John A. Wolfe & Associates, Inc. VOO β€” VANGUARD INDEX FDS S&P 500 ETF SHS

Ownership history in John A. Wolfe & Associates, Inc.  Β·  2 quarters on record

AI Ownership Summary

John A. Wolfe & Associates, Inc. reported VANGUARD INDEX FDS S&P 500 ETF SHS (VOO) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.28% in 2026 Q1. The latest visible filing shows VOO at 0.28% 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 VOO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was John A. Wolfe & Associates, Inc.'s position in VANGUARD INDEX FDS S&P 500 ETF SHS, 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

VOO was reported at 0.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.28% 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 Q4 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 John A. Wolfe & Associates, Inc. held VOO β€” position size vs. price
% of Fund (quarterly)    VOO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 303 -78 -20.5% 0.28% $181K 2026-05-05 $665.30
2025 Q4 INITIATED β€” β€” β€” 381 β€” β€” 0.13% $239K 2026-03-17 $614.95

FAQ About John A. Wolfe & Associates, Inc. and VOO

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

How long has John A. Wolfe & Associates, Inc. reported owning VOO?

John A. Wolfe & Associates, Inc. reported VOO across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported VOO position in John A. Wolfe & Associates, Inc.'s portfolio?

The largest reported portfolio weight for VOO was 0.28% in 2026 Q1.

What is the latest reported VOO position on this page?

The most recent filing on this page is 2026 Q1, when John A. Wolfe & Associates, Inc. reported 303 shares, equal to 0.28% of portfolio, with an estimated market value of $181K.

What does the chart on this VOO ownership page compare?

The chart compares John A. Wolfe & Associates, Inc.'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.

← Back to John A. Wolfe & Associates, Inc. Holdings