Vanguard Capital Wealth Advisors MOBX — MOBIX LABS INC

Ownership history in Vanguard Capital Wealth Advisors  ·  9 quarters on record

AI Ownership Summary

Vanguard Capital Wealth Advisors reported MOBIX LABS INC (MOBX) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.86% in 2025 Q1. The latest visible filing shows MOBX at 0.45% 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 MOBX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Vanguard Capital Wealth Advisors's position in MOBIX LABS INC, 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
2026 Q1

MOBX was reported at 0.45% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.86% in 2025 Q1

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

Time in book
Holding Window
2024 Q1 to 2026 Q1

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.

MOBX stock page Vanguard Capital Wealth Advisors fund profile Vanguard Capital Wealth Advisors full holdings
How Vanguard Capital Wealth Advisors held MOBX — position size vs. price
% of Fund (quarterly)    MOBX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 1,453,416 +70,000 +5.1% 0.45% $486K 2026-04-21 $3.07
2025 Q4 ADDED — — — 1,383,416 +54,700 +4.1% 0.30% $370K 2026-01-16 $2.37
2025 Q3 ADDED — — — 1,328,716 +377,735 +39.7% 0.86% $1.1M 2025-10-30 $6.93
2025 Q2 ADDED — — — 950,981 +162,361 +20.6% 0.72% $728K 2025-07-11 $8.23
2025 Q1 ADDED — — — 788,620 +758,620 +2528.7% 0.86% $704K 2025-04-11 $8.24
2024 Q4 REDUCED 76.4% -47.5% ✅ 30,000 -97,000 -76.4% 0.06% $51K 2025-02-18 $13.50
2024 Q3 UNCHANGED — — — 127,000 — 0% 0.14% $135K 2024-10-25 $7.29
2024 Q2 UNCHANGED — — — 127,000 — 0% 0.14% $208K 2024-08-08 $10.50
2024 Q1 INITIATED — — — 127,000 — — 0.18% $255K 2024-04-16 $19.80

🏢 Other funds also holding MOBX

As of 2026 Q1 — sorted by position size

Focus Partners Wealth 3Y 7Y 0.0% HCR Wealth Advisors 3Y 7Y 0.0% Krilogy Financial LLC 3Y 7Y 0.0% PFG Investments, LLC 0.0% MONEY CONCEPTS CAPITAL CORP 3Y 0.0% XTX Topco Ltd 3Y 0.0% Beacon Pointe Advisors, LLC 3Y 7Y 0.0% Mariner, LLC 3Y 7Y 0.0% VANGUARD FIDUCIARY TRUST CO 0.0% UBS Group AG 3Y 7Y 0.0%

FAQ About Vanguard Capital Wealth Advisors and MOBX

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

How long has Vanguard Capital Wealth Advisors reported owning MOBX?

Vanguard Capital Wealth Advisors reported MOBX across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported MOBX position in Vanguard Capital Wealth Advisors's portfolio?

The largest reported portfolio weight for MOBX was 0.86% in 2025 Q1.

What is the latest reported MOBX position on this page?

The most recent filing on this page is 2026 Q1, when Vanguard Capital Wealth Advisors reported 1,453,416 shares, equal to 0.45% of portfolio, with an estimated market value of $486K.

What does the chart on this MOBX ownership page compare?

The chart compares Vanguard Capital Wealth Advisors's quarterly MOBX 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.

How well did Vanguard Capital Wealth Advisors time their MOBX position?

Based on 13F filing dates vs. subsequent MOBX price moves, Vanguard Capital Wealth Advisors correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on MOBX relative to SPY over the holding period was -66.9%.

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