VOO VANGUARD INDEX FDS

Ownership history in MCMORGAN & CO LLC  ·  19 quarters on record

AI Ownership Summary

MCMORGAN & CO LLC reported VANGUARD INDEX FDS (VOO) in 19 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 14.21% in 2024 Q1. The latest visible filing shows VOO at 0.58% 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 MCMORGAN & CO LLC'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
2025 Q4

VOO was reported at 0.58% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
14.21% 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 MCMORGAN & CO LLC held VOO — position size vs. price
% of Fund (quarterly)    VOO price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 5,615 -111 -1.9% 0.58% $3.5M 2026-02-14 (Est.) $626.89
2025 Q3 REDUCED 5,726 -11,970 -67.6% 0.54% $3.5M 2025-11-12 $626.45
2025 Q2 REDUCED 17,696 -903 -4.9% 1.48% $10.1M 2025-08-13 $589.48
2025 Q1 REDUCED 18,599 -88,385 -82.6% 1.53% $9.6M 2025-05-15 $538.02
2024 Q4 REDUCED 106,984 -7,829 -6.8% 8.92% $57.6M 2025-02-13 $553.86
2024 Q3 REDUCED 114,813 -7,111 -5.8% 9.33% $60.6M 2024-11-13 $540.63
2024 Q2 REDUCED 121,924 -50,081 -29.1% 9.67% $61.0M 2024-08-14 $490.62
2024 Q1 REDUCED 172,005 -710 -0.4% 14.21% $82.7M 2024-05-15 $476.27
2023 Q4 REDUCED 172,715 -8,264 -4.6% 12.52% $75.4M 2024-02-13 $442.63
2023 Q3 ADDED 180,979 +1,264 +0.7% 13.14% $71.1M 2023-11-13 $392.73
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MCMORGAN & CO 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 MCMORGAN & CO LLC reported owning VOO?

MCMORGAN & CO LLC reported VOO across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported VOO position in MCMORGAN & CO LLC's portfolio?

The largest reported portfolio weight for VOO was 14.21% in 2024 Q1.

What is the latest reported VOO position on this page?

The most recent filing on this page is 2025 Q4, when MCMORGAN & CO LLC reported 5,615 shares, equal to 0.58% of portfolio, with an estimated market value of $3.5M.

What does the chart on this VOO ownership page compare?

The chart compares MCMORGAN & CO 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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