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.
π 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: β31.6%.
π₯ Exceptional β beat the S&P 500 by 7.0% per year on this position.
11 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
7 of 14 add/trim decisions correct
Best entry: $102.67 (2023 Q3) Β· Worst: $193.63 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
9 adds Β· 6 trims. Bought during 2 of 3 down-price quarters. π More buys than sells across the holding period.
π Kinloch Capital, LLC has been actively increasing its VOX allocation β a bullish signal from insiders.
Currently 2.34% of portfolio
β 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.