Kathleen S. Wright Associates Inc. VIOO — VANGUARD ADMIRAL FDS INC

Ownership history in Kathleen S. Wright Associates Inc.  ·  16 quarters on record

AI Ownership Summary

Kathleen S. Wright Associates Inc. reported VANGUARD ADMIRAL FDS INC (VIOO) in 16 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.83% in 2023 Q4. The latest visible filing shows VIOO at 0.73% 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 VIOO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kathleen S. Wright Associates 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
2025 Q3

VIOO was reported at 0.73% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.83% 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 Q3

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.

VIOO stock page Kathleen S. Wright Associates Inc. fund profile Kathleen S. Wright Associates Inc. full holdings
How Kathleen S. Wright Associates 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED — — — 17,938 — 0% 0.73% $2.0M 2025-11-14 (Est.) $107.33
2025 Q2 REDUCED — — — 17,938 -61 -0.3% 0.71% $1.8M 2025-07-31 $100.91
2025 Q1 REDUCED — — — 17,999 -164 -0.9% 0.72% $1.7M 2025-05-06 $92.61
2024 Q4 ADDED — — — 18,163 +1,461 +8.7% 0.80% $1.9M 2025-01-27 $107.94
2024 Q3 ADDED — — — 16,702 +180 +1.1% 0.75% $1.8M 2024-10-11 $104.50
2024 Q2 REDUCED — — — 16,522 -12 -0.1% 0.75% $1.6M 2024-07-18 $102.50
2024 Q1 UNCHANGED — — — 16,534 — 0% 0.79% $1.7M 2024-04-17 $91.11
2023 Q4 REDUCED 10.4% +1.3% ❌ 16,534 -1,924 -10.4% 0.83% $1.6M 2024-02-01 $93.53
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VIOO

As of 2026 Q1 — sorted by position size

Mitsubishi UFJ Asset Management (UK) Ltd. 3Y 7Y 4.44% Wiser Wealth Management, Inc 3Y 3.82% Warwick Investment Management, Inc. 3Y 3.39% New Insight Wealth Advisors 3.17% Orgel Wealth Management, LLC 3Y 7Y 2.69% Philadelphia Investment Partners, LLC 2.6% FIDELITY D & D BANCORP INC 1.91% Bryant Woods Investment Advisors, LLC 3Y 1.89% Kropog Financial Group, LLC 1.87% Flower City Capital 3Y 1.66%

FAQ About Kathleen S. Wright Associates 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 Kathleen S. Wright Associates Inc. reported owning VIOO?

Kathleen S. Wright Associates Inc. reported VIOO across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported VIOO position in Kathleen S. Wright Associates Inc.'s portfolio?

The largest reported portfolio weight for VIOO was 0.83% in 2023 Q4.

What is the latest reported VIOO position on this page?

The most recent filing on this page is 2025 Q3, when Kathleen S. Wright Associates Inc. reported 17,938 shares, equal to 0.73% of portfolio, with an estimated market value of $2.0M.

What does the chart on this VIOO ownership page compare?

The chart compares Kathleen S. Wright Associates 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 Kathleen S. Wright Associates Inc. time their VIOO position?

Based on 13F filing dates vs. subsequent VIOO price moves, Kathleen S. Wright Associates Inc. correctly timed 5 out of 14 reported position changes (36%). The annualised alpha on VIOO relative to SPY over the holding period was -7.3%.

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