VOO Vanguard S&P 500

Ownership history in DB Fitzpatrick & Co, Inc  ·  17 quarters on record

AI Ownership Summary

DB Fitzpatrick & Co, Inc reported Vanguard S&P 500 (VOO) in 17 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 3.61% in 2025 Q4. The latest visible filing shows VOO at 3.61% 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 DB Fitzpatrick & Co, Inc's position in Vanguard S&P 500, 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 3.61% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.61% 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 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 DB Fitzpatrick & Co, 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 ADDED 6,473 +303 +4.9% 3.61% $4.1M 2026-02-14 (Est.) $626.89
2025 Q3 ADDED 6,170 +247 +4.2% 3.41% $3.8M 2025-10-14 $607.03
2025 Q2 ADDED 5,923 +183 +3.2% 2.99% $3.4M 2025-07-15 $568.62
2025 Q1 ADDED 5,740 +354 +6.6% 2.80% $2.9M 2025-04-21 $468.25
2024 Q4 REDUCED 5,386 -30 -0.6% 2.67% $2.9M 2025-01-15 $538.43
2024 Q3 ADDED 5,416 +285 +5.6% 2.51% $2.9M 2024-10-16 $527.03
2024 Q2 ADDED 5,131 +56 +1.1% 2.38% $2.6M 2024-07-17 $502.39
2024 Q1 REDUCED 5,075 -664 -11.6% 2.24% $2.4M 2024-04-19 $445.16
2023 Q4 REDUCED 5,739 -109 -1.9% 2.40% $2.5M 2024-01-24 $434.85
2023 Q3 REDUCED 5,848 -2,486 -29.8% 2.45% $2.3M 2023-11-01 $377.14
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About DB Fitzpatrick & Co, 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 DB Fitzpatrick & Co, Inc reported owning VOO?

DB Fitzpatrick & Co, Inc reported VOO across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported VOO position in DB Fitzpatrick & Co, Inc's portfolio?

The largest reported portfolio weight for VOO was 3.61% in 2025 Q4.

What is the latest reported VOO position on this page?

The most recent filing on this page is 2025 Q4, when DB Fitzpatrick & Co, Inc reported 6,473 shares, equal to 3.61% of portfolio, with an estimated market value of $4.1M.

What does the chart on this VOO ownership page compare?

The chart compares DB Fitzpatrick & Co, 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 DB Fitzpatrick & Co, Inc Holdings