Astoria Strategic Wealth, Inc. VOO VANGUARD INDEX FDS

Ownership history in Astoria Strategic Wealth, Inc.  ·  26 quarters on record

AI Ownership Summary

Astoria Strategic Wealth, Inc. reported VANGUARD INDEX FDS (VOO) in 26 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.23% in 2024 Q4. The latest visible filing shows VOO at 0.22% 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 Astoria Strategic Wealth, 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 Q1

VOO was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.23% in 2024 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 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 Astoria Strategic Wealth, Inc. 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 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 1,423 -3 -0.2% 0.22% $850K 2026-04-20 $651.54
2025 Q4 REDUCED 1,426 -2 -0.1% 0.23% $894K 2026-02-05 $621.14
2025 Q3 REDUCED 1,428 -3 -0.2% 0.22% $874K 2025-11-07 $613.21
2025 Q2 ADDED 1,431 +1 +0.1% 0.22% $813K 2025-07-17 $572.10
2025 Q1 UNCHANGED 1,430 0% 0.22% $735K 2025-04-29 $503.45
2024 Q4 UNCHANGED 1,430 0% 0.23% $770K 2025-01-21 $546.00
2024 Q3 UNCHANGED 1,430 0% 0.22% $755K 2024-10-15 $523.17
2024 Q2 REDUCED 1,430 -9 -0.6% 0.22% $715K 2024-07-17 $500.81
2024 Q1 UNCHANGED 1,439 0% 0.22% $692K 2024-05-07 $463.56
2023 Q4 UNCHANGED 1,439 0% 0.21% $629K 2024-02-06 $441.30
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Astoria Strategic Wealth, Inc. and VOO

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

How long has Astoria Strategic Wealth, Inc. reported owning VOO?

Astoria Strategic Wealth, Inc. reported VOO across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VOO position in Astoria Strategic Wealth, Inc.'s portfolio?

The largest reported portfolio weight for VOO was 0.23% in 2024 Q4.

What is the latest reported VOO position on this page?

The most recent filing on this page is 2026 Q1, when Astoria Strategic Wealth, Inc. reported 1,423 shares, equal to 0.22% of portfolio, with an estimated market value of $850K.

What does the chart on this VOO ownership page compare?

The chart compares Astoria Strategic Wealth, Inc.'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 Astoria Strategic Wealth, Inc. time their VOO position?

Based on 13F filing dates vs. subsequent VOO price moves, Astoria Strategic Wealth, Inc. correctly timed 3 out of 10 reported position changes (30%). The annualised alpha on VOO relative to SPY over the holding period was +0.1%.

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