VOX β€” VANGUARD WORLD FDS

Ownership history in OBSIDIAN CIO, LLC  Β·  8 quarters on record

AI Ownership Summary

OBSIDIAN CIO, LLC reported VANGUARD WORLD FDS (VOX) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.18% in 2025 Q3. The latest visible filing shows VOX at 0.18% 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 OBSIDIAN CIO, LLC's position in VANGUARD WORLD FDS, 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 Q3

VOX was reported at 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2025 Q3

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

Time in book
Holding Window
2023 Q4 to 2025 Q3

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 OBSIDIAN CIO, LLC held VOX β€” position size vs. price
% of Fund (quarterly)    VOX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 7,416 +2,279 +44.4% 0.18% $1.4M 2025-10-21 $186.15
2025 Q2 ADDED 5,137 +2,970 +137.1% 0.13% $879K 2025-08-07 $172.58
2025 Q1 REDUCED 2,167 -1,899 -46.7% 0.05% $322K 2025-05-05 $149.91
2024 Q4 ADDED 4,066 +1,220 +42.9% 0.12% $630K 2025-02-11 $165.18
2024 Q3 ADDED 2,846 +303 +11.9% 0.09% $414K 2024-11-04 $145.40
2024 Q2 REDUCED 2,543 -4 -0.2% 0.08% $351K 2024-07-26 $131.22
2024 Q1 ADDED 2,547 +243 +10.5% 0.08% $334K 2024-04-30 $123.30
2023 Q4 INITIATED 2,304 β€” β€” 0.07% $271K 2024-02-02 $125.62

FAQ About OBSIDIAN CIO, LLC and VOX

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

How long has OBSIDIAN CIO, LLC reported owning VOX?

OBSIDIAN CIO, LLC reported VOX across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported VOX position in OBSIDIAN CIO, LLC's portfolio?

The largest reported portfolio weight for VOX was 0.18% in 2025 Q3.

What is the latest reported VOX position on this page?

The most recent filing on this page is 2025 Q3, when OBSIDIAN CIO, LLC reported 7,416 shares, equal to 0.18% of portfolio, with an estimated market value of $1.4M.

What does the chart on this VOX ownership page compare?

The chart compares OBSIDIAN CIO, LLC'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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