VOO β€” VANGUARD INDEX FDS

Ownership history in Boyd Wealth Management, LLC  Β·  17 quarters on record

AI Ownership Summary

Boyd Wealth Management, LLC reported VANGUARD INDEX FDS (VOO) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 23.06% in 2024 Q2. The latest visible filing shows VOO at 21.71% 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 Boyd Wealth 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
2025 Q4

VOO was reported at 21.71% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
23.06% 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 Boyd Wealth Management, LLC held VOO β€” position size vs. price
% of Fund (quarterly)    VOO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 81,632 -731 -0.9% 21.71% $51.2M 2026-02-14 (Est.) $624.92
2025 Q3 ADDED 82,363 +277 +0.3% 21.72% $50.4M 2025-10-31 $623.30
2025 Q2 ADDED 82,086 +22,688 +38.2% 20.19% $46.6M 2025-07-15 $566.83
2025 Q1 REDUCED 59,398 -20,590 -25.7% 15.21% $30.5M 2025-04-24 $496.46
2024 Q4 REDUCED 79,988 -4,867 -5.7% 21.25% $43.1M 2025-01-23 $552.14
2024 Q3 ADDED 84,855 +1,304 +1.6% 22.68% $44.8M 2024-10-25 $522.47
2024 Q2 ADDED 83,551 +1,575 +1.9% 23.06% $41.8M 2024-07-24 $486.62
2024 Q1 ADDED 81,976 +17,073 +26.3% 22.51% $39.4M 2024-04-24 $452.93
2023 Q4 ADDED 64,903 +15,516 +31.4% 17.63% $28.3M 2024-01-31 $431.38
8 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Boyd Wealth Management, 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 Boyd Wealth Management, LLC reported owning VOO?

Boyd Wealth Management, LLC reported VOO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VOO position in Boyd Wealth Management, LLC's portfolio?

The largest reported portfolio weight for VOO was 23.06% in 2024 Q2.

What is the latest reported VOO position on this page?

The most recent filing on this page is 2025 Q4, when Boyd Wealth Management, LLC reported 81,632 shares, equal to 21.71% of portfolio, with an estimated market value of $51.2M.

What does the chart on this VOO ownership page compare?

The chart compares Boyd Wealth Management, 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.

← Back to Boyd Wealth Management, LLC Holdings