VOO β€” VANGUARD INDEX FDS

Ownership history in M.E. ALLISON & CO., INC.  Β·  6 quarters on record

AI Ownership Summary

M.E. ALLISON & CO., INC. reported VANGUARD INDEX FDS (VOO) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.18% in 2025 Q2. The latest visible filing shows VOO at 1.02% 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 M.E. ALLISON & CO., INC.'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 1.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.18% in 2025 Q2

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 M.E. ALLISON & CO., INC. held VOO β€” position size vs. price
% of Fund (quarterly)    VOO price (quarter-end, 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 UNCHANGED 2,580 β€” 0% 1.02% $1.5M 2026-04-08 $621.34
2025 Q4 ADDED 2,580 +2 +0.1% 1.10% $1.6M 2026-01-12 $637.33
2025 Q3 ADDED 2,578 +2 +0.1% 1.10% $1.6M 2025-10-08 $615.08
2025 Q2 ADDED 2,576 +1,485 +136.1% 1.18% $1.5M 2025-07-25 $580.43
2025 Q1 ADDED 1,091 +31 +2.9% 0.55% $561K 2025-04-17 $478.17
2024 Q4 INITIATED 1,060 β€” β€” 0.63% $572K 2025-01-16 $535.94

FAQ About M.E. ALLISON & CO., INC. and VOO

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

How long has M.E. ALLISON & CO., INC. reported owning VOO?

M.E. ALLISON & CO., INC. reported VOO across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported VOO position in M.E. ALLISON & CO., INC.'s portfolio?

The largest reported portfolio weight for VOO was 1.18% in 2025 Q2.

What is the latest reported VOO position on this page?

The most recent filing on this page is 2026 Q1, when M.E. ALLISON & CO., INC. reported 2,580 shares, equal to 1.02% of portfolio, with an estimated market value of $1.5M.

What does the chart on this VOO ownership page compare?

The chart compares M.E. ALLISON & CO., INC.'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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