VO VANGUARD INDEX FDS

Ownership history in MJP ASSOCIATES INC /ADV  ·  21 quarters on record

AI Ownership Summary

MJP ASSOCIATES INC /ADV reported VANGUARD INDEX FDS (VO) in 21 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.11% in 2025 Q4. The latest visible filing shows VO at 1.11% 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 VO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MJP ASSOCIATES INC /ADV'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

VO was reported at 1.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.11% in 2025 Q4

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.

How MJP ASSOCIATES INC /ADV held VO — position size vs. price
% of Fund (quarterly)    VO price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 30,470 +25,007 +457.8% 1.11% $8.8M 2026-02-14 (Est.) $301.01
2025 Q3 ADDED 5,463 +122 +2.3% 0.21% $1.6M 2025-11-07 $286.90
2025 Q2 REDUCED 5,341 -427 -7.4% 0.22% $1.5M 2025-08-08 $280.38
2025 Q1 ADDED 5,768 +2,027 +54.2% 0.27% $1.5M 2025-04-30 $252.26
2024 Q4 ADDED 3,741 +7 +0.2% 0.18% $988K 2025-02-14 $270.36
2024 Q3 ADDED 3,734 +13 +0.3% 0.19% $985K 2024-11-12 $270.32
2024 Q2 UNCHANGED 3,721 0% 0.19% $901K 2024-07-12 $242.04
2024 Q1 ADDED 3,721 +7 +0.2% 0.20% $930K 2024-04-11 $236.24
2023 Q4 REDUCED 3,714 -13 -0.3% 0.23% $864K 2024-01-18 $219.36
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MJP ASSOCIATES INC /ADV and VO

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

How long has MJP ASSOCIATES INC /ADV reported owning VO?

MJP ASSOCIATES INC /ADV reported VO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VO position in MJP ASSOCIATES INC /ADV's portfolio?

The largest reported portfolio weight for VO was 1.11% in 2025 Q4.

What is the latest reported VO position on this page?

The most recent filing on this page is 2025 Q4, when MJP ASSOCIATES INC /ADV reported 30,470 shares, equal to 1.11% of portfolio, with an estimated market value of $8.8M.

What does the chart on this VO ownership page compare?

The chart compares MJP ASSOCIATES INC /ADV's quarterly VO 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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