Investment Partners Asset Management, Inc. VIOO — VANGUARD ADMIRAL FDS INC

Ownership history in Investment Partners Asset Management, Inc.  ·  6 quarters on record

AI Ownership Summary

Investment Partners Asset Management, Inc. reported VANGUARD ADMIRAL FDS INC (VIOO) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.21% in 2025 Q3. The latest visible filing shows VIOO at 0.17% 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.

What this VIOO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Investment Partners Asset Management, Inc.'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 Q2

VIOO was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.21% in 2025 Q3

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

Time in book
Holding Window
2025 Q1 to 2026 Q2

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 Investment Partners Asset Management, Inc. held VIOO — position size vs. price
% of Fund (quarterly)    VIOO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 2,242 — 0% 0.17% $308K 2026-07-24 $134.26
2026 Q1 REDUCED 23.7% +19.0% ❌ 2,242 -696 -23.7% 0.16% $257K 2026-04-07 $116.89
2025 Q4 REDUCED — — — 2,938 -11 -0.4% 0.20% $326K 2026-01-15 $119.03
2025 Q3 ADDED — — — 2,949 +75 +2.6% 0.21% $326K 2025-10-20 $109.60
2025 Q2 ADDED — — — 2,874 +681 +31.1% 0.20% $291K 2025-07-16 $102.09
2025 Q1 INITIATED — — — 2,193 — — 0.17% $212K 2025-04-15 $87.75

🏢 Other funds also holding VIOO

As of 2026 Q3 — sorted by position size

Coastline Trust Co 3Y 7Y 0.13% Horizons Wealth Management 3Y 0.0%

FAQ About Investment Partners Asset Management, Inc. and VIOO

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

How long has Investment Partners Asset Management, Inc. reported owning VIOO?

Investment Partners Asset Management, Inc. reported VIOO across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported VIOO position in Investment Partners Asset Management, Inc.'s portfolio?

The largest reported portfolio weight for VIOO was 0.21% in 2025 Q3.

What is the latest reported VIOO position on this page?

The most recent filing on this page is 2026 Q2, when Investment Partners Asset Management, Inc. reported 2,242 shares, equal to 0.17% of portfolio, with an estimated market value of $308K.

What does the chart on this VIOO ownership page compare?

The chart compares Investment Partners Asset Management, Inc.'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.

How well did Investment Partners Asset Management, Inc. time their VIOO position?

Based on 13F filing dates vs. subsequent VIOO price moves, Investment Partners Asset Management, Inc. correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on VIOO relative to SPY over the holding period was +5434.9%.

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