VOO — VANGUARD INDEX FDS

Ownership history in Evolution Wealth Advisors, LLC  ·  28 quarters on record

This page tracks every 13F SEC filing in which Evolution Wealth 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
2.51% (2023 Q2)
Avg. % of fund
1.27%
First filed
2018 Q4
Last filed
2025 Q4
Quarters held
28
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 28,475 -245 -0.9% 1.80% $17.9M $627.13
2025 Q3 ADDED 28,720 +745 +2.7% 2.36% $17.6M $610.65
2025 Q2 ADDED 27,975 +8,625 +44.6% 2.33% $15.9M $564.81
2025 Q1 REDUCED 19,350 -242 -1.2% 1.66% $9.9M $509.43
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VOO price (monthly, adj. close)

Other funds also holding VOO

As of 2025 Q4 — sorted by position size

Call To Action Foundation 100.0% AFBI LP 100.0% E-L Financial Corp Ltd 3Y 7Y 100.0% AXIS CAPITAL HOLDINGS LTD 91.09% GLOBE LIFE INC. 3Y 7Y 86.57% Standard Family Office LLC 3Y 84.86% FJ Investments, LLC 83.65% DUMAC, INC. 3Y 7Y 71.66% Liquid Strategies, LLC 3Y 64.34% Investure, LLC 3Y 7Y 63.28%
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