VOO VANGUARD INDEX FDS

Ownership history in David Kennon Inc  ·  12 quarters on record

AI Ownership Summary

David Kennon Inc reported VANGUARD INDEX FDS (VOO) in 12 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 25.22% in 2025 Q3. The latest visible filing shows VOO at 24.91% 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 David Kennon 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 24.91% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
25.22% in 2025 Q3

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

Time in book
Holding Window
2023 Q3 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 David Kennon Inc held VOO — position size vs. price
% of Fund (quarterly)    VOO price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 111,761 -2,645 -2.3% 24.91% $70.1M 2026-02-14 (Est.) $626.89
2025 Q3 REDUCED 114,406 -1,829 -1.6% 25.22% $70.1M 2025-11-10 $624.70
2025 Q2 ADDED 116,235 +31,153 +36.6% 24.67% $66.0M 2025-07-17 $573.91
2025 Q1 REDUCED 85,082 -1,689 -1.9% 17.41% $43.7M 2025-04-23 $487.78
2024 Q4 REDUCED 86,771 -143 -0.2% 18.44% $46.8M 2025-01-23 $553.89
2024 Q3 ADDED 86,914 +110 +0.1% 18.06% $45.9M 2024-10-22 $527.96
2024 Q2 REDUCED 86,804 -1,284 -1.5% 18.23% $43.4M 2024-07-25 $485.70
2024 Q1 REDUCED 88,088 -1,240 -1.4% 18.10% $42.3M 2024-05-06 $464.35
2023 Q4 ADDED 89,328 +556 +0.6% 17.48% $39.0M 2024-01-23 $434.49
2023 Q3 ADDED 88,772 +530 +0.6% 16.72% $34.9M 2023-11-07 $389.71
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About David Kennon 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 David Kennon Inc reported owning VOO?

David Kennon Inc reported VOO across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported VOO position in David Kennon Inc's portfolio?

The largest reported portfolio weight for VOO was 25.22% in 2025 Q3.

What is the latest reported VOO position on this page?

The most recent filing on this page is 2025 Q4, when David Kennon Inc reported 111,761 shares, equal to 24.91% of portfolio, with an estimated market value of $70.1M.

What does the chart on this VOO ownership page compare?

The chart compares David Kennon 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 David Kennon Inc Holdings