Friday Financial VOT — VANGUARD INDEX FDS

Ownership history in Friday Financial  ·  6 quarters on record

AI Ownership Summary

Friday Financial reported VANGUARD INDEX FDS (VOT) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.41% in 2025 Q4. The latest visible filing shows VOT at 0.39% 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 VOT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Friday Financial'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
2026 Q1

VOT was reported at 0.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.41% 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
2024 Q4 to 2026 Q1

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.

VOT stock page Friday Financial fund profile Friday Financial full holdings
How Friday Financial held VOT — position size vs. price
% of Fund (quarterly)    VOT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 4,432 +271 +6.5% 0.39% $1.1M 2026-04-16 $278.34
2025 Q4 ADDED — — — 4,161 +1,602 +62.6% 0.41% $1.2M 2026-01-09 $285.33
2025 Q3 UNCHANGED — — — 2,559 — 0% 0.31% $752K 2025-10-07 $293.02
2025 Q2 ADDED — — — 2,559 +572 +28.8% 0.37% $728K 2025-07-14 $284.33
2025 Q1 UNCHANGED — — — 1,987 — 0% 0.30% $495K 2025-04-22 $233.15
2024 Q4 INITIATED — — — 1,987 — — 0.35% $504K 2025-02-11 $271.90

🏢 Other funds also holding VOT

As of 2026 Q1 — sorted by position size

Sharp Wealth Advisory, LLC 14.24% STEPHENS GROUP ASSET MANAGEMENT, LLC 3Y 7Y 10.83% BHK Investment Advisors, LLC 3Y 7Y 8.41% Axiom Financial Strategies, LLC 3Y 8.1% Gladwyn Financial Advisors, Inc. 7.12% Clayton Financial Group LLC 6.95% Meramec Financial Planners, LLC 5.31% PRESILIUM PRIVATE WEALTH, LLC 3Y 4.74% Praetorian Wealth Management, Inc. 3Y 4.34% Davis Investment Partners, LLC 3Y 4.06%

FAQ About Friday Financial and VOT

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

How long has Friday Financial reported owning VOT?

Friday Financial reported VOT across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported VOT position in Friday Financial's portfolio?

The largest reported portfolio weight for VOT was 0.41% in 2025 Q4.

What is the latest reported VOT position on this page?

The most recent filing on this page is 2026 Q1, when Friday Financial reported 4,432 shares, equal to 0.39% of portfolio, with an estimated market value of $1.1M.

What does the chart on this VOT ownership page compare?

The chart compares Friday Financial's quarterly VOT 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.

How well did Friday Financial time their VOT position?

Based on 13F filing dates vs. subsequent VOT price moves, Friday Financial correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on VOT relative to SPY over the holding period was -11.1%.

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