VOO β€” VANGUARD INDEX FDS

Ownership history in Hoxton Planning & Management, LLC  Β·  12 quarters on record

AI Ownership Summary

Hoxton Planning & Management, LLC reported VANGUARD INDEX FDS (VOO) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.43% in 2023 Q4. The latest visible filing shows VOO at 2.01% 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 Hoxton Planning & Management, LLC'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
2025 Q4

VOO was reported at 2.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.43% 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 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.

How Hoxton Planning & Management, LLC held VOO β€” position size vs. price
% of Fund (quarterly)    VOO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 10,738 -56 -0.5% 2.01% $6.7M 2026-02-14 (Est.) $624.92
2025 Q3 ADDED 10,794 +157 +1.5% 2.13% $6.6M 2025-10-27 $626.25
2025 Q2 REDUCED 10,637 -249 -2.3% 2.19% $5.7M 2025-09-08 $591.25
2025 Q1 ADDED 10,886 +203 +1.9% 2.13% $5.6M 2025-05-08 $513.19
2024 Q3 ADDED 10,683 +553 +5.5% 2.18% $5.6M 2024-10-08 $517.16
2024 Q2 REDUCED 10,130 -35 -0.3% 2.36% $5.1M 2024-07-19 $493.73
2024 Q1 REDUCED 10,165 -338 -3.2% 2.34% $4.9M 2024-04-12 $457.87
2023 Q4 REDUCED 10,503 -1,326 -11.2% 2.43% $4.6M 2024-01-30 $438.52
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Hoxton Planning & Management, LLC and VOO

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

How long has Hoxton Planning & Management, LLC reported owning VOO?

Hoxton Planning & Management, LLC reported VOO across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VOO position in Hoxton Planning & Management, LLC's portfolio?

The largest reported portfolio weight for VOO was 2.43% in 2023 Q4.

What is the latest reported VOO position on this page?

The most recent filing on this page is 2025 Q4, when Hoxton Planning & Management, LLC reported 10,738 shares, equal to 2.01% of portfolio, with an estimated market value of $6.7M.

What does the chart on this VOO ownership page compare?

The chart compares Hoxton Planning & Management, LLC'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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