Avory & Company, LLC VOO — VANGUARD INDEX FDS

Ownership history in Avory & Company, LLC  ·  24 quarters on record

AI Ownership Summary

Avory & Company, LLC reported VANGUARD INDEX FDS (VOO) in 24 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 25.59% in 2026 Q3. The latest visible filing shows VOO at 25.59% 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 Avory & Company, 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 Q3

VOO was reported at 25.59% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
25.59% in 2026 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.

How Avory & Company, LLC 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 Q3 UNCHANGED — — — 28,810 — 0% 25.59% $20.2M 2026-10-21 $710.72
2026 Q2 UNCHANGED — — — 28,810 — 0% 24.72% $19.8M 2026-07-23 $676.87
2026 Q1 UNCHANGED — — — 28,810 — 0% 22.27% $17.2M 2026-04-29 $650.67
2025 Q4 UNCHANGED — — — 28,810 — 0% 11.56% $18.1M 2026-02-24 $626.78
2025 Q3 UNCHANGED — — — 28,810 — 0% 10.63% $17.6M 2025-10-31 $619.90
2025 Q2 UNCHANGED — — — 28,810 — 0% 9.98% $16.4M 2025-07-31 $572.77
2025 Q1 UNCHANGED — — — 28,810 — 0% 9.78% $14.8M 2025-04-24 $493.75
2024 Q4 UNCHANGED — — — 28,810 — 0% 8.70% $15.5M 2025-02-06 $546.11
2024 Q3 UNCHANGED — — — 28,810 — 0% 9.22% $15.2M 2024-11-07 $534.52
2024 Q2 UNCHANGED — — — 28,810 — 0% 10.14% $14.4M 2024-08-01 $485.66
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Avory & Company, LLC and VOO

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

How long has Avory & Company, LLC reported owning VOO?

Avory & Company, LLC reported VOO across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported VOO position in Avory & Company, LLC's portfolio?

The largest reported portfolio weight for VOO was 25.59% in 2026 Q3.

What is the latest reported VOO position on this page?

The most recent filing on this page is 2026 Q3, when Avory & Company, LLC reported 28,810 shares, equal to 25.59% of portfolio, with an estimated market value of $20.2M.

What does the chart on this VOO ownership page compare?

The chart compares Avory & Company, LLC'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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