VOO — VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW

Ownership history in 1776 Wealth LLC  ·  15 quarters on record

This page tracks every 13F SEC filing in which 1776 Wealth LLC reported a position in VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW (VOO). 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
1.65% (2025 Q4)
Avg. % of fund
1.22%
First filed
2022 Q2
Last filed
2025 Q4
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 6,975 — 0% 1.65% $4.4M $627.13
2025 Q3 UNCHANGED 6,975 — 0% 1.65% $4.3M $610.65
2025 Q2 ADDED 6,975 +387 +5.9% 1.63% $4.0M $564.81
2025 Q1 ADDED 6,588 +200 +3.1% 1.56% $3.4M $509.43
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VOO price (monthly, adj. close)

Other funds also holding VOO

As of 2025 Q4 — sorted by position size

Call To Action Foundation 100.0% AFBI LP 100.0% E-L Financial Corp Ltd 3Y 7Y 100.0% AXIS CAPITAL HOLDINGS LTD 91.09% GLOBE LIFE INC. 3Y 7Y 86.57% Standard Family Office LLC 3Y 84.86% FJ Investments, LLC 83.65% DUMAC, INC. 3Y 7Y 71.66% Liquid Strategies, LLC 3Y 64.34% Investure, LLC 3Y 7Y 63.28%
← Back to 1776 Wealth LLC Holdings