VOO VANGUARD INDEX FDS

Ownership history in Iron Gate Global Advisors LLC  ·  36 quarters on record

AI Ownership Summary

Iron Gate Global Advisors LLC reported VANGUARD INDEX FDS (VOO) in 36 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.09% in 2024 Q3. The latest visible filing shows VOO at 0.05% 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 Iron Gate Global Advisors 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 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2024 Q3

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 Iron Gate Global Advisors LLC held VOO — position size vs. price
% of Fund (quarterly)    VOO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 709 -91 -11.4% 0.05% $445K 2026-02-14 (Est.) $624.92
2025 Q3 ADDED 800 +122 +18.0% 0.00% $300 2025-11-14 $614.15
2025 Q3 ADDED 678 +7 +1.0% 0.04% $415K 2025-11-14 $614.15
2025 Q2 ADDED 671 +2 +0.3% 0.04% $382K 2025-08-14 $587.64
2025 Q1 REDUCED 669 -456 -40.5% 0.06% $344K 2025-05-15 $536.33
2024 Q4 REDUCED 1,125 -1 -0.1% 0.09% $606K 2025-02-13 $552.11
2024 Q3 ADDED 1,126 +295 +35.5% 0.09% $594K 2024-11-14 $535.50
2024 Q2 ADDED 831 +25 +3.1% 0.07% $416K 2024-08-14 $489.08
2024 Q1 ADDED 806 +79 +10.9% 0.07% $387K 2024-05-15 $474.77
2023 Q4 ADDED 727 +60 +9.0% 0.06% $318K 2024-02-13 $441.24
26 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Iron Gate Global Advisors 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 Iron Gate Global Advisors LLC reported owning VOO?

Iron Gate Global Advisors LLC reported VOO across 10 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VOO position in Iron Gate Global Advisors LLC's portfolio?

The largest reported portfolio weight for VOO was 0.09% in 2024 Q3.

What is the latest reported VOO position on this page?

The most recent filing on this page is 2025 Q4, when Iron Gate Global Advisors LLC reported 709 shares, equal to 0.05% of portfolio, with an estimated market value of $445K.

What does the chart on this VOO ownership page compare?

The chart compares Iron Gate Global Advisors 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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