VOO Vanguard 500 Index ETF

Ownership history in Aufman Associates Inc  ·  25 quarters on record

AI Ownership Summary

Aufman Associates Inc reported Vanguard 500 Index ETF (VOO) in 25 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 24.04% in 2024 Q2. The latest visible filing shows VOO at 19.45% 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 Aufman Associates Inc's position in Vanguard 500 Index 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 Q4

VOO was reported at 19.45% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
24.04% in 2024 Q2

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 Aufman Associates Inc held VOO — position size vs. price
% of Fund (quarterly)    VOO price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 60,528 -689 -1.1% 19.45% $38.0M 2026-02-14 (Est.) $624.92
2025 Q3 REDUCED 61,217 -653 -1.1% 21.10% $37.5M 2025-11-12 $624.48
2025 Q2 REDUCED 61,870 -521 -0.8% 21.67% $35.1M 2025-08-13 $587.63
2025 Q1 REDUCED 62,391 -1,949 -3.0% 22.04% $32.1M 2025-05-14 $533.71
2024 Q4 REDUCED 64,340 -1,334 -2.0% 23.40% $34.7M 2025-02-12 $546.34
2024 Q3 REDUCED 65,674 -1,844 -2.7% 22.28% $34.7M 2024-11-13 $538.93
2024 Q2 REDUCED 67,518 -1,997 -2.9% 24.04% $33.8M 2024-08-09 $479.31
2024 Q1 REDUCED 69,515 -580 -0.8% 23.53% $33.4M 2024-05-10 $466.81
2023 Q4 REDUCED 70,095 -336 -0.5% 23.11% $30.6M 2024-02-14 $445.44
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Aufman Associates 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 Aufman Associates Inc reported owning VOO?

Aufman Associates Inc reported VOO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VOO position in Aufman Associates Inc's portfolio?

The largest reported portfolio weight for VOO was 24.04% in 2024 Q2.

What is the latest reported VOO position on this page?

The most recent filing on this page is 2025 Q4, when Aufman Associates Inc reported 60,528 shares, equal to 19.45% of portfolio, with an estimated market value of $38.0M.

What does the chart on this VOO ownership page compare?

The chart compares Aufman Associates 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.

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