VOX β€” VANGUARD WORLD FD

Ownership history in PCG ASSET MANAGEMENT, LLC  Β·  5 quarters on record

AI Ownership Summary

PCG ASSET MANAGEMENT, LLC reported VANGUARD WORLD FD (VOX) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.61% in 2024 Q4. The latest visible filing shows VOX at 0.56% 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 PCG ASSET MANAGEMENT, LLC'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 0.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.61% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 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 PCG ASSET MANAGEMENT, LLC held VOX β€” position size vs. price
% of Fund (quarterly)    VOX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 3,629 -111 -3.0% 0.56% $706K 2026-02-14 (Est.) $186.63
2025 Q3 REDUCED 3,740 -15 -0.4% 0.56% $1.4M 2025-11-20 $177.55
2025 Q2 REDUCED 3,755 -260 -6.5% 0.55% $642K 2025-08-07 $172.58
2025 Q1 REDUCED 4,015 -462 -10.3% 0.56% $596K 2025-05-12 $153.47
2024 Q4 INITIATED 4,477 β€” β€” 0.61% $694K 2025-02-05 $163.88

FAQ About PCG ASSET MANAGEMENT, 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 PCG ASSET MANAGEMENT, LLC reported owning VOX?

PCG ASSET MANAGEMENT, LLC reported VOX across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported VOX position in PCG ASSET MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for VOX was 0.61% in 2024 Q4.

What is the latest reported VOX position on this page?

The most recent filing on this page is 2025 Q4, when PCG ASSET MANAGEMENT, LLC reported 3,629 shares, equal to 0.56% of portfolio, with an estimated market value of $706K.

What does the chart on this VOX ownership page compare?

The chart compares PCG ASSET MANAGEMENT, 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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