VO β€” VANGUARD INDEX FDS

Ownership history in Kathmere Capital Management, LLC  Β·  5 quarters on record

AI Ownership Summary

Kathmere Capital Management, LLC reported VANGUARD INDEX FDS (VO) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.04% in 2024 Q4. The latest visible filing shows VO at 0.02% 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 VO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kathmere Capital Management, 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 Q3

VO was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2024 Q4

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

Time in book
Holding Window
2024 Q3 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.

How Kathmere Capital Management, LLC held VO β€” position size vs. price
% of Fund (quarterly)    VO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 1,108 β€” 0% 0.02% $326K 2025-10-22 $289.23
2025 Q2 REDUCED 1,108 -439 -28.4% 0.02% $310K 2025-07-16 $277.74
2025 Q1 UNCHANGED 1,547 β€” 0% 0.03% $400K 2025-05-01 $253.04
2024 Q4 ADDED 1,547 +454 +41.5% 0.04% $409K 2025-01-14 $261.57
2024 Q3 INITIATED 1,093 β€” β€” 0.03% $288K 2024-10-15 $261.65

FAQ About Kathmere Capital Management, LLC and VO

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

How long has Kathmere Capital Management, LLC reported owning VO?

Kathmere Capital Management, LLC reported VO across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported VO position in Kathmere Capital Management, LLC's portfolio?

The largest reported portfolio weight for VO was 0.04% in 2024 Q4.

What is the latest reported VO position on this page?

The most recent filing on this page is 2025 Q3, when Kathmere Capital Management, LLC reported 1,108 shares, equal to 0.02% of portfolio, with an estimated market value of $326K.

What does the chart on this VO ownership page compare?

The chart compares Kathmere Capital Management, LLC's quarterly VO 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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