VOO 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 (VOO) in 21 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 16.21% in 2024 Q1. The latest visible filing shows VOO at 11.79% 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 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

VOO was reported at 11.79% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
16.21% 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 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 VOO — position size vs. price
% of Fund (quarterly)    VOO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 150,351 +2,421 +1.6% 11.79% $94.3M 2026-02-14 (Est.) $624.92
2025 Q3 REDUCED 147,930 -832 -0.6% 11.93% $90.6M 2025-11-07 $613.21
2025 Q2 REDUCED 148,762 -1,317 -0.9% 12.53% $84.5M 2025-08-08 $580.59
2025 Q1 REDUCED 150,079 -13,407 -8.2% 13.92% $77.1M 2025-04-30 $503.70
2024 Q4 ADDED 163,486 +5,583 +3.5% 15.83% $88.1M 2025-02-14 $552.13
2024 Q3 ADDED 157,903 +6,959 +4.6% 15.80% $83.3M 2024-11-12 $538.65
2024 Q2 REDUCED 150,944 -4,009 -2.6% 15.70% $75.5M 2024-07-12 $503.51
2024 Q1 ADDED 154,953 +41,034 +36.0% 16.21% $74.5M 2024-04-11 $464.20
2023 Q4 ADDED 113,919 +1,257 +1.1% 13.27% $49.8M 2024-01-18 $425.65
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MJP ASSOCIATES INC /ADV and VOO

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 VOO?

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

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

The largest reported portfolio weight for VOO was 16.21% in 2024 Q1.

What is the latest reported VOO position on this page?

The most recent filing on this page is 2025 Q4, when MJP ASSOCIATES INC /ADV reported 150,351 shares, equal to 11.79% of portfolio, with an estimated market value of $94.3M.

What does the chart on this VOO ownership page compare?

The chart compares MJP ASSOCIATES INC /ADV'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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