VOX — VANGUARD WORLD FD

Ownership history in ESG Planning DBA Harper Investing  ·  8 quarters on record

This page tracks every 13F SEC filing in which ESG Planning DBA Harper Investing reported a position in VANGUARD WORLD FD (VOX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.17% (2025 Q4)
Avg. % of fund
0.93%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 14,054 +1,678 +13.6% 1.17% $2.7M $193.63
2025 Q3 ADDED 12,376 +1,970 +18.9% 1.11% $2.3M $187.12
2025 Q2 ADDED 10,406 +149 +1.5% 1.00% $1.8M $170.07
2025 Q1 ADDED 10,257 +2,321 +29.2% 1.01% $1.5M $147.21
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VOX price (monthly, adj. close)

Other funds also holding VOX

As of 2025 Q4 — sorted by position size

Marks Wealth, LLC 3Y 13.76% Beacon Capital Management, Inc. 3Y 7Y 6.21% PGIM Custom Harvest LLC 3Y 5.72% Richmond Brothers, Inc. 3Y 4.66% SOUTHERN CAPITAL SERVICES INC /ADV 3.96% ARMSTRONG ADVISORY GROUP, INC 3Y 2.48% Kinloch Capital, LLC 3Y 2.34% Tranquilli Financial Advisor LLC 3Y 2.25% Campion Asset Management 3Y 2.21% Quaker Wealth Management, LLC 3Y 2.05%
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