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.
| 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 |
| 2024 Q4 | ADDED | 1,429,854 | +108,014 | +8.2% | 2.05% | $788.6M | $532.26 |
| 2024 Q3 | REDUCED | 1,321,840 | -1,186,120 | -47.3% | 2.22% | $697.5M | $519.60 |
| 2024 Q2 | ADDED | 2,507,960 | +1,545,152 | +160.5% | 4.22% | $1.25B | $490.95 |
| 2024 Q1 | ADDED | 962,808 | +92,364 | +10.6% | 3.76% | $462.8M | $470.20 |
| 2023 Q4 | INITIATED | 870,444 | — | — | 4.98% | $380.2M | — |
As of 2025 Q4 — sorted by position size