VOX β€” VANGUARD WORLD FD

Ownership history in Mason & Associates Inc  Β·  4 quarters on record

AI Ownership Summary

Mason & Associates Inc reported VANGUARD WORLD FD (VOX) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 2.05% in 2025 Q4. The latest visible filing shows VOX at 2.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VOX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mason & Associates Inc's position in VANGUARD WORLD FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VOX was reported at 2.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.05% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Mason & Associates Inc held VOX β€” position size vs. price
% of Fund (quarterly)    VOX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 56,231 +8,172 +17.0% 2.05% $10.9M 2026-02-14 (Est.) $186.63
2025 Q3 ADDED 48,059 +2,970 +6.6% 1.82% $9.0M 2025-11-07 $181.31
2025 Q2 ADDED 45,089 +3,761 +9.1% 1.78% $7.7M 2025-07-31 $173.51
2025 Q1 INITIATED 41,328 β€” β€” 1.52% $6.1M 2025-04-17 $137.35

FAQ About Mason & Associates Inc and VOX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Mason & Associates Inc reported owning VOX?

Mason & Associates Inc reported VOX across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported VOX position in Mason & Associates Inc's portfolio?

The largest reported portfolio weight for VOX was 2.05% in 2025 Q4.

What is the latest reported VOX position on this page?

The most recent filing on this page is 2025 Q4, when Mason & Associates Inc reported 56,231 shares, equal to 2.05% of portfolio, with an estimated market value of $10.9M.

What does the chart on this VOX ownership page compare?

The chart compares Mason & Associates Inc's quarterly VOX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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