MOODY LYNN LIEBERSON & WALKER, LLC VFIAX — VANGUARD INDEX FDS 500INDEX AD

Ownership history in MOODY LYNN LIEBERSON & WALKER, LLC  ·  26 quarters on record

AI Ownership Summary

MOODY LYNN LIEBERSON & WALKER, LLC reported VANGUARD INDEX FDS 500INDEX AD (VFIAX) in 26 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.16% in 2026 Q1. The latest visible filing shows VFIAX at 0.16% 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 VFIAX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MOODY LYNN LIEBERSON & WALKER, LLC's position in VANGUARD INDEX FDS 500INDEX AD, 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

VFIAX was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% in 2026 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 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.

VFIAX stock page MOODY LYNN LIEBERSON & WALKER, LLC fund profile MOODY LYNN LIEBERSON & WALKER, LLC full holdings
How MOODY LYNN LIEBERSON & WALKER, LLC held VFIAX — position size vs. price
% of Fund (quarterly)    VFIAX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 4,737 +158 +3.5% 0.16% $2.9M 2026-04-13 $635.71
2025 Q4 UNCHANGED — — — 4,579 — 0% 0.15% $2.9M 2026-01-15 $639.29
2025 Q3 ADDED — — — 4,579 +4 +0.1% 0.15% $2.8M 2025-10-20 $618.24
2025 Q2 UNCHANGED — — — 4,575 — 0% 0.15% $2.6M 2025-07-17 $576.30
2025 Q1 UNCHANGED — — — 4,575 — 0% 0.15% $2.4M 2025-04-28 $504.44
2024 Q4 UNCHANGED — — — 4,575 — 0% 0.15% $2.5M 2025-01-21 $550.09
2024 Q3 REDUCED — — — 4,575 -32 -0.7% 0.15% $2.4M 2024-10-23 $525.54
2024 Q2 UNCHANGED — — — 4,607 — 0% 0.15% $2.3M 2024-07-25 $487.82
2024 Q1 UNCHANGED — — — 4,607 — 0% 0.15% $2.2M 2024-04-23 $456.60
2023 Q4 REDUCED — — — 4,607 -52 -1.1% 0.15% $2.0M 2024-01-24 $436.90
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VFIAX

As of 2026 Q1 — sorted by position size

FIRST MERCHANTS CORP 3Y 7Y 4.87% FULTON BANK, N.A. 3Y 7Y 2.69% Hemenway Trust Co LLC 3Y 7Y 1.03% Arvest Bank Trust Division 3Y 7Y 0.96% Front Street Capital Management, Inc. 3Y 7Y 0.83% Coston, McIsaac & Partners 3Y 0.75% NORTHSTAR ASSET MANAGEMENT Co 3Y 7Y 0.6% NORTH STAR ASSET MANAGEMENT INC 3Y 7Y 0.55% McIlrath & Eck, LLC 3Y 7Y 0.33% Dempze Nancy E 3Y 7Y 0.27%

FAQ About MOODY LYNN LIEBERSON & WALKER, LLC and VFIAX

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

How long has MOODY LYNN LIEBERSON & WALKER, LLC reported owning VFIAX?

MOODY LYNN LIEBERSON & WALKER, LLC reported VFIAX across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VFIAX position in MOODY LYNN LIEBERSON & WALKER, LLC's portfolio?

The largest reported portfolio weight for VFIAX was 0.16% in 2026 Q1.

What is the latest reported VFIAX position on this page?

The most recent filing on this page is 2026 Q1, when MOODY LYNN LIEBERSON & WALKER, LLC reported 4,737 shares, equal to 0.16% of portfolio, with an estimated market value of $2.9M.

What does the chart on this VFIAX ownership page compare?

The chart compares MOODY LYNN LIEBERSON & WALKER, LLC's quarterly VFIAX 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.

How well did MOODY LYNN LIEBERSON & WALKER, LLC time their VFIAX position?

Based on 13F filing dates vs. subsequent VFIAX price moves, MOODY LYNN LIEBERSON & WALKER, LLC correctly timed 5 out of 11 reported position changes (45%). The annualised alpha on VFIAX relative to SPY over the holding period was +0.0%.

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