Chase 1.24M -53.8% $239.33M 0.0% ▼ Trim 2 SEC ↗
14 Morgan Stanley 1.07M +0.9% $207.75M 0.0% ▲ Add 2 SEC ↗
15 Morgan Stanley 1.07M +0.9% $207.75M 0.0% ▲ Add 2 SEC ↗
16 Morgan Stanley 1.07M +0.9% $207.75M 0.0% ▲ Add 2 SEC ↗
17 Morgan Stanley 1.07M +0.9% $207.75M 0.0% ▲ Add 2 SEC ↗
18 Wells Fargo & Company/Mn 813.33K $157.49M 0.0% n/c 1 SEC ↗
19 Wells Fargo & Company/Mn 813.33K $157.49M 0.0% n/c 1 SEC ↗
20 Wells Fargo & Company/Mn 813.33K $157.49M 0.0% n/c 1 SEC ↗
21 Wells Fargo & Company/Mn 813.33K $157.49M 0.0% n/c 1 SEC ↗
22 UBS Group AG 712.38K $137.94M 0.0% n/c 1 SEC ↗
23 UBS Group AG 712.38K $137.94M 0.0% n/c 1 SEC ↗
24 UBS Group AG 712.38K $137.94M 0.0% n/c 1 SEC ↗
25 Goldman Sachs Group 674.66K +489.4% $130.64M 0.0% ▲ Add 2 SEC ↗
26 Goldman Sachs Group 674.66K +489.4% $130.64M 0.0% ▲ Add 2 SEC ↗
27 Ameriprise Financial Inc 618.69K $119.80M 0.0% n/c 1 SEC ↗
28 Ameriprise Financial Inc 618.69K $119.80M 0.0% n/c 1 SEC ↗
29 Ameriprise Financial Inc 618.69K $119.80M 0.0% n/c 1 SEC ↗
30 Ameriprise Financial Inc 618.69K $119.80M 0.0% n/c 1 SEC ↗
31 Envestnet Asset Management Inc 546.36K $105.79M 0.0% n/c 1 SEC ↗
32 LPL Financial LLC 422.19K $81.75M 0.0% n/c 1 SEC ↗
33 Empower Advisory Group, LLC 277.83K $53.80M 0.1% n/c 1 SEC ↗
34 Raymond James Financial Inc 256.20K $49.61M 0.0% n/c 1 SEC ↗
35 Raymond James Financial Inc 256.20K $49.61M 0.0% n/c 1 SEC ↗
36 Raymond James Financial Inc 256.20K $49.61M 0.0% n/c 1 SEC ↗
37 Assetmark, Inc 191.34K $37.05M 0.1% n/c 1 SEC ↗
38 Stifel Financial Corp 189.96K $36.78M 0.0% n/c 1 SEC ↗
39 Stifel Financial Corp 189.96K $36.78M 0.0% n/c 1 SEC ↗
40 Lido Advisors, LLC 173.77K $33.10M 0.1% n/c 1 SEC ↗
41 Corient Private Wealth LP 149.72K $28.99M 0.0% n/c 1 SEC ↗
42 Corient Private Wealth LP 149.72K $28.99M 0.0% n/c 1 SEC ↗
43 Corient Private Wealth LP 149.72K $28.99M 0.0% n/c 1 SEC ↗
44 Truist Financial Corp 144.57K $27.99M 0.0% n/c 1 SEC ↗
45 Truist Financial Corp 144.57K $27.99M 0.0% n/c 1 SEC ↗
46 Cetera Investment Advisers 137.82K $26.69M 0.0% n/c 1 SEC ↗
47 Mercer Global Advisors Inc /Adv 123.78K $23.97M 0.0% n/c 1 SEC ↗
48 Royal Bank Of Canada 120.71K $23.37M 0.0% n/c 1 SEC ↗
49 Royal Bank Of Canada 120.71K $23.37M 0.0% n/c 1 SEC ↗
50 Royal Bank Of Canada 120.71K $23.37M 0.0% n/c 1 SEC ↗
51 Royal Bank Of Canada 120.71K $23.37M 0.0% n/c 1 SEC ↗
52 Royal Bank Of Canada 120.71K $23.37M 0.0% n/c 1 SEC ↗
53 Northwestern Mutual Wealth… 101.09K $19.57M 0.0% n/c 1 SEC ↗
54 Manufacturers Life Insurance… 94.81K $18.36M 0.0% n/c 1 SEC ↗
55 Osaic Holdings, Inc. 80.63K $15.63M 0.0% n/c 1 SEC ↗
56 Osaic Holdings, Inc. 80.63K $15.63M 0.0% n/c 1 SEC ↗
57 Osaic Holdings, Inc. 80.63K $15.63M 0.0% n/c 1 SEC ↗
58 Osaic Holdings, Inc. 80.63K $15.63M 0.0% n/c 1 SEC ↗
59 Osaic Holdings, Inc. 80.63K $15.63M 0.0% n/c 1 SEC ↗
60 HighTower Advisors, LLC 74.59K $14.44M 0.0% n/c 1 SEC ↗
61 Baird Financial Group, Inc. 72.63K $14.06M 0.0% n/c 1 SEC ↗
62 Baird Financial Group, Inc. 72.63K $14.06M 0.0% n/c 1 SEC ↗
63 Pnc Financial Services Group, Inc. 61.96K $12.00M 0.0% n/c 1 SEC ↗
64 Pnc Financial Services Group, Inc. 61.96K $12.00M 0.0% n/c 1 SEC ↗
65 Pnc Financial Services Group, Inc. 61.96K $12.00M 0.0% n/c 1 SEC ↗
66 Pnc Financial Services Group, Inc. 61.96K $12.00M 0.0% n/c 1 SEC ↗
67 Pnc Financial Services Group, Inc. 61.96K $12.00M 0.0% n/c 1 SEC ↗
68 Rockefeller Capital Management L.P. 61.71K $11.95M 0.0% n/c 1 SEC ↗
69 Rockefeller Capital Management L.P. 61.71K $11.95M 0.0% n/c 1 SEC ↗
70 Bnp Paribas Financial Markets 50.13K $9.71M 0.0% n/c 1 SEC ↗
71 Tudor Investment Corp Et Al 47.77K $9.25M 0.1% n/c 1 SEC ↗
72 Quantinno Capital Management LP 39.23K $7.60M 0.0% n/c 1 SEC ↗
73 Jones Financial Companies Lllp 36.08K $6.99M 0.0% n/c 1 SEC ↗
74 Jones Financial Companies Lllp 36.08K $6.99M 0.0% n/c 1 SEC ↗
75 Commonwealth Equity Services, Llc 33.77K $6.54M 0.0% n/c 1 SEC ↗
76 Susquehanna International Group, Llp 22.44K $4.34M 0.0% n/c 1 SEC ↗
77 Captrust Financial Advisors 18.94K $3.67M 0.0% n/c 1 SEC ↗
78 Focus Partners Wealth 16.73K $3.24M 0.0% n/c 1 SEC ↗
79 Mml Investors Services, Llc 15.07K $2.92M 0.0% n/c 1 SEC ↗
80 Bank Of Montreal /Can/ 14.91K $2.89M 0.0% n/c 1 SEC ↗
81 Bank Of Montreal /Can/ 14.91K $2.89M 0.0% n/c 1 SEC ↗
82 Bank Of Montreal /Can/ 14.91K $2.89M 0.0% n/c 1 SEC ↗
83 Bank Of Montreal /Can/ 14.91K $2.89M 0.0% n/c 1 SEC ↗
84 Bank Of Montreal /Can/ 14.91K $2.89M 0.0% n/c 1 SEC ↗
85 Bank Of Montreal /Can/ 14.91K $2.89M 0.0% n/c 1 SEC ↗
86 Bank Of Nova Scotia 14.32K $2.77M 0.0% n/c 1 SEC ↗
87 Creative Planning 14.19K $2.75M 0.0% n/c 1 SEC ↗
88 Fifth Third Bancorp 13.54K $2.62M 0.0% n/c 1 SEC ↗
89 Mariner, LLC 13.16K $2.55M 0.0% n/c 1 SEC ↗
90 Mariner, LLC 13.16K $2.55M 0.0% n/c 1 SEC ↗
91 Cerity Partners LLC 9.71K $1.88M 0.0% n/c 1 SEC ↗
92 Fidelity (FMR) 8.76K +6.8% $1.70M 0.0% ▲ Add 3 SEC ↗
93 Fidelity (FMR) 8.76K +6.8% $1.70M 0.0% ▲ Add 3 SEC ↗
94 AQR Capital Management 6.95K -0.5% $1.35M 0.0% ▼ Trim 7 SEC ↗
95 AQR Capital Management 6.95K -0.5% $1.35M 0.0% ▼ Trim 7 SEC ↗
96 Citigroup Inc 6.91K $1.34M 0.0% n/c 1 SEC ↗
97 BlackRock (passive) 6.50K +22.8% $1.26M 0.0% ▲ Add 3 SEC ↗
98 BlackRock (passive) 6.50K +22.8% $1.26M 0.0% ▲ Add 3 SEC ↗
99 Gotham Asset Management 5.76K 0.0% $1.12M 0.0% Held 4 SEC ↗
100 Wealth Enhancement Advisory… 5.75K $1.12M 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

No new tracked buyers this quarter.

Exited

Two Sigma Investments $10.68M was 0.0%
Marshall Wace $4.74M was 0.0%
Citadel Advisors $1.65M was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 493 holders, 15.51M shares, $2.75B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API