VIOO β€” VANGUARD ADMIRAL FDS INC

Ownership history in Activest Wealth Management  Β·  15 quarters on record

AI Ownership Summary

Activest Wealth Management reported VANGUARD ADMIRAL FDS INC (VIOO) in 15 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.1% in 2023 Q3. The latest visible filing shows VIOO at 0.02% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VIOO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Activest Wealth Management's position in VANGUARD ADMIRAL FDS 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
2025 Q3

VIOO was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2023 Q3

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

Time in book
Holding Window
2023 Q3 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 Activest Wealth Management held VIOO β€” position size vs. price
% of Fund (quarterly)    VIOO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 674 β€” 0% 0.02% $75K 2025-11-03 $108.33
2025 Q2 REDUCED 674 -336 -33.3% 0.02% $68K 2025-07-29 $102.70
2025 Q1 UNCHANGED 1,010 β€” 0% 0.03% $98K 2025-05-15 $98.13
2024 Q4 REDUCED 1,010 -85 -7.8% 0.03% $107K 2025-01-28 $107.87
2024 Q3 UNCHANGED 1,095 β€” 0% 0.04% $118K 2024-11-12 $111.95
2024 Q2 REDUCED 1,095 -650 -37.2% 0.04% $108K 2024-07-30 $105.31
2024 Q1 UNCHANGED 1,745 β€” 0% 0.09% $177K 2024-04-24 $94.24
2023 Q4 REDUCED 1,745 -126 -6.7% 0.10% $173K 2024-01-19 $92.81
2023 Q3 REDUCED 1,871 -1 -0.1% 0.10% $164K 2023-10-10 $83.33
6 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Activest Wealth Management and VIOO

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

How long has Activest Wealth Management reported owning VIOO?

Activest Wealth Management reported VIOO across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported VIOO position in Activest Wealth Management's portfolio?

The largest reported portfolio weight for VIOO was 0.10% in 2023 Q3.

What is the latest reported VIOO position on this page?

The most recent filing on this page is 2025 Q3, when Activest Wealth Management reported 674 shares, equal to 0.02% of portfolio, with an estimated market value of $75K.

What does the chart on this VIOO ownership page compare?

The chart compares Activest Wealth Management's quarterly VIOO 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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