Birchcreek Wealth Management, LLC VOOG — VANGUARD ADMIRAL FDS INC

Ownership history in Birchcreek Wealth Management, LLC  ·  10 quarters on record

AI Ownership Summary

Birchcreek Wealth Management, LLC reported VANGUARD ADMIRAL FDS INC (VOOG) in 10 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.38% in 2025 Q3. The latest visible filing shows VOOG at 0.33% 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 VOOG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Birchcreek Wealth Management, LLC's position in VANGUARD ADMIRAL FDS INC, 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

VOOG was reported at 0.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.38% in 2025 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.

VOOG stock page Birchcreek Wealth Management, LLC fund profile Birchcreek Wealth Management, LLC full holdings
How Birchcreek Wealth Management, LLC held VOOG — position size vs. price
% of Fund (quarterly)    VOOG 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 — — — 10,152 — 0% 0.33% $868K 2026-11-10 $79.31
2026 Q2 ADDED — — — 10,152 +8,460 +500.0% 0.33% $839K 2026-08-06 $84.74
2026 Q1 UNCHANGED — — — 1,692 — 0% 0.33% $690K 2026-05-08 $81.44
2025 Q4 UNCHANGED — — — 1,692 — 0% 0.37% $752K 2026-01-16 $74.19
2025 Q3 UNCHANGED — — — 1,692 — 0% 0.38% $737K 2025-10-28 $75.09
2025 Q2 ADDED — — — 1,692 +205 +13.8% 0.38% $671K 2025-08-07 $68.06
2025 Q1 ADDED — — — 1,487 +188 +14.5% 0.31% $497K 2025-05-06 $57.35
2024 Q4 ADDED — — — 1,299 +194 +17.6% 0.30% $476K 2025-02-04 $62.22
2024 Q3 ADDED — — — 1,105 +422 +61.8% 0.25% $382K 2024-11-06 $59.05
2024 Q2 INITIATED — — — 683 — — 0.13% $228K 2024-08-02 $52.03

🏢 Other funds also holding VOOG

As of 2026 Q3 — sorted by position size

Kropog Financial Group, LLC 22.24% Shakespeare Wealth Management, LLC 3Y 7Y 14.62% SMI Advisory Services, LLC 3Y 10.54% Keystone Financial Services, LLC 10.18% Arista Wealth Management, LLC 3Y 9.47% Wheelhouse Advisory Group LLC 9.18% Curry Webb Wealth Management LLC 8.87% ENTRUST FINANCIAL LLC 8.72% EHRLICH FINANCIAL GROUP 5.96% Cerro Pacific Wealth Advisors LLC 3Y 5.63%

FAQ About Birchcreek Wealth Management, LLC and VOOG

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

How long has Birchcreek Wealth Management, LLC reported owning VOOG?

Birchcreek Wealth Management, LLC reported VOOG across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported VOOG position in Birchcreek Wealth Management, LLC's portfolio?

The largest reported portfolio weight for VOOG was 0.38% in 2025 Q3.

What is the latest reported VOOG position on this page?

The most recent filing on this page is 2026 Q3, when Birchcreek Wealth Management, LLC reported 10,152 shares, equal to 0.33% of portfolio, with an estimated market value of $868K.

What does the chart on this VOOG ownership page compare?

The chart compares Birchcreek Wealth Management, LLC's quarterly VOOG 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 Birchcreek Wealth Management, LLC time their VOOG position?

Based on 13F filing dates vs. subsequent VOOG price moves, Birchcreek Wealth Management, LLC correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on VOOG relative to SPY over the holding period was +160.3%.

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