Bishop & Co Investment Management, LLC VTV VANGUARD INDEX FDS

Ownership history in Bishop & Co Investment Management, LLC  ·  41 quarters on record

AI Ownership Summary

Bishop & Co Investment Management, LLC reported VANGUARD INDEX FDS (VTV) in 41 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 18.89% in 2026 Q1. The latest visible filing shows VTV at 18.89% 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 VTV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bishop & Co Investment Management, 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

VTV was reported at 18.89% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
18.89% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 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.

How Bishop & Co Investment Management, LLC held VTV — position size vs. price
% of Fund (quarterly)    VTV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 280,613 -1,825 -0.6% 18.89% $55.1M 2026-04-24 $202.53
2025 Q4 ADDED 282,438 +3,357 +1.2% 17.87% $53.9M 2026-01-21 $196.40
2025 Q3 ADDED 279,081 +5,841 +2.1% 17.41% $52.0M 2025-10-30 $182.73
2025 Q2 REDUCED 273,240 -4,339 -1.6% 17.35% $48.3M 2025-08-14 $176.78
2025 Q1 ADDED 277,579 +8,720 +3.2% 18.55% $47.9M 2025-05-07 $163.29
2024 Q4 ADDED 268,859 +3,194 +1.2% 17.36% $45.5M 2025-02-11 $171.91
2024 Q3 ADDED 265,665 +1,987 +0.8% 17.66% $46.4M 2024-11-12 $171.19
2024 Q1 ADDED 263,678 +125,474 +90.8% 17.78% $42.9M 2024-04-25 $150.39
33 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Bishop & Co Investment Management, LLC and VTV

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

How long has Bishop & Co Investment Management, LLC reported owning VTV?

Bishop & Co Investment Management, LLC reported VTV across 8 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported VTV position in Bishop & Co Investment Management, LLC's portfolio?

The largest reported portfolio weight for VTV was 18.89% in 2026 Q1.

What is the latest reported VTV position on this page?

The most recent filing on this page is 2026 Q1, when Bishop & Co Investment Management, LLC reported 280,613 shares, equal to 18.89% of portfolio, with an estimated market value of $55.1M.

What does the chart on this VTV ownership page compare?

The chart compares Bishop & Co Investment Management, LLC's quarterly VTV 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 Bishop & Co Investment Management, LLC time their VTV position?

Based on 13F filing dates vs. subsequent VTV price moves, Bishop & Co Investment Management, LLC correctly timed 18 out of 40 reported position changes (45%). The annualised alpha on VTV relative to SPY over the holding period was -2.4%.

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