Alaska Wealth Advisors, LLC VOO β€” VANGUARD S&P 500 ETF

Ownership history in Alaska Wealth Advisors, LLC  Β·  13 quarters on record

AI Ownership Summary

Alaska Wealth Advisors, LLC reported VANGUARD S&P 500 ETF (VOO) in 13 quarterly 13F filings from 2025 Q3 through 2025 Q3. Peak portfolio weight reached 0.05% in 2025 Q3. The latest visible filing shows VOO at 0.05% 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 VOO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Alaska Wealth Advisors, LLC's position in VANGUARD S&P 500 ETF, 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

VOO was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2025 Q3

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

Time in book
Holding Window
2025 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 Alaska Wealth Advisors, LLC held VOO β€” position size vs. price
% of Fund (quarterly)    VOO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED β€” β€” β€” 668 +368 +122.7% 0.05% $409K 2025-10-31 $623.30
12 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Alaska Wealth Advisors, LLC and VOO

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

How long has Alaska Wealth Advisors, LLC reported owning VOO?

Alaska Wealth Advisors, LLC reported VOO across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

What was the largest reported VOO position in Alaska Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for VOO was 0.05% in 2025 Q3.

What is the latest reported VOO position on this page?

The most recent filing on this page is 2025 Q3, when Alaska Wealth Advisors, LLC reported 668 shares, equal to 0.05% of portfolio, with an estimated market value of $409K.

What does the chart on this VOO ownership page compare?

The chart compares Alaska Wealth Advisors, LLC's quarterly VOO 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.

How well did Alaska Wealth Advisors, LLC time their VOO position?

Based on 13F filing dates vs. subsequent VOO price moves, Alaska Wealth Advisors, LLC correctly timed 5 out of 10 reported position changes (50%). The annualised alpha on VOO relative to SPY over the holding period was +0.6%.

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