VPMAX β€” VANGUARD PRIMECAP ADM

Ownership history in Coston, McIsaac & Partners  Β·  13 quarters on record

AI Ownership Summary

Coston, McIsaac & Partners reported VANGUARD PRIMECAP ADM (VPMAX) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.02% in 2024 Q2. The latest visible filing shows VPMAX at 0.02% 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 VPMAX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Coston, McIsaac & Partners's position in VANGUARD PRIMECAP ADM, 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

VPMAX was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% 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 Coston, McIsaac & Partners held VPMAX β€” position size vs. price
% of Fund (quarterly)    VPMAX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (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 ADDED 435 +76 +21.2% 0.02% $80K 2026-02-14 (Est.) $193.85
2025 Q3 UNCHANGED 359 β€” 0% 0.02% $70K 2025-11-05 $149.52
2025 Q2 UNCHANGED 359 β€” 0% 0.02% $63K 2025-08-12 $131.47
2025 Q1 UNCHANGED 359 β€” 0% 0.02% $59K 2025-05-13 $121.96
2024 Q4 UNCHANGED 359 β€” 0% 0.02% $59K 2025-01-23 $126.76
2024 Q3 UNCHANGED 359 β€” 0% 0.02% $65K 2024-10-22 $116.54
2024 Q2 UNCHANGED 359 β€” 0% 0.02% $64K 2024-07-31 $113.56
2024 Q1 UNCHANGED 359 β€” 0% 0.02% $61K 2024-04-17 $104.20
2023 Q4 UNCHANGED 359 β€” 0% 0.02% $56K 2024-01-23 $101.81
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding VPMAX

As of 2026 Q1 β€” sorted by position size

FIRST MERCHANTS CORP 3Y 7Y 0.06%

FAQ About Coston, McIsaac & Partners and VPMAX

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

How long has Coston, McIsaac & Partners reported owning VPMAX?

Coston, McIsaac & Partners reported VPMAX across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VPMAX position in Coston, McIsaac & Partners's portfolio?

The largest reported portfolio weight for VPMAX was 0.02% in 2024 Q2.

What is the latest reported VPMAX position on this page?

The most recent filing on this page is 2025 Q4, when Coston, McIsaac & Partners reported 435 shares, equal to 0.02% of portfolio, with an estimated market value of $80K.

What does the chart on this VPMAX ownership page compare?

The chart compares Coston, McIsaac & Partners's quarterly VPMAX 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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