AMERICAN FINANCIAL & TAX STRATEGIES INC VO — VANGUARD INDEX FDS

Ownership history in AMERICAN FINANCIAL & TAX STRATEGIES INC  ·  10 quarters on record

AI Ownership Summary

AMERICAN FINANCIAL & TAX STRATEGIES INC reported VANGUARD INDEX FDS (VO) in 10 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.16% in 2025 Q3. The latest visible filing shows VO at 0.15% 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 AMERICAN FINANCIAL & TAX STRATEGIES 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
2026 Q3

VO was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% 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
2024 Q2 to 2026 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.

VO stock page AMERICAN FINANCIAL & TAX STRATEGIES INC fund profile AMERICAN FINANCIAL & TAX STRATEGIES INC full holdings
How AMERICAN FINANCIAL & TAX STRATEGIES INC held VO — position size vs. price
% of Fund (quarterly)    VO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 4,024 -8 -0.2% 0.15% $316K 2026-10-16 $80.40
2026 Q2 ADDED — — — 4,032 +3,024 +300.0% 0.15% $325K 2026-08-07 $82.69
2026 Q1 REDUCED — — — 1,008 -23 -2.2% 0.14% $290K 2026-05-06 $77.95
2025 Q4 REDUCED 6.1% -0.7% ✅ 1,031 -67 -6.1% 0.15% $299K 2026-01-30 $73.51
2025 Q3 REDUCED — — — 1,098 -10 -0.9% 0.16% $322K 2025-10-20 $72.27
2025 Q2 UNCHANGED — — — 1,108 — 0% 0.16% $310K 2025-08-01 $69.48
2025 Q1 REDUCED — — — 1,108 -6 -0.5% 0.15% $286K 2025-05-06 $63.55
2024 Q4 UNCHANGED — — — 1,114 — 0% 0.15% $294K 2025-01-28 $67.18
2024 Q3 REDUCED 7.4% +0.5% ❌ 1,114 -89 -7.4% 0.15% $294K 2024-10-29 $64.76
2024 Q2 INITIATED — — — 1,203 — — 0.15% $291K 2024-08-08 $59.19

🏢 Other funds also holding VO

As of 2026 Q3 — sorted by position size

Fidato Wealth LLC 3Y 24.0% TL Private Wealth 3Y 14.27% SEARCY FINANCIAL SERVICES INC /ADV 3Y 7Y 10.97% Financial Synergies Wealth Advisors, Inc. 10.01% Advantage Trust Co 9.82% Seven Bridges Advisors LLC 9.59% Koenig Investment Advisory, LLC 9.37% Ballast, Inc. 3Y 7Y 9.34% New Hampshire Trust 3Y 9.07% Arbor Wealth Management LLC\AZ 8.14%

FAQ About AMERICAN FINANCIAL & TAX STRATEGIES 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 AMERICAN FINANCIAL & TAX STRATEGIES INC reported owning VO?

AMERICAN FINANCIAL & TAX STRATEGIES INC reported VO across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported VO position in AMERICAN FINANCIAL & TAX STRATEGIES INC's portfolio?

The largest reported portfolio weight for VO was 0.16% in 2025 Q3.

What is the latest reported VO position on this page?

The most recent filing on this page is 2026 Q3, when AMERICAN FINANCIAL & TAX STRATEGIES INC reported 4,024 shares, equal to 0.15% of portfolio, with an estimated market value of $316K.

What does the chart on this VO ownership page compare?

The chart compares AMERICAN FINANCIAL & TAX STRATEGIES 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.

How well did AMERICAN FINANCIAL & TAX STRATEGIES INC time their VO position?

Based on 13F filing dates vs. subsequent VO price moves, AMERICAN FINANCIAL & TAX STRATEGIES INC correctly timed 1 out of 7 reported position changes (14%). The annualised alpha on VO relative to SPY over the holding period was -3.7%.

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