VOO — VANGUARD INDEX FDS

Ownership history in Advisor OS, LLC  ·  22 quarters on record

This page tracks every 13F SEC filing in which Advisor OS, LLC reported a position in VANGUARD INDEX FDS (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
12.83% (2020 Q4)
Avg. % of fund
5.91%
First filed
2020 Q2
Last filed
2025 Q4
Quarters held
22
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 173,663 +8,327 +5.0% 8.77% $108.9M $627.13
2025 Q3 ADDED 165,336 +3,851 +2.4% 8.74% $101.2M $610.65
2025 Q2 REDUCED 161,485 -2,860 -1.7% 9.03% $91.7M $564.81
2025 Q1 REDUCED 164,345 -14,738 -8.2% 9.61% $84.5M $509.43
18 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%
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