VOO β€” VANGUARD S&P 500 ETF

Ownership history in Mascoma Wealth Management LLC  Β·  32 quarters on record

AI Ownership Summary

Mascoma Wealth Management LLC reported VANGUARD S&P 500 ETF (VOO) in 32 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.64% in 2024 Q1. The latest visible filing shows VOO at 0.53% 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 VOO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mascoma Wealth Management LLC's position in VANGUARD S&P 500 ETF, 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 Q4

VOO was reported at 0.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.64% in 2024 Q1

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

Time in book
Holding Window
2023 Q3 to 2025 Q4

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 Mascoma Wealth Management LLC held VOO β€” position size vs. price
% of Fund (quarterly)    VOO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 3,970 +2 +0.1% 0.53% $2.5M 2026-02-14 (Est.) $626.89
2025 Q3 REDUCED 3,968 -9 -0.2% 0.54% $2.4M 2025-10-28 $629.91
2025 Q2 UNCHANGED 3,977 β€” 0% 0.52% $2.3M 2025-07-22 $574.68
2025 Q1 REDUCED 3,977 -261 -6.2% 0.51% $2.0M 2025-04-24 $498.03
2024 Q4 ADDED 4,238 +2 +0.0% 0.57% $2.3M 2025-02-10 $549.39
2024 Q3 REDUCED 4,236 -476 -10.1% 0.56% $2.2M 2024-11-05 $521.99
2024 Q2 UNCHANGED 4,712 β€” 0% 0.63% $2.4M 2024-08-02 $480.91
2024 Q1 ADDED 4,712 +1 +0.0% 0.64% $2.3M 2024-05-02 $454.08
2023 Q4 ADDED 4,711 +111 +2.4% 0.62% $2.1M 2024-01-24 $434.85
2023 Q3 UNCHANGED 4,600 β€” 0% 0.56% $1.8M 2023-10-13 $384.93
22 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Mascoma Wealth Management LLC and VOO

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

How long has Mascoma Wealth Management LLC reported owning VOO?

Mascoma Wealth Management LLC reported VOO across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported VOO position in Mascoma Wealth Management LLC's portfolio?

The largest reported portfolio weight for VOO was 0.64% in 2024 Q1.

What is the latest reported VOO position on this page?

The most recent filing on this page is 2025 Q4, when Mascoma Wealth Management LLC reported 3,970 shares, equal to 0.53% of portfolio, with an estimated market value of $2.5M.

What does the chart on this VOO ownership page compare?

The chart compares Mascoma Wealth Management LLC'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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