VO β€” VANGUARD INDEX FDS

Ownership history in Adelphi Trust Co  Β·  2 quarters on record

AI Ownership Summary

Adelphi Trust Co reported VANGUARD INDEX FDS (VO) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 8.13% in 2026 Q1. The latest visible filing shows VO at 8.13% 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 Adelphi Trust Co'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
2026 Q1

VO was reported at 8.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
8.13% in 2026 Q1

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

Time in book
Holding Window
2025 Q4 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.

How Adelphi Trust Co held VO β€” position size vs. price
% of Fund (quarterly)    VO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 34,778 +3,162 +10.0% 8.13% $10.0M 2026-05-15 (Est.) $289.00
2025 Q4 INITIATED 31,616 β€” β€” 7.49% $9.2M 2026-01-26 $298.63

FAQ About Adelphi Trust Co and VO

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

How long has Adelphi Trust Co reported owning VO?

Adelphi Trust Co reported VO across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported VO position in Adelphi Trust Co's portfolio?

The largest reported portfolio weight for VO was 8.13% in 2026 Q1.

What is the latest reported VO position on this page?

The most recent filing on this page is 2026 Q1, when Adelphi Trust Co reported 34,778 shares, equal to 8.13% of portfolio, with an estimated market value of $10.0M.

What does the chart on this VO ownership page compare?

The chart compares Adelphi Trust Co'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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