VOO VANGUARD INDEX FDS

Ownership history in LIBRA WEALTH LLC  ·  15 quarters on record

This page tracks every 13F SEC filing in which LIBRA WEALTH LLC reported a position in VANGUARD INDEX FDS (VOO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
19.4% (2022 Q1)
Avg. % of fund
1.85%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 3,067 +197 +6.9% 0.54% $1.9M $627.13
2025 Q3 UNCHANGED 2,870 0% 0.53% $1.8M $610.65
2025 Q2 ADDED 2,870 +21 +0.7% 0.53% $1.6M $564.81
2025 Q1 UNCHANGED 2,849 0% 0.55% $1.5M $509.43
2024 Q4 UNCHANGED 2,849 0% 0.60% $1.5M $532.26
2024 Q3 ADDED 2,849 +25 +0.9% 0.60% $1.5M $519.60
2024 Q2 UNCHANGED 2,824 0% 0.61% $1.4M $490.95
2024 Q1 REDUCED 2,824 -515 -15.4% 0.59% $1.4M $470.20
2023 Q4 REDUCED 3,339 -387 -10.4% 0.72% $1.5M $425.89
2023 Q3 ADDED 3,726 +387 +11.6% 0.81% $1.5M $381.32
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VOO price (monthly, adj. close)
← Back to LIBRA WEALTH LLC Holdings