VOO β€” VANGUARD INDEX FDS

Ownership history in Carmichael Hill & Associates, Inc.  Β·  28 quarters on record

AI Ownership Summary

Carmichael Hill & Associates, Inc. reported VANGUARD INDEX FDS (VOO) in 28 quarterly 13F filings from 2023 Q4 through 2024 Q3. Peak portfolio weight reached 1.25% in 2024 Q2. The latest visible filing shows VOO at 1.19% 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 Carmichael Hill & 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
2024 Q3

VOO was reported at 1.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.25% 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 2024 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.

VOO stock page Carmichael Hill & Associates, Inc. fund profile Carmichael Hill & Associates, Inc. full holdings
How Carmichael Hill & Associates, Inc. held VOO β€” position size vs. price
% of Fund (quarterly)    VOO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 REDUCED 6,335 -16 -0.3% 1.19% $3.3M 2024-11-14 (Est.) $535.50
2024 Q2 ADDED 6,351 +490 +8.4% 1.25% $3.2M 2024-08-02 $479.40
2024 Q1 ADDED 5,861 +793 +15.6% 1.11% $2.8M 2024-04-24 $452.93
2023 Q4 ADDED 5,068 +568 +12.6% 0.92% $2.2M 2024-01-23 $433.12
24 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding VOO

As of 2026 Q1 β€” 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 Carmichael Hill & 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 Carmichael Hill & Associates, Inc. reported owning VOO?

Carmichael Hill & Associates, Inc. reported VOO across 4 quarterly 13F filings, from 2023 Q4 through 2024 Q3.

What was the largest reported VOO position in Carmichael Hill & Associates, Inc.'s portfolio?

The largest reported portfolio weight for VOO was 1.25% in 2024 Q2.

What is the latest reported VOO position on this page?

The most recent filing on this page is 2024 Q3, when Carmichael Hill & Associates, Inc. reported 6,335 shares, equal to 1.19% of portfolio, with an estimated market value of $3.3M.

What does the chart on this VOO ownership page compare?

The chart compares Carmichael Hill & 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.

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