LifeGoal Investments, LLC VOOG — VANGUARD ADMIRAL FDS INC

Ownership history in LifeGoal Investments, LLC  ·  7 quarters on record

AI Ownership Summary

LifeGoal Investments, LLC reported VANGUARD ADMIRAL FDS INC (VOOG) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 1.17% in 2024 Q4. The latest visible filing shows VOOG at 0.13% 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 VOOG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LifeGoal Investments, LLC'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
2026 Q2

VOOG was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.17% 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 Q4 to 2026 Q2

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.

VOOG stock page LifeGoal Investments, LLC fund profile LifeGoal Investments, LLC full holdings
How LifeGoal Investments, LLC held VOOG — position size vs. price
% of Fund (quarterly)    VOOG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 3,487 +2,933 +529.4% 0.13% $288K 2026-07-08 $81.79
2026 Q1 REDUCED 15.9% +20.1% ❌ 554 -105 -15.9% 0.13% $229K 2026-04-14 $74.78
2025 Q4 REDUCED — — — 659 -28 -4.1% 0.20% $293K 2026-01-15 $74.13
2025 Q3 UNCHANGED — — — 687 — 0% 0.25% $299K 2025-11-24 $72.57
2025 Q2 REDUCED — — — 687 -34 -4.7% 0.26% $272K 2025-07-17 $67.11
2025 Q1 REDUCED 75.5% +18.7% ❌ 721 -2,217 -75.5% 0.26% $241K 2025-04-21 $51.26
2024 Q4 INITIATED — — — 2,938 — — 1.17% $1.1M 2025-02-05 $62.47

🏢 Other funds also holding VOOG

As of 2026 Q2 — sorted by position size

Kropog Financial Group, LLC 21.83% Shakespeare Wealth Management, LLC 3Y 7Y 18.36% ENTRUST FINANCIAL LLC 11.73% Keystone Financial Services, LLC 11.67% Steffes Financial, Ltd. 11.25% Curry Webb Wealth Management LLC 9.7% Arista Wealth Management, LLC 3Y 9.4% Wheelhouse Advisory Group LLC 8.94% Cerro Pacific Wealth Advisors LLC 3Y 5.37% ArchPoint Investors 3Y 7Y 4.76%

FAQ About LifeGoal Investments, LLC and VOOG

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

How long has LifeGoal Investments, LLC reported owning VOOG?

LifeGoal Investments, LLC reported VOOG across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported VOOG position in LifeGoal Investments, LLC's portfolio?

The largest reported portfolio weight for VOOG was 1.17% in 2024 Q4.

What is the latest reported VOOG position on this page?

The most recent filing on this page is 2026 Q2, when LifeGoal Investments, LLC reported 3,487 shares, equal to 0.13% of portfolio, with an estimated market value of $288K.

What does the chart on this VOOG ownership page compare?

The chart compares LifeGoal Investments, LLC's quarterly VOOG 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 LifeGoal Investments, LLC time their VOOG position?

Based on 13F filing dates vs. subsequent VOOG price moves, LifeGoal Investments, LLC correctly timed 0 out of 5 reported position changes (0%). The annualised alpha on VOOG relative to SPY over the holding period was +412.5%.

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