VOO VANGUARD INDEX FDS

Ownership history in Fairman Group, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Fairman Group, 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
1.12% (2025 Q4)
Avg. % of fund
0.98%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 2,233 +21 +0.9% 1.12% $1.4M $627.13
2025 Q3 ADDED 2,212 +13 +0.6% 1.09% $1.4M $610.65
2025 Q2 ADDED 2,199 +193 +9.6% 1.03% $1.3M $564.81
2025 Q1 ADDED 2,006 +2 +0.1% 0.99% $1.1M $509.43
2024 Q4 ADDED 2,004 +6 +0.3% 0.89% $1.1M $532.26
2024 Q3 REDUCED 1,998 -115 -5.4% 0.95% $1.1M $519.60
2024 Q2 ADDED 2,113 +249 +13.4% 1.08% $1.1M $490.95
2024 Q1 ADDED 1,864 +4 +0.2% 0.85% $896K $470.20
2023 Q4 INITIATED 1,860 0.78% $813K
% of Fund (quarterly)    VOO price (monthly, adj. close)
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