Mowery & Schoenfeld Wealth Management, LLC VOOV β€” VANGUARD ADMIRAL FDS INC

Ownership history in Mowery & Schoenfeld Wealth Management, LLC  Β·  3 quarters on record

AI Ownership Summary

Mowery & Schoenfeld Wealth Management, LLC reported VANGUARD ADMIRAL FDS INC (VOOV) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q3. The latest visible filing shows VOOV at 0.00% 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 VOOV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mowery & Schoenfeld Wealth Management, LLC's position in VANGUARD ADMIRAL FDS INC, 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 Q3

VOOV was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q3

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 Mowery & Schoenfeld Wealth Management, LLC held VOOV β€” position size vs. price
% of Fund (quarterly)    VOOV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED β€” β€” β€” 1 β€” 0% 0.00% $139 2025-10-27 $202.42
2025 Q2 UNCHANGED β€” β€” β€” 1 β€” 0% 0.00% $132 2025-07-28 $190.25
2025 Q1 INITIATED β€” β€” β€” 1 β€” β€” 0.00% $129 2025-05-05 $175.12

FAQ About Mowery & Schoenfeld Wealth Management, LLC and VOOV

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

How long has Mowery & Schoenfeld Wealth Management, LLC reported owning VOOV?

Mowery & Schoenfeld Wealth Management, LLC reported VOOV across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported VOOV position in Mowery & Schoenfeld Wealth Management, LLC's portfolio?

The largest reported portfolio weight for VOOV was 0.00% in 2025 Q1.

What is the latest reported VOOV position on this page?

The most recent filing on this page is 2025 Q3, when Mowery & Schoenfeld Wealth Management, LLC reported 1 shares, equal to 0.00% of portfolio, with an estimated market value of $139.

What does the chart on this VOOV ownership page compare?

The chart compares Mowery & Schoenfeld Wealth Management, LLC's quarterly VOOV 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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