VOOG β€” VANGUARD ADMIRAL FDS INC

Ownership history in IAMS WEALTH MANAGEMENT, LLC  Β·  4 quarters on record

AI Ownership Summary

IAMS WEALTH MANAGEMENT, LLC reported VANGUARD ADMIRAL FDS INC (VOOG) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 1.06% in 2026 Q1. The latest visible filing shows VOOG at 1.06% 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 VOOG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IAMS WEALTH MANAGEMENT, LLC's position in VANGUARD ADMIRAL FDS INC, 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

VOOG was reported at 1.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.06% in 2026 Q1

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

Time in book
Holding Window
2025 Q2 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.

How IAMS WEALTH MANAGEMENT, LLC held VOOG β€” position size vs. price
% of Fund (quarterly)    VOOG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 7,480 +2,576 +52.5% 1.06% $3.1M 2026-04-15 $455.57
2025 Q4 ADDED 4,904 +2,717 +124.2% 0.79% $2.2M 2026-01-26 $447.76
2025 Q3 ADDED 2,187 +154 +7.6% 0.38% $953K 2025-10-15 $432.92
2025 Q2 INITIATED 2,033 β€” β€” 0.37% $806K 2025-07-14 $399.07

FAQ About IAMS WEALTH MANAGEMENT, LLC and VOOG

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

How long has IAMS WEALTH MANAGEMENT, LLC reported owning VOOG?

IAMS WEALTH MANAGEMENT, LLC reported VOOG across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported VOOG position in IAMS WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for VOOG was 1.06% in 2026 Q1.

What is the latest reported VOOG position on this page?

The most recent filing on this page is 2026 Q1, when IAMS WEALTH MANAGEMENT, LLC reported 7,480 shares, equal to 1.06% of portfolio, with an estimated market value of $3.1M.

What does the chart on this VOOG ownership page compare?

The chart compares IAMS WEALTH MANAGEMENT, LLC's quarterly VOOG 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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