NESTEGG ADVISORS, INC. VIOO VANGUARD ADMIRAL FDS INC

Ownership history in NESTEGG ADVISORS, INC.  ·  6 quarters on record

AI Ownership Summary

NESTEGG ADVISORS, INC. reported VANGUARD ADMIRAL FDS INC (VIOO) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.92% in 2026 Q1. The latest visible filing shows VIOO at 0.92% 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 VIOO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NESTEGG ADVISORS, INC.'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
2026 Q1

VIOO was reported at 0.92% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.92% 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
2024 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.

How NESTEGG ADVISORS, INC. held VIOO — position size vs. price
% of Fund (quarterly)    VIOO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 9,150 +4 +0.0% 0.92% $1.1M 2026-04-08 $120.03
2025 Q4 ADDED 9,146 +124 +1.4% 0.87% $1.0M 2026-01-21 $120.08
2025 Q3 ADDED 9,022 +2,043 +29.3% 0.88% $997K 2025-10-23 $110.32
2025 Q2 ADDED 6,979 +414 +6.3% 0.68% $706K 2025-07-28 $103.19
2025 Q1 ADDED 6,565 +1,609 +32.5% 0.67% $634K 2025-05-14 $97.44
2024 Q4 INITIATED 4,956 0.55% $542K 2025-03-21 $95.96

FAQ About NESTEGG ADVISORS, INC. and VIOO

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

How long has NESTEGG ADVISORS, INC. reported owning VIOO?

NESTEGG ADVISORS, INC. reported VIOO across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported VIOO position in NESTEGG ADVISORS, INC.'s portfolio?

The largest reported portfolio weight for VIOO was 0.92% in 2026 Q1.

What is the latest reported VIOO position on this page?

The most recent filing on this page is 2026 Q1, when NESTEGG ADVISORS, INC. reported 9,150 shares, equal to 0.92% of portfolio, with an estimated market value of $1.1M.

What does the chart on this VIOO ownership page compare?

The chart compares NESTEGG ADVISORS, INC.'s quarterly VIOO 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 NESTEGG ADVISORS, INC. time their VIOO position?

Based on 13F filing dates vs. subsequent VIOO price moves, NESTEGG ADVISORS, INC. correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on VIOO relative to SPY over the holding period was +2.0%.

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