VO β€” VANGUARD INDEX FDS

Ownership history in Addis & Hill, Inc  Β·  9 quarters on record

AI Ownership Summary

Addis & Hill, Inc reported VANGUARD INDEX FDS (VO) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 6.89% in 2024 Q4. The latest visible filing shows VO at 6.46% 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 VO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Addis & Hill, Inc's position in VANGUARD INDEX 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 Q4

VO was reported at 6.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.89% 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
2023 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 Addis & Hill, Inc held VO β€” position size vs. price
% of Fund (quarterly)    VO 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 Q4 REDUCED 36,770 -100 -0.3% 6.46% $10.7M 2026-02-14 (Est.) $301.01
2025 Q3 ADDED 36,870 +350 +1.0% 6.60% $10.8M 2025-10-17 $286.95
2025 Q2 REDUCED 36,520 -400 -1.1% 6.67% $10.2M 2025-07-11 $279.08
2025 Q1 ADDED 36,920 +1,646 +4.7% 6.67% $9.5M 2025-04-10 $236.02
2024 Q4 ADDED 35,274 +4,117 +13.2% 6.89% $9.3M 2025-01-31 $270.28
2024 Q3 REDUCED 31,157 -57 -0.2% 6.30% $8.2M 2024-10-28 $260.48
2024 Q2 ADDED 31,214 +637 +2.1% 6.28% $7.5M 2024-07-18 $242.69
2024 Q1 ADDED 30,577 +11 +0.0% 6.44% $7.5M 2024-04-23 $231.58
2023 Q4 INITIATED 30,566 β€” β€” 6.60% $7.4M 2024-03-21 $239.76

FAQ About Addis & Hill, Inc and VO

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

How long has Addis & Hill, Inc reported owning VO?

Addis & Hill, Inc reported VO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VO position in Addis & Hill, Inc's portfolio?

The largest reported portfolio weight for VO was 6.89% in 2024 Q4.

What is the latest reported VO position on this page?

The most recent filing on this page is 2025 Q4, when Addis & Hill, Inc reported 36,770 shares, equal to 6.46% of portfolio, with an estimated market value of $10.7M.

What does the chart on this VO ownership page compare?

The chart compares Addis & Hill, Inc's quarterly VO 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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