VOO β€” VANGUARD INDEX FDS

Ownership history in L.K. Benson & Company, P.C.  Β·  6 quarters on record

AI Ownership Summary

L.K. Benson & Company, P.C. reported VANGUARD INDEX FDS (VOO) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 2.97% in 2025 Q3. The latest visible filing shows VOO at 1.54% 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 L.K. Benson & Company, P.C.'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
2026 Q1

VOO was reported at 1.54% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.97% in 2025 Q3

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 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 L.K. Benson & Company, P.C. 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 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 7,775 +55 +0.7% 1.54% $4.6M 2026-04-21 $647.25
2025 Q4 REDUCED 7,720 -1,277 -14.2% 2.43% $4.8M 2026-02-06 $633.24
2025 Q3 ADDED 8,997 +3,698 +69.8% 2.97% $5.5M 2025-11-05 $619.15
2025 Q2 ADDED 5,299 +818 +18.3% 1.85% $3.0M 2025-07-23 $577.73
2025 Q1 ADDED 4,481 +13 +0.3% 1.59% $2.3M 2025-04-25 $500.11
2024 Q4 INITIATED 4,468 β€” β€” 1.70% $2.4M 2025-02-11 $548.16

FAQ About L.K. Benson & Company, P.C. and VOO

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

How long has L.K. Benson & Company, P.C. reported owning VOO?

L.K. Benson & Company, P.C. reported VOO across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported VOO position in L.K. Benson & Company, P.C.'s portfolio?

The largest reported portfolio weight for VOO was 2.97% in 2025 Q3.

What is the latest reported VOO position on this page?

The most recent filing on this page is 2026 Q1, when L.K. Benson & Company, P.C. reported 7,775 shares, equal to 1.54% of portfolio, with an estimated market value of $4.6M.

What does the chart on this VOO ownership page compare?

The chart compares L.K. Benson & Company, P.C.'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.

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