Ownership history in MCMORGAN & CO LLC · 19 quarters on record
This page tracks every 13F SEC filing in which MCMORGAN & CO 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 5,615 | -111 | -1.9% | 0.58% | $3.5M | $627.13 |
| 2025 Q3 | REDUCED | 5,726 | -11,970 | -67.6% | 0.54% | $3.5M | $610.65 |
| 2025 Q2 | REDUCED | 17,696 | -903 | -4.9% | 1.48% | $10.1M | $564.81 |
| 2025 Q1 | REDUCED | 18,599 | -88,385 | -82.6% | 1.53% | $9.6M | $509.43 |
| 2024 Q4 | REDUCED | 106,984 | -7,829 | -6.8% | 8.92% | $57.6M | $532.26 |
| 2024 Q3 | REDUCED | 114,813 | -7,111 | -5.8% | 9.33% | $60.6M | $519.60 |
| 2024 Q2 | REDUCED | 121,924 | -50,081 | -29.1% | 9.67% | $61.0M | $490.95 |
| 2024 Q1 | REDUCED | 172,005 | -710 | -0.4% | 14.21% | $82.7M | $470.20 |
| 2023 Q4 | REDUCED | 172,715 | -8,264 | -4.6% | 12.52% | $75.4M | $425.89 |
| 2023 Q3 | ADDED | 180,979 | +1,264 | +0.7% | 13.14% | $71.1M | $381.32 |
As of 2025 Q4 — sorted by position size