VOO — VANGUARD INDEX FDS

Ownership history in Newfound Research LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Newfound Research LLC reported a position in VANGUARD INDEX FDS (VOO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
18.44% (2021 Q4)
Avg. % of fund
10.09%
First filed
2021 Q1
Last filed
2022 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2022 Q3 REDUCED 7,847 -8,281 -51.3% 6.31% $2.6M $313.53
2022 Q1 REDUCED 16,128 -18,872 -53.9% 8.71% $6.7M $393.15
2021 Q4 ADDED 35,000 +11,615 +49.7% 18.44% $15.3M $412.02
2021 Q3 ADDED 23,385 +10,148 +76.7% 14.93% $9.2M $370.87
2021 Q2 ADDED 13,237 +11,072 +511.4% 10.32% $5.2M $368.83
2021 Q1 INITIATED 2,165 — — 1.83% $789K $340.29
% of Fund (quarterly)    VOO price (monthly, adj. close)

Other funds also holding VOO

As of 2025 Q4 — sorted by position size

Call To Action Foundation 100.0% AFBI LP 100.0% E-L Financial Corp Ltd 3Y 7Y 100.0% AXIS CAPITAL HOLDINGS LTD 91.09% GLOBE LIFE INC. 3Y 7Y 86.57% Standard Family Office LLC 3Y 84.86% FJ Investments, LLC 83.65% DUMAC, INC. 3Y 7Y 71.66% Liquid Strategies, LLC 3Y 64.34% Investure, LLC 3Y 7Y 63.28%
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