VOO Vanguard S&P 500

Ownership history in ALBION FINANCIAL GROUP /UT  ·  39 quarters on record

AI Ownership Summary

ALBION FINANCIAL GROUP /UT reported Vanguard S&P 500 (VOO) in 39 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 12.7% in 2025 Q4. The latest visible filing shows VOO at 12.70% 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 ALBION FINANCIAL GROUP /UT's position in Vanguard S&P 500, 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

VOO was reported at 12.70% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
12.7% in 2025 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 ALBION FINANCIAL GROUP /UT held VOO — position size vs. price
% of Fund (quarterly)    VOO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 325,357 -4,432 -1.3% 12.70% $204.0M 2026-02-14 (Est.) $624.92
2025 Q3 ADDED 329,789 +23,541 +7.7% 12.20% $202.0M 2025-10-20 $613.49
2025 Q2 ADDED 306,248 +19,200 +6.7% 11.36% $174.0M 2025-07-17 $572.10
2025 Q1 REDUCED 287,048 -6,249 -2.1% 10.44% $147.5M 2025-04-25 $500.11
2024 Q4 REDUCED 293,297 -7,358 -2.4% 10.82% $158.0M 2025-01-17 $541.08
2024 Q3 REDUCED 300,655 -1,484 -0.5% 11.01% $158.6M 2024-10-09 $520.69
2024 Q2 REDUCED 302,139 -1,141 -0.4% 11.38% $151.1M 2024-07-10 $504.75
2024 Q1 REDUCED 303,280 -1,639 -0.5% 11.25% $145.8M 2024-04-19 $443.76
2023 Q4 ADDED 304,919 +1,725 +0.6% 10.98% $133.2M 2024-01-26 $435.66
30 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ALBION FINANCIAL GROUP /UT and VOO

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

How long has ALBION FINANCIAL GROUP /UT reported owning VOO?

ALBION FINANCIAL GROUP /UT reported VOO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VOO position in ALBION FINANCIAL GROUP /UT's portfolio?

The largest reported portfolio weight for VOO was 12.70% in 2025 Q4.

What is the latest reported VOO position on this page?

The most recent filing on this page is 2025 Q4, when ALBION FINANCIAL GROUP /UT reported 325,357 shares, equal to 12.70% of portfolio, with an estimated market value of $204.0M.

What does the chart on this VOO ownership page compare?

The chart compares ALBION FINANCIAL GROUP /UT'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.

← Back to ALBION FINANCIAL GROUP /UT Holdings