VOO β€” VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW

Ownership history in Gleason Group, Inc.  Β·  23 quarters on record

AI Ownership Summary

Gleason Group, Inc. reported VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW (VOO) in 23 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 23.45% in 2025 Q1. The latest visible filing shows VOO at 22.17% 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 Gleason Group, Inc.'s position in VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW, 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 22.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
23.45% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 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 Gleason Group, Inc. held VOO β€” position size vs. price
% of Fund (quarterly)    VOO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 360,592 -68 -0.0% 22.17% $226.1M 2026-02-14 (Est.) $626.89
2025 Q3 ADDED 360,660 +5,711 +1.6% 22.18% $220.9M 2025-10-16 $605.68
2025 Q2 ADDED 354,949 +102,386 +40.5% 21.85% $201.6M 2025-07-17 $573.91
2025 Q1 ADDED 252,563 +5,152 +2.1% 23.45% $129.8M 2025-04-11 $486.27
2024 Q4 ADDED 247,411 +11,037 +4.7% 23.43% $133.3M 2025-01-13 $528.08
2024 Q3 ADDED 236,374 +11,488 +5.1% 22.84% $124.7M 2024-10-15 $524.82
2024 Q2 ADDED 224,886 +4,073 +1.8% 22.84% $112.5M 2024-07-12 $505.10
2024 Q1 ADDED 220,813 +2,231 +1.0% 22.19% $106.1M 2024-04-12 $459.32
2023 Q4 ADDED 218,582 +6,002 +2.8% 21.94% $95.5M 2024-01-19 $432.22
2023 Q3 ADDED 212,580 +4,885 +2.4% 21.93% $83.5M 2023-10-12 $386.97
13 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Gleason Group, 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 Gleason Group, Inc. reported owning VOO?

Gleason Group, Inc. reported VOO across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported VOO position in Gleason Group, Inc.'s portfolio?

The largest reported portfolio weight for VOO was 23.45% in 2025 Q1.

What is the latest reported VOO position on this page?

The most recent filing on this page is 2025 Q4, when Gleason Group, Inc. reported 360,592 shares, equal to 22.17% of portfolio, with an estimated market value of $226.1M.

What does the chart on this VOO ownership page compare?

The chart compares Gleason Group, 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.

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