VOO β€” VANGUARD INDEX FDS

Ownership history in Fidato Wealth LLC  Β·  9 quarters on record

AI Ownership Summary

Fidato Wealth LLC reported VANGUARD INDEX FDS (VOO) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 50.41% in 2025 Q4. The latest visible filing shows VOO at 50.41% 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 VOO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Fidato Wealth LLC's position in VANGUARD INDEX FDS, 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 50.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
50.41% 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 Q4 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 Fidato Wealth LLC held VOO β€” position size vs. price
% of Fund (quarterly)    VOO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 125,821 +2,024 +1.6% 50.41% $78.9M 2026-02-14 (Est.) $626.89
2025 Q3 ADDED 123,797 +1,548 +1.3% 49.83% $75.8M 2025-11-05 $621.10
2025 Q2 ADDED 122,249 +7,417 +6.5% 49.62% $69.4M 2025-08-12 $587.43
2025 Q1 ADDED 114,832 +2,583 +2.3% 45.16% $59.0M 2025-05-13 $534.73
2024 Q4 ADDED 112,249 +481 +0.4% 45.34% $60.5M 2025-02-14 $553.88
2024 Q3 ADDED 111,768 +684 +0.6% 47.37% $59.0M 2024-11-05 $521.99
2024 Q2 REDUCED 111,084 -587 -0.5% 49.06% $55.6M 2024-08-13 $489.06
2024 Q1 REDUCED 111,671 -2,543 -2.2% 48.13% $53.7M 2024-04-18 $448.92
2023 Q4 INITIATED 114,214 β€” β€” 47.62% $49.9M 2024-01-09 $424.21

FAQ About Fidato Wealth LLC and VOO

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

How long has Fidato Wealth LLC reported owning VOO?

Fidato Wealth LLC reported VOO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VOO position in Fidato Wealth LLC's portfolio?

The largest reported portfolio weight for VOO was 50.41% in 2025 Q4.

What is the latest reported VOO position on this page?

The most recent filing on this page is 2025 Q4, when Fidato Wealth LLC reported 125,821 shares, equal to 50.41% of portfolio, with an estimated market value of $78.9M.

What does the chart on this VOO ownership page compare?

The chart compares Fidato Wealth LLC'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.

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