VOX — VANGUARD WORLD FDS

Ownership history in Kinloch Capital, LLC  ·  15 quarters on record

This page tracks every 13F SEC filing in which Kinloch Capital, LLC reported a position in VANGUARD WORLD FDS (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
5.47% (2021 Q2)
Avg. % of fund
2.33%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 28,059 +23 +0.1% 2.34% $5.4M $193.63
2025 Q3 REDUCED 28,036 -2,783 -9.0% 2.30% $5.3M $187.12
2025 Q2 REDUCED 30,819 -599 -1.9% 2.45% $5.3M $170.07
2025 Q1 ADDED 31,418 +7,335 +30.5% 2.23% $4.7M $147.21
11 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% Tranquilli Financial Advisor LLC 3Y 2.25% Campion Asset Management 3Y 2.21% Quaker Wealth Management, LLC 3Y 2.05% Mason & Associates Inc 3Y 2.05%
← Back to Kinloch Capital, LLC Holdings