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Security record · archived quarter

VOX

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

192.71 +1.2% mkt cap $6.29B quote delayed (FMP) · as of Oct 12 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
64Tracked holders
0Δ holders
10.62MShares held
$1.90BReported value
+3New positions
−3Exits
Stable Conviction score 37/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.2% · net new positions 0.0% — formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 65 +3 10.81M $1.99B +5 −3
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 · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Bank Of America Corp /De/ 2.02M +12.7% $363.72M 0.0% ▲ Add 2 SEC ↗ ×4
2 JPMorgan Chase ✦ 1.12M -9.0% $195.35M 0.0% ▼ Trim 3 SEC ↗ ×9
3 Morgan Stanley ✦ 1.05M -1.7% $189.69M 0.0% ▼ Trim 3 SEC ↗ ×7
4 Goldman Sachs Group ✦ 785.64K +16.4% $141.29M 0.0% ▲ Add 3 SEC ↗ ×2
5 Wells Fargo & Company/Mn 777.97K -4.3% $139.91M 0.0% ▼ Trim 2 SEC ↗ ×4
6 UBS Group AG 734.94K +3.2% $132.17M 0.0% ▲ Add 2 SEC ↗ ×3
7 Ameriprise Financial Inc 557.51K -9.9% $100.26M 0.0% ▼ Trim 2 SEC ↗ ×4
8 Envestnet Asset Management Inc 406.96K -25.5% $73.19M 0.0% ▼ Trim 2 SEC ↗
9 LPL Financial LLC 358.17K -15.2% $64.41M 0.0% ▼ Trim 2 SEC ↗
10 Assetmark, Inc 342.93K +79.2% $61.67M 0.1% ▲ Add 2 SEC ↗
11 Raymond James Financial Inc 278.35K +8.6% $50.06M 0.0% ▲ Add 2 SEC ↗ ×3
12 Empower Advisory Group, LLC 239.30K -13.9% $43.04M 0.1% ▼ Trim 2 SEC ↗
13 Stifel Financial Corp 188.18K -0.9% $33.84M 0.0% ▼ Trim 2 SEC ↗ ×2
14 Lido Advisors, LLC 187.53K +7.9% $33.73M 0.1% ▲ Add 2 SEC ↗
15 Truist Financial Corp 140.97K -2.5% $25.35M 0.0% ▼ Trim 2 SEC ↗ ×2
16 Royal Bank Of Canada 129.03K +6.9% $23.20M 0.0% ▲ Add 2 SEC ↗ ×6
17 Mercer Global Advisors Inc /Adv 114.99K -7.1% $20.68M 0.0% ▼ Trim 2 SEC ↗
18 Cetera Investment Advisers 106.01K -23.1% $19.07M 0.0% ▼ Trim 2 SEC ↗
19 Northwestern Mutual Wealth… 105.77K +4.6% $19.02M 0.0% ▲ Add 2 SEC ↗
20 Manufacturers Life Insurance… 99.34K +4.8% $17.87M 0.0% ▲ Add 2 SEC ↗
21 HighTower Advisors, LLC 73.70K -1.2% $13.25M 0.0% ▼ Trim 2 SEC ↗
22 Baird Financial Group, Inc. 73.52K +1.2% $13.22M 0.0% ▲ Add 2 SEC ↗
23 Corient Private Wealth LP 73.31K -51.0% $12.40M 0.0% ▼ Trim 2 SEC ↗
24 Rockefeller Capital Management L.P. 64.66K +4.8% $11.63M 0.0% ▲ Add 2 SEC ↗ ×2
25 Osaic Holdings, Inc. 57.45K -28.8% $10.34M 0.0% ▼ Trim 2 SEC ↗ ×3
26 Pnc Financial Services Group, Inc. 57.34K -7.4% $10.31M 0.0% ▼ Trim 2 SEC ↗ ×5
27 Citadel Advisors ✦ 50.29K New $9.04M 0.0% New 1 SEC ↗
28 Bnp Paribas Financial Markets 50.00K -0.3% $8.99M 0.0% ▼ Trim 2 SEC ↗
29 Quantinno Capital Management LP 48.65K +24.0% $8.75M 0.0% ▲ Add 2 SEC ↗
30 Jones Financial Companies Lllp 37.15K +3.0% $6.48M 0.0% ▲ Add 2 SEC ↗ ×2
31 Fifth Third Bancorp 32.80K +142.2% $5.90M 0.0% ▲ Add 2 SEC ↗
32 Commonwealth Equity Services, Llc 32.11K -4.9% $5.77M 0.0% ▼ Trim 2 SEC ↗
33 Mariner, LLC 18.60K +41.4% $3.34M 0.0% ▲ Add 2 SEC ↗ ×2
34 Susquehanna International Group, Llp 18.30K -18.4% $3.29M 0.0% ▼ Trim 2 SEC ↗
35 Focus Partners Wealth 17.30K +3.4% $3.13M 0.0% ▲ Add 2 SEC ↗
36 Creative Planning 14.34K +1.1% $2.58M 0.0% ▲ Add 2 SEC ↗
37 Bank Of Nova Scotia 14.32K 0.0% $2.58M 0.0% Held 2 SEC ↗
38 Fidelity (FMR) ✦ 13.10K +49.4% $2.36M 0.0% ▲ Add 4 SEC ↗ ×2
39 Captrust Financial Advisors 12.07K -36.3% $2.17M 0.0% ▼ Trim 2 SEC ↗
40 UBS AM, a distinct business unit of… 11.86K +388.2% $2.13M 0.0% ▲ Add 2 SEC ↗
41 Cerity Partners LLC 9.52K -1.9% $1.71M 0.0% ▼ Trim 2 SEC ↗ ×2
42 Mml Investors Services, Llc 8.95K -40.6% $1.61M 0.0% ▼ Trim 2 SEC ↗
43 Bank Of Montreal /Can/ 8.64K -42.0% $1.55M 0.0% ▼ Trim 2 SEC ↗ ×5
44 AQR Capital Management ✦ 8.62K +23.9% $1.55M 0.0% ▲ Add 8 SEC ↗ ×2
45 Citigroup Inc 7.56K +9.5% $1.36M 0.0% ▲ Add 2 SEC ↗
46 BlackRock ✦ (passive) 6.94K +6.7% $1.25M 0.0% ▲ Add 4 SEC ↗ ×2
47 Gotham Asset Management ✦ 5.76K 0.0% $1.04M 0.0% Held 5 SEC ↗
48 Northern Trust Corp 5.54K -2.1% $996,493 0.0% ▼ Trim 2 SEC ↗ ×2
49 Bank of New York Mellon Corp 5.14K +6.9% $923,608 0.0% ▲ Add 2 SEC ↗ ×4
50 Point72 Asset Management ✦ 4.05K +35.5% $729,251 0.0% ▲ Add 2 SEC ↗
51 Financial Engines Advisors L.L.C. 3.59K +0.3% $645,446 0.0% ▲ Add 2 SEC ↗
52 Wealth Enhancement Advisory… 7.38K +28.5% $637,167 0.0% ▲ Add 2 SEC ↗
53 D. E. Shaw & Co. ✦ 2.72K New $488,805 0.0% New 1 SEC ↗
54 Wealthfront Advisers LLC 2.70K +10.8% $485,208 0.0% ▲ Add 2 SEC ↗
55 Chevy Chase Trust Holdings, LLC 2.03K -15.5% $365,076 0.0% ▼ Trim 2 SEC ↗
56 Jane Street Group, Llc 1.73K New $310,584 0.0% New 1 SEC ↗
57 CIBC Bancorp USA Inc. 1.43K — $257,807 0.0% n/c 1 SEC ↗
58 Cwm, Llc 1.02K -15.1% $183,796 0.0% ▼ Trim 2 SEC ↗
59 Blair William & Co/Il 960 -39.2% $172,646 0.0% ▼ Trim 2 SEC ↗
60 Franklin Resources Inc 505 0.0% $90,819 0.0% Held 2 SEC ↗
61 Us Bancorp \De\ 326 -58.9% $58,628 0.0% ▼ Trim 2 SEC ↗ ×2
62 Deutsche Bank Ag\ 180 0.0% $32,371 0.0% Held 2 SEC ↗
63 TD Waterhouse Canada Inc. 75 0.0% $13,605 0.0% Held 2 SEC ↗
64 Russell Investments Group, Ltd. 37 -17.8% $6,654 0.0% ▼ Trim 2 SEC ↗

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

New buyers

Citadel Advisors $9.04M 0.0%
D. E. Shaw & Co. $488,805 0.0%
Jane Street Group, Llc $310,584 0.0%

Exited

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: Q1 2026 · Methodology · Get this via the API