FSB PREMIER WEALTH MANAGEMENT, INC. VOO — VANGUARD S P 500 ETF SHS

Ownership history in FSB PREMIER WEALTH MANAGEMENT, INC.  ·  17 quarters on record

AI Ownership Summary

FSB PREMIER WEALTH MANAGEMENT, INC. reported VANGUARD S P 500 ETF SHS (VOO) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 7.44% in 2024 Q1. The latest visible filing shows VOO at 5.22% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VOO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FSB PREMIER WEALTH MANAGEMENT, INC.'s position in VANGUARD S P 500 ETF SHS, 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 5.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.44% in 2024 Q1

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.

VOO stock page FSB PREMIER WEALTH MANAGEMENT, INC. fund profile FSB PREMIER WEALTH MANAGEMENT, INC. full holdings
How FSB PREMIER WEALTH MANAGEMENT, INC. held VOO — position size vs. price
% of Fund (quarterly)    VOO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 26,239 -115 -0.4% 5.22% $16.5M 2026-02-14 (Est.) $624.92
2025 Q3 REDUCED — — — 26,354 -485 -1.8% 5.31% $16.1M 2025-10-31 $623.30
2025 Q2 REDUCED — — — 26,839 -748 -2.7% 5.44% $15.2M 2025-08-15 $586.37
2025 Q1 REDUCED 6.6% +10.9% ❌ 27,587 -1,958 -6.6% 5.53% $14.2M 2025-05-08 $513.19
2024 Q4 REDUCED 5.3% -4.3% ✅ 29,545 -1,647 -5.3% 6.38% $15.9M 2025-02-12 $546.34
2024 Q3 REDUCED — — — 31,192 -856 -2.7% 6.75% $16.5M 2024-11-14 $535.50
2024 Q2 REDUCED — — — 32,048 -1,190 -3.6% 7.24% $16.0M 2024-08-02 $479.40
2024 Q1 REDUCED — — — 33,238 -62 -0.2% 7.44% $16.0M 2024-05-10 $466.81
2023 Q4 REDUCED — — — 33,300 -613 -1.8% 7.28% $14.5M 2024-02-09 $447.75
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VOO

As of 2026 Q1 — sorted by position size

Trevian Wealth Management LLC 3Y 44.76% Rolek Wealth Management LLC 42.72% Safir Wealth Advisors, LLC 3Y 40.34% P/E Global LLC 3Y 40.26% STRATEGIC ADVISORY PARTNERS, LLC 35.34% Ground Swell Capital, LLC 3Y 7Y 35.15% GoalVest Advisory LLC 3Y 33.51% Wiser Wealth Management, Inc 3Y 31.45% Global Wealth Strategies & Associates 3Y 30.06% HighRoad Wealth Advisors, LLC 29.95%

FAQ About FSB PREMIER WEALTH MANAGEMENT, INC. and VOO

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

How long has FSB PREMIER WEALTH MANAGEMENT, INC. reported owning VOO?

FSB PREMIER WEALTH MANAGEMENT, INC. reported VOO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VOO position in FSB PREMIER WEALTH MANAGEMENT, INC.'s portfolio?

The largest reported portfolio weight for VOO was 7.44% in 2024 Q1.

What is the latest reported VOO position on this page?

The most recent filing on this page is 2025 Q4, when FSB PREMIER WEALTH MANAGEMENT, INC. reported 26,239 shares, equal to 5.22% of portfolio, with an estimated market value of $16.5M.

What does the chart on this VOO ownership page compare?

The chart compares FSB PREMIER WEALTH MANAGEMENT, INC.'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.

How well did FSB PREMIER WEALTH MANAGEMENT, INC. time their VOO position?

Based on 13F filing dates vs. subsequent VOO price moves, FSB PREMIER WEALTH MANAGEMENT, INC. correctly timed 5 out of 16 reported position changes (31%). The annualised alpha on VOO relative to SPY over the holding period was +0.1%.

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