VIOO — VANGUARD ADM S&P SM CAP 600 ID

Ownership history in HARBOR ADVISORY CORP /MA/  ·  21 quarters on record

AI Ownership Summary

HARBOR ADVISORY CORP /MA/ reported VANGUARD ADM S&P SM CAP 600 ID (VIOO) in 21 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.44% in 2023 Q4. The latest visible filing shows VIOO at 1.31% 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 VIOO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HARBOR ADVISORY CORP /MA/'s position in VANGUARD ADM S&P SM CAP 600 ID, 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

VIOO was reported at 1.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.44% in 2023 Q4

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.

VIOO stock page HARBOR ADVISORY CORP /MA/ fund profile HARBOR ADVISORY CORP /MA/ full holdings
How HARBOR ADVISORY CORP /MA/ held VIOO — position size vs. price
% of Fund (quarterly)    VIOO price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 38,986 -1,058 -2.6% 1.31% $4.3M 2026-02-14 (Est.) $120.81
2025 Q3 REDUCED 40,044 -13 -0.0% 1.31% $4.4M 2025-11-12 $109.70
2025 Q2 REDUCED 40,057 -71 -0.2% 1.29% $4.1M 2025-08-12 $104.51
2025 Q1 UNCHANGED 40,128 — 0% 1.30% $3.9M 2025-05-13 $98.46
2024 Q4 UNCHANGED 40,128 — 0% 1.40% $4.3M 2025-01-29 $107.48
2024 Q3 REDUCED 40,128 -78 -0.2% 1.42% $4.3M 2024-10-21 $104.56
2024 Q2 UNCHANGED 40,206 — 0% 1.36% $3.9M 2024-07-25 $103.70
2024 Q1 REDUCED 40,206 -260 -0.6% 1.39% $4.1M 2024-04-29 $94.92
2023 Q4 UNCHANGED 40,466 — 0% 1.44% $4.0M 2024-02-05 $91.72
2023 Q3 ADDED 40,466 +1,480 +3.8% 1.28% $3.5M 2023-10-27 $77.83
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VIOO

As of 2025 Q4 — sorted by position size

Mitsubishi UFJ Asset Management (UK) Ltd. 3Y 7Y 4.05% Wiser Wealth Management, Inc 3Y 3.67% New Insight Wealth Advisors 3.44% Warwick Investment Management, Inc. 3Y 3.17% Orgel Wealth Management, LLC 3Y 7Y 2.53% Bryant Woods Investment Advisors, LLC 3Y 1.96% CAROLINAS WEALTH CONSULTING LLC 3Y 1.95% FIDELITY D & D BANCORP INC 1.73% Kastel Capital Advisors, LLC 1.62% Flower City Capital 3Y 1.57%

FAQ About HARBOR ADVISORY CORP /MA/ and VIOO

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

How long has HARBOR ADVISORY CORP /MA/ reported owning VIOO?

HARBOR ADVISORY CORP /MA/ reported VIOO across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported VIOO position in HARBOR ADVISORY CORP /MA/'s portfolio?

The largest reported portfolio weight for VIOO was 1.44% in 2023 Q4.

What is the latest reported VIOO position on this page?

The most recent filing on this page is 2025 Q4, when HARBOR ADVISORY CORP /MA/ reported 38,986 shares, equal to 1.31% of portfolio, with an estimated market value of $4.3M.

What does the chart on this VIOO ownership page compare?

The chart compares HARBOR ADVISORY CORP /MA/'s quarterly VIOO 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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