VOO VANGUARD INDEX FDS

Ownership history in ELEMENT POINTE ADVISORS, LLC  ·  29 quarters on record

This page tracks every 13F SEC filing in which ELEMENT POINTE ADVISORS, LLC reported a position in VANGUARD INDEX FDS (VOO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
6.77% (2019 Q3)
Avg. % of fund
4.41%
First filed
2018 Q4
Last filed
2025 Q4
Quarters held
29
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 14,964 -197 -1.3% 1.81% $9.4M $627.13
2025 Q3 ADDED 15,161 +412 +2.8% 1.98% $9.3M $610.65
2025 Q2 REDUCED 14,749 -12,698 -46.3% 2.03% $8.4M $564.81
2025 Q1 REDUCED 27,447 -95 -0.3% 3.43% $14.1M $509.43
2024 Q4 REDUCED 27,542 -999 -3.5% 3.49% $14.8M $532.26
2024 Q3 UNCHANGED 28,541 0% 3.66% $15.1M $519.60
2024 Q2 UNCHANGED 28,541 0% 3.62% $14.3M $490.95
2024 Q1 REDUCED 28,541 -8 -0.0% 3.40% $13.7M $470.20
2023 Q4 REDUCED 28,549 -374 -1.3% 2.90% $12.5M $425.89
2023 Q3 REDUCED 28,923 -1,194 -4.0% 2.92% $11.4M $381.32
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VOO price (monthly, adj. close)
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