Everhart Financial Group, Inc. VOOV — VANGUARD ADMIRAL FDS INC

Ownership history in Everhart Financial Group, Inc.  ·  6 quarters on record

AI Ownership Summary

Everhart Financial Group, Inc. reported VANGUARD ADMIRAL FDS INC (VOOV) in 6 quarterly 13F filings from 2025 Q2 through 2026 Q3. Peak portfolio weight reached 0.03% in 2025 Q2. The latest visible filing shows VOOV 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.

What this VOOV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Everhart Financial Group, Inc.'s position in VANGUARD ADMIRAL FDS INC, 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
2026 Q3

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

High-water mark
Peak Conviction
0.03% in 2025 Q2

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

Time in book
Holding Window
2025 Q2 to 2026 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.

How Everhart Financial Group, Inc. held VOOV — position size vs. price
% of Fund (quarterly)    VOOV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 1,286 +85 +7.1% 0.02% $283K 2026-10-08 $224.23
2026 Q2 UNCHANGED — — — 1,201 — 0% 0.02% $263K 2026-07-09 $221.11
2026 Q1 UNCHANGED — — — 1,201 — 0% 0.02% $245K 2026-04-09 $207.85
2025 Q4 UNCHANGED — — — 1,201 — 0% 0.02% $246K 2026-01-07 $204.31
2025 Q3 REDUCED 11.1% +4.1% ❌ 1,201 -150 -11.1% 0.02% $240K 2025-11-04 $197.00
2025 Q2 INITIATED — — — 1,351 — — 0.03% $255K 2025-08-07 $186.35

FAQ About Everhart Financial Group, Inc. and VOOV

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

How long has Everhart Financial Group, Inc. reported owning VOOV?

Everhart Financial Group, Inc. reported VOOV across 6 quarterly 13F filings, from 2025 Q2 through 2026 Q3.

What was the largest reported VOOV position in Everhart Financial Group, Inc.'s portfolio?

The largest reported portfolio weight for VOOV was 0.03% in 2025 Q2.

What is the latest reported VOOV position on this page?

The most recent filing on this page is 2026 Q3, when Everhart Financial Group, Inc. reported 1,286 shares, equal to 0.02% of portfolio, with an estimated market value of $283K.

What does the chart on this VOOV ownership page compare?

The chart compares Everhart Financial Group, Inc.'s quarterly VOOV 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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