VOO VANGUARD INDEX FDS

Ownership history in BAILARD, INC.  ·  31 quarters on record

This page tracks every 13F SEC filing in which BAILARD, INC. reported a position in VANGUARD INDEX FDS (VOO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.34% (2025 Q3)
Avg. % of fund
0.45%
First filed
2018 Q2
Last filed
2025 Q4
Quarters held
31
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 67,501 -32,986 -32.8% 0.94% $42.3M $627.13
2025 Q3 ADDED 100,487 +2,042 +2.1% 1.34% $61.5M $610.65
2025 Q2 ADDED 98,445 +598 +0.6% 1.30% $55.9M $564.81
2025 Q1 ADDED 97,847 +8,069 +9.0% 1.30% $50.3M $509.43
2024 Q4 ADDED 89,778 +25,723 +40.2% 1.24% $48.4M $532.26
2024 Q3 REDUCED 64,055 -124 -0.2% 0.88% $33.8M $519.60
2024 Q2 REDUCED 64,179 -1,414 -2.2% 0.88% $32.1M $490.95
2024 Q1 REDUCED 65,593 -4,330 -6.2% 0.87% $31.5M $470.20
2023 Q4 REDUCED 69,923 -236 -0.3% 0.90% $30.5M $425.89
2023 Q3 ADDED 70,159 +50,548 +257.8% 0.91% $27.6M $381.32
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VOO price (monthly, adj. close)
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