VOO — VANGUARD INDEX FDS

Ownership history in BROOKS, MOORE & ASSOCIATES, INC.  ·  29 quarters on record

AI Ownership Summary

BROOKS, MOORE & ASSOCIATES, INC. reported VANGUARD INDEX FDS (VOO) in 29 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.95% in 2025 Q4. The latest visible filing shows VOO at 3.95% 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 BROOKS, MOORE & ASSOCIATES, INC.'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 3.95% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.95% in 2025 Q4

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.

VOO stock page BROOKS, MOORE & ASSOCIATES, INC. fund profile BROOKS, MOORE & ASSOCIATES, INC. full holdings
How BROOKS, MOORE & ASSOCIATES, INC. held VOO — position size vs. price
% of Fund (quarterly)    VOO price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 12,830 -9,230 -41.8% 3.95% $8.0M 2026-02-14 (Est.) $624.92
2025 Q3 ADDED 22,060 +9,803 +80.0% 0.89% $1.8M 2025-11-17 $608.39
2025 Q2 ADDED 12,257 +863 +7.6% 3.84% $7.1M 2025-08-15 $586.37
2025 Q1 ADDED 11,394 +2,164 +23.4% 3.30% $5.9M 2025-05-14 $533.71
2024 Q4 ADDED 9,230 +845 +10.1% 2.94% $5.0M 2025-02-14 $552.13
2024 Q3 ADDED 8,385 +109 +1.3% 2.61% $4.4M 2024-11-14 $535.50
2024 Q2 REDUCED 8,276 -132 -1.6% 2.66% $4.1M 2024-08-15 $497.48
2024 Q1 REDUCED 8,408 -22 -0.3% 2.59% $4.0M 2024-05-14 $469.05
2023 Q4 ADDED 8,430 +984 +13.2% 2.53% $3.7M 2024-02-15 $448.45
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VOO

As of 2026 Q1 — sorted by position size

Global Wealth Strategies & Associates 3Y 30.06% BancFirst Trust & Investment Management 3Y 4.58% Hilltop National Bank 3.2% WALLER FINANCIAL PLANNING GROUP, INC 3Y 7Y 1.88% COLLECTIVE FAMILY OFFICE LLC 3Y 1.71% Ridgewood Investments LLC 3Y 7Y 1.68% Crumly & Associates Inc. 3Y 1.52% Byrne Asset Management LLC 3Y 1.16% First County Bank /CT/ 1.11% Bangor Savings Bank 3Y 7Y 0.98%

FAQ About BROOKS, MOORE & ASSOCIATES, INC. and VOO

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

How long has BROOKS, MOORE & ASSOCIATES, INC. reported owning VOO?

BROOKS, MOORE & ASSOCIATES, INC. reported VOO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VOO position in BROOKS, MOORE & ASSOCIATES, INC.'s portfolio?

The largest reported portfolio weight for VOO was 3.95% in 2025 Q4.

What is the latest reported VOO position on this page?

The most recent filing on this page is 2025 Q4, when BROOKS, MOORE & ASSOCIATES, INC. reported 12,830 shares, equal to 3.95% of portfolio, with an estimated market value of $8.0M.

What does the chart on this VOO ownership page compare?

The chart compares BROOKS, MOORE & ASSOCIATES, INC.'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 BROOKS, MOORE & ASSOCIATES, INC. Holdings