VOO — VANGUARD INDEX FDS

Ownership history in Focus Partners Wealth  ·  9 quarters on record

This page tracks every 13F SEC filing in which Focus Partners Wealth 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
4.98% (2023 Q4)
Avg. % of fund
2.82%
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 2,662,135 +158,123 +6.3% 1.90% $1.67B $627.13
2025 Q3 ADDED 2,504,012 +955,246 +61.7% 2.48% $1.54B $610.65
2025 Q2 ADDED 1,548,766 +118,086 +8.3% 1.91% $879.8M $564.81
2025 Q1 ADDED 1,430,680 +826 +0.1% 1.84% $735.2M $509.43
5 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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