VOX — VANGUARD WORLD FD

Ownership history in Marks Wealth, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Marks Wealth, LLC 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
13.76% (2025 Q4)
Avg. % of fund
13.76%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 212,223 — — 13.76% $41.1M $193.63
% of Fund (quarterly)    VOX price (monthly, adj. close)

Other funds also holding VOX

As of 2025 Q4 — sorted by position size

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% Mason & Associates Inc 3Y 2.05%
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