Atwater Malick LLC VV — VANGUARD INDEX FDS

Ownership history in Atwater Malick LLC  ·  10 quarters on record

AI Ownership Summary

Atwater Malick LLC reported VANGUARD INDEX FDS (VV) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.29% in 2024 Q4. The latest visible filing shows VV at 0.25% 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 VV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Atwater Malick LLC'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

VV was reported at 0.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.29% 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.

VV stock page Atwater Malick LLC fund profile Atwater Malick LLC full holdings
How Atwater Malick LLC held VV — position size vs. price
% of Fund (quarterly)    VV 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 UNCHANGED — — — 3,098 — 0% 0.25% $926K 2026-04-22 $327.25
2025 Q4 UNCHANGED — — — 3,098 — 0% 0.27% $975K 2026-01-23 $316.51
2025 Q3 REDUCED — — — 3,098 -56 -1.8% 0.28% $954K 2025-10-23 $308.72
2025 Q2 REDUCED — — — 3,154 -1 -0.0% 0.28% $900K 2025-07-21 $288.11
2025 Q1 UNCHANGED — — — 3,155 — 0% 0.27% $811K 2025-04-11 $242.70
2024 Q4 UNCHANGED — — — 3,155 — 0% 0.29% $851K 2025-01-15 $269.08
2024 Q3 UNCHANGED — — — 3,155 — 0% 0.27% $831K 2024-10-10 $259.84
2024 Q2 UNCHANGED — — — 3,155 — 0% 0.27% $788K 2024-07-17 $250.27
2024 Q1 UNCHANGED — — — 3,155 — 0% 0.27% $756K 2024-04-16 $225.42
2023 Q4 INITIATED — — — 3,155 — — 0.27% $688K 2024-01-11 $213.02

🏢 Other funds also holding VV

As of 2026 Q1 — sorted by position size

Addis & Hill, Inc 38.39% Mason & Associates, LLC 29.36% Financial Planning Navigators CORP 23.38% James Reed Financial Services, Inc. 3Y 22.18% MilWealth Group LLC 3Y 21.04% JUNCTURE WEALTH STRATEGIES, LLC 3Y 7Y 20.28% James J. Burns & Company, LLC 3Y 19.94% Koesten, Hirschmann & Crabtree, INC. 3Y 17.69% Box Hill Private Wealth LLC 16.96% National Mutual Insurance Federation of Agricultural Cooperatives 3Y 7Y 15.06%

FAQ About Atwater Malick LLC and VV

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

How long has Atwater Malick LLC reported owning VV?

Atwater Malick LLC reported VV across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VV position in Atwater Malick LLC's portfolio?

The largest reported portfolio weight for VV was 0.29% in 2024 Q4.

What is the latest reported VV position on this page?

The most recent filing on this page is 2026 Q1, when Atwater Malick LLC reported 3,098 shares, equal to 0.25% of portfolio, with an estimated market value of $926K.

What does the chart on this VV ownership page compare?

The chart compares Atwater Malick LLC's quarterly VV 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 Atwater Malick LLC time their VV position?

Based on 13F filing dates vs. subsequent VV price moves, Atwater Malick LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on VV relative to SPY over the holding period was +0.1%.

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