VOX β€” VANGUARD WORLD FDS

Ownership history in Kinloch Capital, LLC  Β·  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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
5.47% (2021 Q2)
πŸ“Š Avg. % of fund
2.33%
πŸ“… First filed
2020 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
15

Position Intelligence

Kinloch Capital, LLC Γ— VOX AI Analytics

πŸ“ˆ Kinloch Capital, LLC outperformed the S&P 500 by +7.0% annually on this VOX position. Timing score: 50% (7/14 decisions correct). Average cost basis: $120.99. Maximum drawdown during holding period: –31.6%.

πŸ“ˆ Position Alpha vs SPY
+7.0%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 7.0% per year on this position.
11 quarters analyzed

⏱️ Timing Score
50%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
7 of 14 add/trim decisions correct

πŸ’° Entry Quality
$120.99
+60.0% vs current ($193.63)

Best entry: $102.67 (2023 Q3)  Β·  Worst: $193.63 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–31.6%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
60%
buy-side decisions

9 adds Β· 6 trims. Bought during 2 of 3 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Kinloch Capital, LLC has been actively increasing its VOX allocation β€” a bullish signal from insiders.
Currently 2.34% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    VOX price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
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
2024 Q4 REDUCED 24,083 -4,548 -15.9% 1.87% $3.7M $153.35
2024 Q3 ADDED 28,631 +730 +2.6% 2.02% $4.2M $143.47
2024 Q2 REDUCED 27,901 -1,638 -5.5% 2.01% $3.9M $135.88
2024 Q1 ADDED 29,539 +9,440 +47.0% 1.99% $3.9M $128.72
2023 Q4 REDUCED 20,099 -10,358 -34.0% 1.50% $2.4M $115.19
2023 Q3 ADDED 30,457 +10,666 +53.9% 2.01% $3.2M $102.67
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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