VOO β€” VANGUARD INDEX FDS

Ownership history in MITCHELL MCLEOD PUGH & WILLIAMS INC  Β·  11 quarters on record

AI Ownership Summary

MITCHELL MCLEOD PUGH & WILLIAMS INC reported VANGUARD INDEX FDS (VOO) in 11 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 8.02% in 2025 Q3. The latest visible filing shows VOO at 7.40% 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 MITCHELL MCLEOD PUGH & WILLIAMS 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
2025 Q4

VOO was reported at 7.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
8.02% 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
2023 Q4 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.

VOO stock page MITCHELL MCLEOD PUGH & WILLIAMS INC fund profile MITCHELL MCLEOD PUGH & WILLIAMS INC full holdings
How MITCHELL MCLEOD PUGH & WILLIAMS INC held VOO β€” position size vs. price
% of Fund (quarterly)    VOO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 81,172 +2,185 +2.8% 7.40% $51.8M 2026-02-14 (Est.) $624.92
2025 Q3 ADDED 78,987 +15,116 +23.7% 8.02% $49.9M 2025-10-30 $621.51
2025 Q2 ADDED 63,871 +1,225 +2.0% 6.76% $36.3M 2025-07-28 $580.29
2025 Q1 ADDED 62,646 +1,439 +2.4% 6.66% $32.2M 2025-05-01 $507.27
2024 Q4 ADDED 61,207 +5,714 +10.3% 6.92% $33.0M 2025-01-16 $535.94
2024 Q3 ADDED 55,493 +4,275 +8.3% 6.11% $29.3M 2024-11-04 $514.16
2024 Q2 ADDED 51,218 +3,549 +7.4% 5.85% $25.6M 2024-07-31 $495.08
2024 Q1 ADDED 47,669 +3,909 +8.9% 5.51% $22.9M 2024-05-01 $448.47
2023 Q4 ADDED 43,760 +5,560 +14.6% 5.06% $19.1M 2024-02-05 $439.93
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding VOO

As of 2026 Q1 β€” sorted by position size

Global Wealth Strategies & Associates 3Y 30.06% Charis Legacy Partners, LLC 21.23% Retirement Wealth Solutions LLC 15.58% Calder Financial LLC 14.16% FIRST FINANCIAL CORP /IN/ 3Y 7Y 12.61% Twele Capital Management, Inc. 3Y 7Y 10.52% Capital Asset Managemnet, LLC 8.9% Trust Co of the South 6.88% HIGHLINE WEALTH PARTNERS LLC 5.68% Attessa Capital LLC 4.74%

FAQ About MITCHELL MCLEOD PUGH & WILLIAMS 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 MITCHELL MCLEOD PUGH & WILLIAMS INC reported owning VOO?

MITCHELL MCLEOD PUGH & WILLIAMS INC reported VOO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VOO position in MITCHELL MCLEOD PUGH & WILLIAMS INC's portfolio?

The largest reported portfolio weight for VOO was 8.02% in 2025 Q3.

What is the latest reported VOO position on this page?

The most recent filing on this page is 2025 Q4, when MITCHELL MCLEOD PUGH & WILLIAMS INC reported 81,172 shares, equal to 7.40% of portfolio, with an estimated market value of $51.8M.

What does the chart on this VOO ownership page compare?

The chart compares MITCHELL MCLEOD PUGH & WILLIAMS 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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